Sharon Allen
Riverhead
Summary
Client-focused Platinum Banker with over 10 years of progressive retail banking experience delivering personalized financial solutions and relationship-based service to diverse and affluent clientele. Proven ability to assess client financial needs, recommend tailored banking and lending products, and build long-term trusted relationships. Strong knowledge of banking regulations, deposit products, consumer lending, and branch operations. Analytical and detail-oriented professional with a Bachelor of Science in Mathematics and a consistent record of providing exceptional client service in high-volume financial environments.
Overview
2027
2027
years of professional experience
Work History
Associate Platinum Banker
M&T Bank
Center Moriches, NY
12.2014 - Current
- Deliver personalized banking solutions and high-level service to a diverse client base, including affluent customers, within a fast-paced retail banking environment.
- Build and maintain trusted relationships with clients by identifying financial goals and recommending appropriate banking products and services.
- Provide consultative service to Platinum clients, ensuring an elevated and personalized banking experience.
- Maintain comprehensive knowledge of federal banking regulations and internal compliance procedures.
- Balance cash drawers and assist with vault management, ATM reconciliation and cash shipments with strict accuracy standards.
- Support internal audits and operational reviews to ensure regulatory and procedural compliance.
- Educate clients on digital banking tools and mobile applications to enhance accessibility and convenience.
Banker III
People's United Bank
Center Moriches, NY
2017 - 2022
- Met or exceeded sales and service goals through relationship-based customer interactions.
- Assist clients with account openings financial products recommendations, and loan inquires.
- Determine eligibility for financial products and guided customers through application processes.
- Promoted digital banking services and assisted customers with online banking adoption.
- Delivered consistent, high-quality service while maintaining compliance with bank regulations.
Teller
Suffolk County National Bank
Center Moriches, NY
2014 - 2017
- Processed financial transactions accurately while maintaing strict confidentiality of client information.
- Researched and resolved customer issues involving deposits, withdrawals, and account discrepancies.
- Balanced cash drawers and reconciled daily transactions.
- Assisted clients with routine banking services and account maintenance.
Education
Bachelor of Science - Mathematics And Education
Stony Brook University
Stony Brook NY2001
Skills
- Client Relationship Management
- Affluent & Retail Banking
- Financial Needs Assessment
- Deposit and Lending Products
- Regulatory COmpliance (BSA/ AML/ KYC)
- Fraud Awareness & Risk Mitigation
- Sales & Cross-Selling Strategy
- Branch Operations and Cash Management
- Problem Resolution & Client Retention
- Analytical Thinking
- Operation Accuracy
Timeline
Associate Platinum Banker
M&T Bank
12.2014 - Current
Banker III
People's United Bank
2017 - 2022
Teller
Suffolk County National Bank
2014 - 2017
Bachelor of Science - Mathematics And Education
Stony Brook University