Wendy Young

M&T Bank

06.2017 - Current

Built and maintained portfolio of loans to meet established goals and objectives.
Balanced teller drawers and ATM cash.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Developed and implemented strategies to reduce risk and increase profitability.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
Educated customers on features and benefits of banking products and services.
Evaluated client financial positions and identified most appropriate banking products.

Overview