THERESA ANN URSOY

*** ********* ******, *********, ** 14610

585-***-**** ac7vsv@r.postjobfree.com

Motivated valuable team players who exceeds all goals.Organized and meticulous with exceptional communication skills. Highly versatile and results oriented. Possessing strong decision making and problem solving. Diverse multicultural background leading to deeper customer relationships.

M&T BANK - Business and Planning Analyst III - Buffalo

-Responsible for providing analytical, technical and operational support for CAM

-Acted as a project leader on less complex, but highly visible projects

-Perform reviews of all vendors in the CAM department based on risk ranking assigned by Vendor Management guidelines

-Obtain yearly financials, disaster recovery plans, current insurance policies, and confidentiality agreements of all vendors under the CAM department

-Responsible for the creation and distribution of various management reports that track vendor activity, reporting monthly expenses, ensuring that the billing is accurate

-Coordinate annual audit reviews of vendors

-Managed all employee engagement initiative

M&T BANK - Branch Manager - Elba and Batavia

Responsible for selling all bank products, new business, operations, customer service and all teller activity at a Tier II and once a month for a Tier V with remote drive-through all within regulatory compliance, internal policies and procedures.

-Achieved individual sales goals at 108% for new and converted households

-Customer deposit production 117% and 129% loans to plan

-Exceeded new insurance goal at 671.7% and new investments at 160% of goal

-Surpassed branch retention goal set at 86% and finished at 99%

-Scored 99% on customer consistent quality survey

-Achieved 176.9% to plan on Operational Scorecard with zero CIP errors

-Held daily huddles with team to encourage open communication and feedback

-Series 6 and 63 license

-Accident, Life and Health Insurance license

BANK OF AMERICA - Personal Banker - Albion, Medina and Buffalo Evaluated client needs and discussed advantages of various products and services to include the following: consumer and business checking and savings accounts, consumer and business credit products, mortgages, home equity loans and lines of credit, IRA’s and referrals for Banc of America Investments.

-Met and exceeded all quarter sales goals

-Was hired as an employee for Fleet Bank and within 6 months of hire the bank was acquired by

-Bank of America. Learned both bank systems, policies and procedures and products.

-Substituted in multiple branches with their Personal Banker and Manager on a moments notice

-Improved the Teller Referral Play and motivated more referrals

-Managed the weekly product review for the branch

-Ambassador for Bank of America at the Orleans County Chamber of Commerce service forum

-Recognized by Consumer Market Manager for improved customer service for the Albion Branch

KELLY TEMPORARY SERVICES - Office Secretary - Jamestown Responsibilities: greeting all clients, answering calls, contacting employees for assignment, filing, keying payroll and testing prospective employees LUMINITE PRODUCTS INC - Account Service Assistant - Salamanca Responsibilities: keying all sales orders and scheduling information, generating acknowledgments, invoicing customers, calculating and recording daily shipping charges, typing and filing for sales, marketing and engineer departments CENTRAL TRACTOR - Office Manager - Allegany

Responsibilities: balancing all daily register transactions, general ledger and monthly deposits, data entry, purging monthly files, calculating daily sales and managing cashiers OLEAN MEDICAL GROUP -Dermatology Secretary - Olean Responsibilities: schedule appointments for three doctors, organize chart information, and process insurance claim forms, greet patients and clean rooms as needed