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Personal Banker Branch Manager

Location:
Queensbury, NY
Salary:
60,000-70,000
Posted:
March 28, 2023

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Resume:

LC

LAURIE CATONE

adv60u@r.postjobfree.com 518-***-**** Fort Lauderdale, FL 33309

My professional background is in giving the best customer experience to clients and teammates in banking. Regulatory Compliance

Banking Products and Services

Account Review

Process Improvement

KeyBank National Association Saratoga

Springs, NY

Branch Manager

07/2018 - Current

Planned work schedules to maintain adequate staffing levels. Created and updated financial reports on frequent basis to present information to leadership teams.

Grew business banking relationships through proactive outreach. Increased efficiency and drove branch revenue by optimizing daily operations.

Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.

Assigned duties to employees and examined work for accuracy, neatness and timeliness.

Supported outside sales force in servicing and obtaining new business. Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Established and built customer relationships through targeted outreach and initiatives.

Glens Falls National Bank and Trust

Company Queensbury, NY

Assistant Branch Manager

02/2015 - 06/2018

Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.

Monitored daily operations and supported Branch Manager in necessary duties.

Citizens Bank Saratoga Springs, NY

Universal Banker

10/2007 - 11/2014

Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets. Reviewed business packages and offered expert advice. First Union National Bank (Wells Fargo)

Coral Springs, FL

Personal Banker

01/1985 - 02/1993

Maintained and built strong client relationships through quality, personalized interactions.

Approached prospective clients through emails and cold calling to consistently meet sales targets.

Referred customers to appropriate bank personnel to meet financial needs. Summary

Skills

Experience

Mildred Elley Albany, NY

Some College (No Degree) in Business Administration Completed professional development in Business

Education and Training



Contact this candidate