Provides sales support to go the Treasury Management Consultant.
Consultant and service the maintenance needs of existing and prospective customers.
Ensure accuracy of Treasury Management service setup and pricing in conjunction with TM Implementation team.
Assist in preparing RFP responses.
Act as liaison between customer and TM Sales Rep.
Works with Commercial Service team to research and resolve detail Treasury Management service issues.
Prepare Treasury Management agreements for new and existing services.
Work with customers to complete Treasury Management agreements.
Communicate completion of services to customers.
Adhered to M&T Bank's security and audit procedures.
Researched and resolved customer s' setup issues.
Delivered prompt, accurate and excellent customer service.
Oversee daily operations of the department of 15 staff members.
Troubleshoot system issues with clients and technology group.
Team leader for testing new software for startup of new department with regards to client implementation which resulted in a seamless transition to software upgrade.
Escalated and resolved customers issues and complaints on operational matters Communicated and implemented the organization operational guidelines, standards and policies to the support team.
Monitored and managed operational budgets.
Directed bank operational risk, QA, and audit process.
Assisted the manager in recruiting diligent professionals dedicated to high values of service and performance.
Designed and coordinated in developing proper training programs for the employees of the organization for enhancing their efficiency.
Handled all queries and client feedback in a professional manner.
Supported manager in performing management functions such as staffing, training and expanding business plans.
Maintained a cordial environment with other staffs and assisted them by resolving their issues.
Documented and prepared reports on management and information system and presented it to the manager.
Conducted training sessions and workshops to improve the workforce and productivity of the firm Oversee CD ROM process and trouble shoot issues with clients.
Maintain operational procedures to ensure consistent functionality.
Led team in resolution of customer complaints.
Oversee reconcilements are done on a timely and accurately basis.
Work with Implementation Managers and Relationship Managers on account setups.
Assist with testing of new products.
Liaison between clients, IT, client service, and customer service.
Supervise 10 staff members.
Conduct transaction activity reviews and client relationships to determine financial risk to the organization.
Review and research all items referred.
Contact clients to determine validity of check/item presented if deemed suspect.
Identify unusual transaction behavior patterns on clients' accounts.
Access and utilize all system available, SignPlus, NCIS and Check Vision, CUSTOM, FileNet, to locate information needed in order to complete a thorough analysis of suspect items.
Inform client and Financial Center of fraudulent activity incorrect.
Advise and direct Financial Center associates of action to be taken on client's account when fraud has been detected.
Proven record of saving a client a substantial amount of money by identifying and alerting upper management and Fraud Department of fraudulent activities in their account.
Prepare and submit daily MIS for 10 staff.
Direct clients to Financial Center for further action.
Receive and count working cash at beginning of shift.
Identify customers, validate and cash checks.
Accept cash and checks for deposit and check accuracy of deposit slip.
Process cash withdrawals.
Perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks and exchanging foreign currency.
Perform services for customers such as ordering bank cards and checks.
Receive and verify loan payments, mortgage payments and credit card payments.
Record all transactions promptly, accurately and in compliance with bank procedures.
Balance currency, cash and checks in cash drawer at end of each shift.
Answer inquiries regarding checking and savings accounts and other bank related products.
Attempt to resolve issues and problems with customer's accounts.
Initiate and open new accounts.
Explain, advise on and promote bank products and services to customers.
Cross-sell banking services and products to customers.
Skills Step Up and Take the Lead
Coaching in a Team Environment
How to Communicate more Professionally in the Workplace
Customer Service Strategies
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