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Agnes Matefy (Mcj) Email & Phone Number

Executive Assistant at CoBank
Location: Denver, Colorado, United States 8 work roles 4 schools
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Current company
Role
Executive Assistant
Location
Denver, Colorado, United States
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Who is Agnes Matefy (Mcj)? Overview

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Quick answer

Agnes Matefy (Mcj) is listed as Executive Assistant at CoBank, a with 1208 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Agnes Matefy (Mcj).

Agnes Matefy (Mcj) previously worked as Associate Team Lead at Key Private Bank at Keybank and Key Private Bank Relationship Associate at Key Private Bank. Agnes Matefy (Mcj) holds Master'S In Criminal Justice, 4.0 from University Of Colorado Denver.

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CoBank

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Profile bio

About Agnes Matefy (Mcj)

Dedicated professional with a strong track record of delivering comprehensive administrative support to banking groups. Proficient in managing diverse tasks, including budgetary planning, meeting coordination, travel arrangements, and audit tracking. Experienced in overseeing the preparation of various reports, including those for management, committees, corporations, and boards.

Current workplace

Agnes Matefy (Mcj)'s current company

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CoBank
Cobank
Executive Assistant
greenwood village, colorado, united states
Website
Employees
1208
AeroLeads page
8 roles

Agnes Matefy (Mcj) work experience

A career timeline built from the work history available for this profile.

Executive Assistant

Current

Greenwood Village, Colorado, United States

Supports the management of a banking group through administrative support in areas such as budgetary planning and control, meeting planning andcoordination, travel, audit tracking, and communication and information dissemination. Coordinates the preparation of regular and special management, committee, corporate, and board reports for the group. Oversees the development and maintenance of documents that may include policies, procedures, and internal management tools for the group.- Coordinates the budget preparation process. Develops and inputs information into budget planning systems. Tracks budget versus actual for the group. Researches and prepares explanations of any variances from the plan. Oversees the development and maintenance of a variety of document policies, procedures, and internal management tools, as well as written presentations and communications.- Coordinates and maintains information received by and distributed from the group. Disseminates information to other banking groups, divisions, departments, and others as appropriate.- Actively participates in group activities, assuming responsibility for project reports or answering questions where appropriate and when managers are unavailable.- Coordinates group reporting requirements with other banking groups, divisions, and departments as necessary. Prepares regular and special reports for management and the board as required. - Coordinates administrative routines and follow-through, unique to the work of the group. Maintains calendars, coordinates travel, and coordinates internal and external meetings. - Composes correspondence for others and self; requests information from bank staff as necessary. - Provides support to a direct report of an MEC member.

Jan 2024 - Present

Associate Team Lead At Key Private Bank

Denver, Colorado, United States

Associate Management:Hired and onboarded new employees.Administered performance reviews and professional development plans for each associate.Provided training and coaching to all associates.Operational Management/Compliance:Proactively identified and resolved client service issues (internal and external). Maintained compliance testing and audits. Held meetings to review and increase employees’ knowledge and adherence to compliance guidelines. Supported the Senior Vice President and Vice Presidents in assigned tasks. Acted as a point of contact for the team, efficiently managed communications, and handled inquiries on their behalf.Proactively addressed and resolved complex issues clients or team members raised to ensure a satisfactory resolution.Provided support for sales reporting and tracking.Maintained accurate client data and approved client transactions.Prepared different operational reports, correspondence, and other documentation and provided operational information and statistical data for management use.Collaborated with the team to prepare high-quality presentation materials for weekly meetings and other key events.Assisted in gathering data and ensured that presentations were well-organized and visually appealing.Took charge of planning and oversaw event logistics, including venue selection, catering, invitations, and RSVP tracking.Sales Support:Provided quality client service by:Understanding Private Bank Sales Process, New Client Onboarding Process.Knowledge of Customer Relationship Management System (Salesforce), and the ability to leverage the system for data quality and to update client information.Understanding new accounts and loan procedures (Investment Secured and Commercial loans).Understanding the credit approval process, up to and including loan documentation, to facilitate the quality execution of credit experience.Coordinated the preparation of presentation materials and correspondence.

Jul 2020 - Jun 2023

Key Private Bank Relationship Associate

Greater Denver Area

Provide Relationship Management sales support to enable assigned Relationship Manager(s) to maximize sales productivity and deliver superior customer service. provide administrative, operational, and documentation support to assigned Relationship Manager(s). Identify and capitalize on opportunities to expand and retain client relationships. Support credit portfolio quality and maintain client files and records. Support organization of sales team members and assist Relationship Manager(s) and market managers as required, throughout each step of the Key Private Bank sales process.

Oct 2017 - Jun 2021

Relationship Manager

Aurora, Co

- As financial navigators for life, the Personal Banker delivers solutions to make it easier for clients to achieve their financial goals. -The Personal Banker also provides sales and service support to the Retail branch team. - Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). - Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop. - Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested. - Assists with coaching and training tellers and other branch professionals. - Accurately process all financial service transactions. - Identifies and resolves complex client service opportunities. - Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop.- Maintains and calls on a client book of business. Additional Responsibilities: - As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures.

May 2015 - Oct 2017

Branch Retail Executive

Aurora- Eagle Bend

• Responsible for management and coaching of the sales, service and operational activities of baking center personnel• Maintains an exceptional level of customer service while maximizing sales in deposits, loans, insurance and investment product sales inside and outside the assigned portfolio• Monitoring and maintaining profits and losses for the banking center by building and retaining relationships with all customers• Ensuring all aspects of bank operations are in compliance with all applicable State and Federal laws, regulations and bank policies and procedures

Jan 2015 - Apr 2015

Financial Sales Advisor

Denver, Co

• Daily responsibilities include the cross-sale of retail banking products and services and seeking and soliciting existing and prospective clients • Assists Banking Center Manager in effort to achieve annual retail banking sales goals while continuing to meet and exceed individual sales objectives set by region• Provides exceptional customer service when managing account openings, and investment solutions sales and servicing• Takes loan applications (consumer – mortgages up to $ 417K, HELOCs; personal line of credits; credit cards - and business – line of credits up to $75K; credit cards) and following through closings• Advanced at supervising the teller function, ATM balancing, night depository processing, Brinks processing and customer service duties• Oversees the efficient operation of the branch, ensuring that all operational functions are completely and properly performed by the staff• Manages a team of tellers and financial advisors to increase focus and activity around membership banking and cross sell

Oct 2010 - Dec 2014

Personal Banker

Wells Fargo Bank, Na,

Greater Denver Area

•Sell retail banking products and services to both existing and new customers•Manage customer portfolio and relationship through cross-sell of products and services•Strengthen customer relationship and retention by working closely with internal partners for additional opportunities to service all financial aspects across various business lines•Assess customer need for credit, including secured and unsecured credit cards and both personal and home equity lines of credit with the goal of acquiring 100% of the customer business•Coach and develop tellers daily to increase sales and overall customer service experience

Jun 2009 - Oct 2010

International Lead Teller

Wells Fargo Bank, Na,

Greater Denver Area

•Provided excellent customer service •Maintained lead responsibilities and teller duties and also took the initiative to manage daily, weekly and monthly compliance and regulatory requirements •Handled workflow for scheduling, transaction approval, teller training and teller supervision•Responded appropriately to customer inquiries and problems and handled more complex transactions

May 2008 - Jun 2009
Team & coworkers

Colleagues at CoBank

Other employees you can reach at cobank.com. View company contacts for 1208 employees →

4 education records

Agnes Matefy (Mcj) education

Associate'S Degree, Restaurant, Culinary, And Catering Management/Manager

College Of Commerce, Catering And Tourism, Budapest Hungary
FAQ

Frequently asked questions about Agnes Matefy (Mcj)

Quick answers generated from the profile data available on this page.

What company does Agnes Matefy (Mcj) work for?

Agnes Matefy (Mcj) works for CoBank.

What is Agnes Matefy (Mcj)'s role at CoBank?

Agnes Matefy (Mcj) is listed as Executive Assistant at CoBank.

Where is Agnes Matefy (Mcj) based?

Agnes Matefy (Mcj) is based in Denver, Colorado, United States while working with CoBank.

What companies has Agnes Matefy (Mcj) worked for?

Agnes Matefy (Mcj) has worked for Cobank, Keybank, Key Private Bank, Bbva Compass, and Wells Fargo Bank, Na,.

Who are Agnes Matefy (Mcj)'s colleagues at CoBank?

Agnes Matefy (Mcj)'s colleagues at CoBank include Jennie Puzio Haverkamp, Crayton Saby, Clare Webster, Wade Andersen, and Cassandra Vandeventer.

How can I contact Agnes Matefy (Mcj)?

You can use AeroLeads to view verified contact signals for Agnes Matefy (Mcj) at CoBank, including work email, phone, and LinkedIn data when available.

What schools did Agnes Matefy (Mcj) attend?

Agnes Matefy (Mcj) holds Master'S In Criminal Justice, 4.0 from University Of Colorado Denver.

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