Agnes Matefy (Mcj) Email & Phone Number

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.

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.

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.

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.

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

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

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

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

Master'S In Criminal Justice, 4.0

Bachelor Of Arts - Ba, Psychology

Associate Of Arts (Aa), Psychology

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