Casey Schmidt Email & Phone Number

Penfield, NY

• Small Business Relationship ManagerManage business customer relationships and portfolios for both existing and newly acquisitioned customers. Expert in Business Lending and Cash Management Solutions.Branch Operational.
• Manage compliance and sales goals for a team of 5 bankers.
• Create weekly sales forecasts; coaching team to success in a competitive profit and loss environment.Customer Liaison, Service Specialist
• Deliver a differentiated… Show more Small Business Relationship ManagerManage business customer relationships and portfolios for both existing and newly acquisitioned customers. Expert in Business Lending and Cash.
• Deliver a differentiated customer experience for all customers, with focus on listening and understanding their needs.
• Perform teller transactions accurately and efficiently.

Canandaigua, NY

• Branch Operational and Compliance Specialist
• Manage compliance and sales goals for a team of 3 bankers.
• Create weekly sales forecasts; coaching team to success in a competitive profit and loss environment.
• Customer Liaison, Service Specialist
• Deliver a differentiated customer experience for all customers, with focus on listening and understanding their needs.
• Perform teller transactions accurately and efficiently.

Canandaigua, New York

• Customer Liaison, Service Specialist
• Deliver a differentiated customer experience for all customers, with focus on listening and understanding their needs.
• Perform teller transactions accurately and efficiently.
• Daily balancing of a cash drawer and vault within the established Teller Difference Policy.
• Use forecasting tools to perform weekly ordering of cash for the branch, within specified cash opportunity.
• Protect all client and bank sensitive information.

Canandaigua, New York

• Supervise Staff, Customer Liaison:
• Oversee work performance of as many as 15 associates at one time, while maintaining a customer friendly environment.
• Handle daily cash and media reconciliation and monitor cashier performance.
• Address customer inquiries and resolve problems, working with a diverse customer base. Build rapport with customers to promote longevity of their business.