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 and Compliance Specialist• 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 Management Solutions.Branch Operational and Compliance Specialist• 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 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.• Open new accounts for both personal and small business customers. • Process Home Equity Loan, Line of Credit, Mortgage and CRA loan applications and work with Underwriters to obtain and submit necessary verifications• Work closely with Merchant Services, Paychex, Financial Consultants, and various wealth partners to ensure customers are utilizing all available options and services.• Maintain business relationship with area attorneys to establish both Estate and Trust accounts for joint clients.• Manage customer portfolios, service relationships, and cross-sell all products and services.• Adhere to Bank’s operational compliance and security policies in regards to State and Federal laws.• Proactive outreach in the form of on-site visits for employee benefit workshops and Your Place Banking.• Represent the Bank within the community. Show less

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.• Daily balancing of a cash drawer and vault within… Show more • 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.• 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.• Open new accounts for both personal and small business customers. • Process Home Equity Loan, Line of Credit, Mortgage and CRA loan applications and work with Underwriters to obtain and submit necessary verifications• Work closely with Merchant Services, Paychex, Financial Consultants, and Business Banking Officers to ensure customers are utilizing all available options and services.• Maintain business relationship with area attorneys to establish both Estate and Trust accounts for joint clients.• Manage customer portfolios, service relationships, and cross-sell all products and services.• Adhere to Bank’s operational compliance and security policies in regards to State and Federal laws.• Proactive outreach in the form of on-site visits for employee benefit workshops and Your Place Banking.• Represent the Bank within the community. Show less

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.• Open… Show more • 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.• Open new accounts for both personal and small business customers. • Process Home Equity Loan, Line of Credit, Mortgage and CRA loan applications and work with Underwriters to obtain and submit necessary verifications• Work closely with Merchant Services, Paychex, Financial Consultants, and Business Banking Officers to ensure customers are utilizing all available options and services.• Manage customer portfolios, service relationships, and cross-sell all products and services.• Adhere to Bank’s operational compliance and security policies in regards to State and Federal laws.• Proactive outreach in the form of on-site visits for employee benefit workshops and Your Place Banking.• Represent the Bank within the community. Show less

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.