Courtney D'Agostino Email & Phone Number

Beneficial Bank Place 1818 Market Street

• Cash Management’s go-to expert; possess in-depth product knowledge, ability to carry-out specialized service requests and on-site software implementations
• Created the Remote Deposit Capture and Business Online Banking user guide
• Developed the implementation documents for all new and existing customer setups/changes
• Expert in Synergy, Bankway and BRM Software

• Successfully manage sales and operational goals
• Achieve annual growth projections while fulfilling the commitment to provide clients with “concierge style” service
• Create and implement comprehensive in-depth business plans to ensure performance and results align with corporate goals and mission
• Draft and present value-added banking proposals that satisfy clients' needs as well as Beneficial's profitability expectations

• Serviced Cash Management clients via phone and recommended products & services based on their needs
• Primary Escrow Account Servicer; Managed all service issues and changes regarding bank’s escrow products
• Prepared & Filed all necessary documentation regarding client product and/or service requests and/or changes
• Effectively managed Beneficial’s existing Cash Management client list while converting St. Edmonds customers Beneficial's profitability expectations

• Identifying customer needs beyond the immediate transaction and recommending products, programs and services when appropriate.
• Answering complex customer questions regarding interest calculation methods, annual percentage yields, availability of funds, early withdrawal penalties, etc..
• Preparing correspondence and documentation related to customer activity (i.e., loan payoff letters, lien release letters, check re-orders, stop payments, ATM card re-orders).
• Complying with all Privacy Act requirements and functions and properly authenticating customer's identity according to Beneficial’s standards.