Universal Banker
CurrentI possess strong customer service skills with new and current clients to recommend and cross sell products and services. I make qualified referrals for new business to other departments such as Business Services, Investments Banking with Wilmington Advisors, Wealth Management, Private Banking & Mortgage Originators. I assist in training new employees, maintain sales driven opportunities , complete daily, weekly and monthly auditing, and accurately balance my cash drawer daily. I am up to date with my annual compliance training and e- learning courses. I provide Vermont notarial services and process retail lending applications for personal loans and home equities. I assist customers with wire transfers and handle foreign currency orders. I professionally assist clients with everyday banking needs, open new retail accounts, process everyday customer transactions, process retail loan applications, servicing customer banking needs, offering recommendations and referrals to our partnership services, and complete maintenance and customer problem resolution. I am an organized, friendly, hard worker and a welcoming ambassador for M & T Bank.