Responsible, trustworthy Key Bank Relationship/Personal Banker with extensive experience working with customers and additional experience dealing with company financing cash management and cash collecting services. High level of business development through providing business information and strategic advice to clients.
- Was part of a merger from First Niagara Bank to Key Corp. The transition from old system to new was smooth with quickly learnt new guidelines and procedures of various products and services.
- Assisted branch manager with a presentation to a group of bankers on one of the tools used for updating client information and finances.
- Completed and maintained electronic client profiles using KeyBank’s technology.
- Worked with peers in establishing long-range objectives and specifying strategies and actions to achieve them.
- Worked with peers to provide weekly and monthly reports to management about accounts, finances and product sales.