Assistant Vice President, Product Manager at M&T Bank (2023-02 – Present)
- Created and documented M&T Bank's rep payee process which helped to solve the complexities around bringing on these large clients
- Leveraged problem-solving skills and numerous back end systems to address stakeholder needs and efficiently migrate hundreds of clients from an antiquated product offering to a best-in-class service
- Routinely took charge in the creation of supporting documents/materials to help enhance the sales team's ability to attract and onboard new clients
- Analyzed Excel data to proactively prevent account escheatment and generate numerous product dashboards
Consumer Lending Associate at M&T Bank (2022-01 – 2023-02)
- Worked on high volumes of multi-million dollar financial applications and helped foster relationships with dealers all over the United States
- Generated applications for overseas military personnel making their credit process seamless
- Reviewed, on average, 100 lending applications a day to make sure that they met the financial requirements of the bank
Customer Service Representative at Key Bank (2021-06 – 2022-01)
- Generated over two million in deposits for Key Investment Services by reaching out to prospective customers and bringing them to the bank
- Handled $30,000 on average daily and securely minimized risks towards the company by auditing employee records
- Arranged the opening of 30 new accounts/credit lines by identifying customer needs and teaching them how our products could eliminate their issues
