Marshall McGrath

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

Bachelor of Science in Business Administration – University at Buffalo, The State University of New York (2023-05)