Jill C MacNamara

Senior Relationship Banker

M&T Bank

08.1998 - Current

Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
Resolved complex customer issues, resulting in increased trust and loyalty among clients.
Collaborated with branch team members to achieve sales targets and improve overall performance.
Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
Reported directly to the branch manager, offering weekly updates on client portfolio performance, new business development progress, and other pertinent metrics.
Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
Assisted customers with completing required forms for opening and closing bank accounts.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Facilitated customer transactions, including deposits, withdrawals and transfers.
Adapted products and services to suit customers' changing financial circumstances.
Referred customers to other banking departments for specialized services.
Established rapport with new clients to increase satisfaction and loyalty.
Educated customers on online banking and mobile banking applications.
Maintained friendly and professional customer interactions.
Assisted customers with banking needs and inquiries.
Executed wire transfers, stop payments and account transfers.
Processed wide variety of retail banking transactions for personal and commercial customers.
Cross-sold credit cards, loans and other bank products.