Priscilla Mason
Wilmington
Summary
Dynamic Senior Relationship Banker at M & T Bank with a proven track record in cross-selling strategies and conflict resolution. Enhanced client loyalty through personalized financial solutions and exceptional service. Skilled in financial analysis and mentoring staff, driving revenue growth and achieving sales targets while ensuring regulatory compliance.
Overview
8
8
years of professional experience
Work History
Senior Relationship Banker
M & T Bank
04.2019 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Delivered informative presentations at community events, promoting the bank''s services and fostering goodwill within the local area.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
- Coordinated with internal departments such as credit analysis or risk management teams for obtaining necessary approvals on high-profile transactions.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Reported directly to the branch manager, offering weekly updates on client portfolio performance, new business development progress, and other pertinent metrics.
- Leveraged CRM tools effectively to track client interactions and manage ongoing relationships efficiently throughout each engagement
Store Manager
Catherines Plus Size Stores
04.2017 - 04.2019
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Assisted with hiring, training and mentoring new staff members.
Education
Business Administration And Management
Delaware Technical Community College
DE1998
Skills
- Customer relationship management
- Financial analysis
- Regulatory compliance
- Cross-selling strategies
- Loan processing
- Conflict resolution
- Team building
- Mentoring staff
- Presentation skills
- Time management
- Customer Service-oriented
- Banking
- Cross-selling products
Timeline
Senior Relationship Banker
M & T Bank
04.2019 - Current
Store Manager
Catherines Plus Size Stores
04.2017 - 04.2019
Business Administration And Management
Delaware Technical Community College
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