Summary
Overview
Work History
Education
Skills
Timeline
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Amanda R. Thorpe

Catawissa

Summary

Dynamic Senior Relationship Banker with M&T Bank, recognized for enhancing customer satisfaction through personalized financial solutions and effective relationship management. Proven expertise in loan origination and cash handling, coupled with a friendly demeanor, led to increased client retention and cross-selling success. Committed to ongoing professional development and delivering exceptional service and branch operations.

Overview

12
12
years of professional experience

Work History

Senior Relationship Banker

M&T Bank
02.2025 - 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.
  • Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
  • Collaborated with branch team members to achieve sales targets and improve overall performance.
  • Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
  • Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
  • Delivered informative presentations at community events, promoting the bank''s services and fostering goodwill within the local area.
  • Coordinated with internal departments such as credit analysis or risk management teams for obtaining necessary approvals on high-profile transactions.
  • Developed new business by actively prospecting potential customers and maintaining strong referral networks.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Referred customers to other banking departments for specialized services.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Cross-sold credit cards, loans and other bank products.
  • Trained new hires on customer service policies and procedures.

Relationship Banker

M&T Bank
01.2023 - 02.2025
  • Explain account terms and conditions to customers.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Delivered informative presentations at community events, promoting brand awareness while educating audiences on personal finance topics.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Applied effective time management techniques to meet tight deadlines.
  • Self-motivated, with a strong sense of personal responsibility.

Universal Banker

M&T Bank
01.2022 - 01.2023
  • Educated customers on features and benefits of banking products and services.
  • Collaborated with team members to achieve branch performance , fostering a positive work environment.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Assisted customers with banking needs and inquiries.
  • Processed customer applications and approved loans in accordance with bank policy.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Executed wire transfers, stop payments and account transfers.
  • Educated customers on online banking and mobile banking applications.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Opened, closed, and updated accounts for customers.

Teller

M & T Bank
01.2020 - 01.2022
  • Assisted customers with banking needs and inquiries.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.

Nursing Assistant

Geisinger Medical Center
11.2014 - 11.2015
  • Reduced risks of patient infection and cross-contamination by cleaning and sterilizing equipment.
  • Enhanced patient care by effectively monitoring vital signs and accurately documenting medical information.
  • Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Helped patients with self-feeding and assisted feeding, based on individual needs.
  • Wiped down equipment with proper cleaning products after each patient transport to reduce instances of infection.

Referral Processor

Geisinger Health Plan
01.2013 - 11.2014
  • Entered referrals from customers Physicians for their insurance to cover.
  • Data Entry


Education

Life Accident And Health Insurance License

Kaplan University
Bloomsburg, PA
06.2023

High School Diploma -

Millville Area High School
Millville, PA
06.2012

Skills

  • Notary
  • Sales expertise
  • Medallion Signature Guarantee
  • Relationship building and management
  • Loan Origination
  • Cash Handling
  • Teller Support
  • Loans
  • Financial Planning
  • Banking operations knowledge
  • Organizational Skills
  • Computer Skills
  • Friendly, Positive Attitude

Timeline

Senior Relationship Banker

M&T Bank
02.2025 - Current

Relationship Banker

M&T Bank
01.2023 - 02.2025

Universal Banker

M&T Bank
01.2022 - 01.2023

Teller

M & T Bank
01.2020 - 01.2022

Nursing Assistant

Geisinger Medical Center
11.2014 - 11.2015

Referral Processor

Geisinger Health Plan
01.2013 - 11.2014

Life Accident And Health Insurance License

Kaplan University

High School Diploma -

Millville Area High School
Amanda R. Thorpe