Gemera Roycroft
York,PA
Summary
Knowledgeable financial consultant combining solid background in retail banking with proven ability to cultivate strong client relationships. Successfully managed customer portfolios, addressing financial needs and promoting tailored banking solutions. Demonstrated proficiency in sales and customer service, ensuring client satisfaction and loyalty.
Overview
7
7
years of professional experience
Work History
Retail Relationship Banker
Truist Bank
08.2023 - Current
- Conducted financial analysis for clients, guiding them towards appropriate products based on individual circumstances and objectives.
- Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
- Demonstrated adaptability in response to evolving industry trends and changing customer preferences, ensuring consistent performance in a dynamic environment.
- Coordinated efforts with investment professionals to provide comprehensive wealth management services for high-net-worth individuals.
- Maximized loan portfolio growth by conducting comprehensive reviews of borrower applications.
- Achieved $1.4M in total lending, including $1.2M in loans and $200k in credit card sales in 2024.
- Generated $1M in new deposits by attracting high-value clients and expanding relationships with existing ones.
- Delivered over 100 high quality referrals, including premier banking, mortgage services, and the Client Advisory Center, enhancing cross selling opportunities and client retention.
Universal Banker
M&T Bank
01.2023 - 08.2024
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Membership Sales Associate
Y of Central Maryland
05.2018 - 01.2023
- Effectively communicated membership offerings, leading to increased understanding of benefits among prospective clients.
- Maintained up-to-date knowledge of competitor offerings while continuously seeking opportunities for differentiation.
- Generated leads through targeted outreach efforts such as phone calls, emails, or social media campaigns.
- Managed member accounts, ensuring timely billing and accurate recordkeeping.
- Achieved consistent growth in membership numbers by maintaining a high level of customer satisfaction.
- Analyzed member feedback data to make improvements to the overall program offering.
- Built strong relationships with potential members through engaging presentations and facility tours.
Education
Bachelor of Science - Psychology
Capella University
Online05-2027
Skills
- Operational Oversight
- Financial Credit Assessment
- Banking software proficiency
- Sales Expertise
- Client Relationship Management
- Personal Financial Advising
Languages
English
Native or Bilingual
Timeline
Retail Relationship Banker
Truist Bank
08.2023 - Current
Universal Banker
M&T Bank
01.2023 - 08.2024
Membership Sales Associate
Y of Central Maryland
05.2018 - 01.2023
Bachelor of Science - Psychology
Capella University
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