Whitney Roman
Schuylkill Haven
Summary
Dynamic banking professional with extensive experience at M&T Bank, excelling in customer service and problem-solving. Demonstrated expertise in account maintenance and policy adherence, enhancing operational efficiency. Skilled in research and communication, consistently achieving positive outcomes in customer and account management.
Overview
15
15
years of professional experience
Work History
COR Operations & Risk Specialist
M&T Bank
07.2022 - Current
Assist bankers with policy and procedure
Assist bankers with how to and guidance for customer maintenance and account issues
Process/submit account maintenance requests
Review accounts
Problem solving
Research account and system issues
Keep myself and bankers up to date with system, account and policy changes
Pre Closing Specialist
M&T Bank
07.2021 - 07.2022
Researched and followed templates to assist with Mortgages in default
Submitted calculations and information for loan modifications
Follow Policy and Procedures
Relationship Banker
M&T Bank
03.2014 - 07.2021
Assisted tellers and platform with daily branch duties
Completed Branch Audits
Branch opening and closing procedures
Cash Handling
Customer Account Openings
Customer Maintenance
Processed applications and and credit accounts
Follow policy and procedure
Kept up with most recent bank system and policy updates/changes
Teller
M&T Bank
12.2009 - 03.2014
Daily Teller Functions
Cash Handling
Cash Balancing
Branch Audits
Assisting customers with account maintenance
Followed Branch Policy and Procedures
Education
High School Diploma -
Schuylkill Haven High School
Schuylkill Haven, PASkills
Customer Service
Research
Communication with coworkers and department contacts
Knowledge of both personal and business accounts
Account Maintenance
Credit Account maintenance
Follow and understand policy and procedure
Knowledge of bank systems
Problem Solving skills
Typing skills
Completing requests and documenting information
Timeline
COR Operations & Risk Specialist
M&T Bank
07.2022 - Current
Pre Closing Specialist
M&T Bank
07.2021 - 07.2022
Relationship Banker
M&T Bank
03.2014 - 07.2021
Teller
M&T Bank
12.2009 - 03.2014
High School Diploma -
Schuylkill Haven High School
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