Eleazar Tecum
Baltimore
Summary
Bank employee with 5 years of experience, knowledgable in financial products, banking regulations and customer service. Skilled at managing daily operation’s, supervising. Ensuring compliance with banking procedures and protocols. Adept at maintaining positive relationships with customers while providing efficient and accurate transactions. Strong communication skills and attention to detail, with a proven track record of achieving and exceeding goals.
Overview
5
5
years of professional experience
2019
2019
years of post-secondary education
1
1
Certification
Work History
Bilingual Relationship Banker
M&T Bank
Randallstown
09.2024 - Current
- Play key role in Relationship Management ( customer assessment, profiling for sales opportunities, account opening and lead-focus outbound calling.) Sales process (profile/ pre calling planning, outreach, appointment preparation, interaction / appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know your customer (KYC) and customer information (CIP).
- Identify financial needs of customers and present all appropriate product and services options by working cooperatively with appropriate internal business partners.
- Maintain M&T internal controls standards , including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Meet all sales goals and having sales excellence, including customer onboarding and building trust and relationships with clients.
Bilingual Universal Banker
M&T Bank
Owings
11.2022 - 09.2024
- Educate customers on current bank processes solutions, deposit and other convenient services / available channels.
- Fluently use needs assessment to facilitate reactive account opening.
- Explain features and benefits of solutions (ex. Credit cards, overdraft line of credit. Installment loans) and have basic knowledge of when it is an appropriate solutions.
- Open new Demand Deposit/ Time Deposit/ IRA accounts and explain the features, benefits and disclosures.
- Complete business account opening and servicing.
- ATM Custodian.
Bilingual Float Teller
M&T Bank
Owings Mills
10.2020 - 10.2020
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and service requests.
- Maintained cash drawer accuracy through regular reconciliation.
- Covered the entire NOMD Region.
- Certified Transactional Coach.
- Greeted customers and provided excellent customer service.
Education
Milford Mill Academy
Windsor Mill, MDSkills
- Customer relationship management
- Risk assessment
- Fraud prevention
- Product knowledge
- Teamwork
- Creativity
- Communication
Certification
- Notary Public
- LEP Certified
- NMLS
Timeline
Bilingual Relationship Banker
M&T Bank
09.2024 - Current
Bilingual Universal Banker
M&T Bank
11.2022 - 09.2024
Bilingual Float Teller
M&T Bank
10.2020 - 10.2020
Milford Mill Academy