Nateisha Brown
Havre De Grace
Summary
Insightful Banking Consultant known for high productivity and efficient task completion. Specialize in risk management, regulatory compliance, and client relationship building. Excel in critical thinking, decision-making, and problem-solving to deliver optimal solutions. Commitment to continuous learning and adaptability ensures staying ahead of industry trends and regulations.
Overview
15
15
years of professional experience
3
3
years of post-secondary education
Work History
Banking Consultant
M&T Bank
Lutherville
02.2019 - 03.2025
- Guided clients in selecting appropriate banking products and services.
- Analyzed customer needs to provide tailored financial solutions.
- Educated clients on digital banking tools and features.
- Assisted in resolving customer inquiries and issues promptly.
- Conducted financial assessments to support loan applications.
- Collaborated with team members to enhance customer service strategies.
- Facilitated account openings and closings for clients efficiently.
- Evaluated loan applications based on creditworthiness criteria set by the bank.
- Managed day-to-day operations of the branch including staffing schedules and customer service issues.
Banking Consultant
BB&T
Towson
07.2015 - 01.2019
- Guided clients in selecting appropriate banking products and services.
- Analyzed customer needs to provide tailored financial solutions.
- Educated clients on digital banking tools and features.
- Assisted in resolving customer inquiries and issues promptly.
- Conducted financial assessments to support loan applications.
- Facilitated account openings and closings for clients efficiently.
- Identified opportunities for cross-selling of different products within existing client base.
- Evaluated loan applications based on creditworthiness criteria set by the bank.
- Assisted customers with opening new accounts and applying for loans or credit cards.
Teller
PNC
Greenbelt
05.2010 - 06.2015
- Processed customer transactions accurately and efficiently.
- Assisted customers with account inquiries and product information.
- Managed cash drawer, balancing funds at the end of shifts.
- Promoted banking products to enhance customer engagement.
- Collaborated with team members to improve service delivery.
- Handled customer complaints professionally and resolved issues promptly.
- Balanced cash drawers on a daily basis.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Education
Associate of Science - Accounting And Finance
Montgomery College
Rockville, MD 08.1996 - 06.1999
Montgomery Blair High
Silver Spring, MDSkills
- Financial analysis
- Product knowledge
- Digital banking
- Loan assessment
- Customer support
- Problem solving
- Effective communication
- Team collaboration
- Mortgage lending
- Developing work schedules
- Balance transfers
- Loan closing
- Know your customer
- Client education
- Banking operations
- Loan processing
- Account closing process
- Assessing fraud potential
- Money handling
- Prospecting
- Currency exchanges
- ATM balancing
- Verbal and written communication
- Sales proficiency
- Bank sales
- Operations
Timeline
Banking Consultant
M&T Bank
02.2019 - 03.2025
Banking Consultant
BB&T
07.2015 - 01.2019
Teller
PNC
05.2010 - 06.2015
Associate of Science - Accounting And Finance
Montgomery College
08.1996 - 06.1999
Montgomery Blair High