David Moroney
Relationship Banker @ Webster Bank | AVP, Merchant Solutions Payments Advisor @ TD Bank
- Role
- Relationship Banker at Webster Bank
- Location
- Warwick, NY, US
- LinkedIn followers
- 500 followers
About David Moroney
Twenty years of leadership, sales, and customer service experience, translating client…
Experience
Relationship Banker
Oct 2022 — Present · Warwick, NY, US
Drive adherence to policies, procedures and regulatory compliance standards.Align client needs to the bank’s portfolio of products and services, helping exceed revenue and financial performance objectives.Conduct performance and service audits to ensure operational excellence monthly/quarterly/annuallyGuide and coaching the teller/platform team members on meeting key customer service metrics while guiding customer issue resolution activities.Identify opportunities to expand client relationships; recognized as the top referrer to partner service lines including merchant solutions, business banking, private banking, and mortgage lending.Implement and promote robust due diligence and risk management approaches.Serve as point of contact for small business clients; promoting products and services to ensure client success.Assist with structuring teller line workflow and cash management; while assisting the teller team with ensuring accuracy of cash handling and balancing.
Skills
- Strategic Planning
- Retail Banking
- Mortgage Lending
- Financial Analysis
- Insurance
- Wealth Management
- Finance
- Commercial Banking
- Consumer Lending
- Investments
- Equities
- Management
- Microsoft Office
- Sales
- Portfolio Management
- Loans
- Financial Risk
- Customer Relationship Management (Crm)
- Credit
- Customer Service
- Cross Selling
- Financial Services
- Banking
- Risk Management
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