Jason Edwards
Retail Banking Management
- Role
- Floating Branch Service Manager at Amalgamated Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jason Edwards
My passion is helping clients meet their financial goals. This dream is not achieved…
Experience
Floating Branch Service Manager
Oct 2023 — Present · New York City, DC, US
A critical member of leadership that ensures the successful opening and closing of the retail branch network which covers NYC and Washington DC. Carry out supervisory responsibilities over wire transfers, account closeouts, site visits, documentation review, etc. in accordance with Bank policies, procedures and regulatory guidelines. Develop new business relationships, expand and retain existing ones.
Education
City University of New York
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
1994 — 1997
Skills
- Customer Service
- Strategic Financial Planning
- Mortgage Lending
- Relationship Management
- Spreadsheets
- Retail Banking
- Commercial Banking
- Research
- Data Entry
- Microsoft Excel
- Cash Management
- Teamwork
- Banking
- Credit
- Portfolio Management
- Loans
- Microsoft Office
- Sales
- Management
- Data Analysis
- Microsoft Word
- Credit Analysis
- Financial Services
- Outlook
- Leadership
- Budgets
- Finance
- Consumer Lending
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