Matthew Sullivan
Finance Major at Stonehill College
- Role
- Intern Banker at Rockland Trust
- Location
- West Bridgewater, MA, US
- LinkedIn followers
- 500 followers
About Matthew Sullivan
My name is Matthew Sullivan and I am a finance major at Stonehill College. I have experience as a Universal Banker where I would develop meaningful customer relationships and open appropriate products and services to help them with their financial needs. I have experience as a customer service representative at Shaw\'s. I mainly worked in the front end and the customer service desk. I have also been trained in bookkeeping. During bookkeeping, I have learned to complete audits, and if money is missing, find out where the money went.
Experience
Intern Banker
May 2025 — Present
Referred potential clients to in-house financial specialists at five different branches for investment, mortgage, and cash management services, geared towards client portfolio growth.• Executed high-volume financial transactions with precision and compliance, including account openings, deposits, withdrawals, and loan servicing, ensuring a seamless experience for both retail and business clientele. • Applied a needs-based approach to identify client goals and deliver proactive banking recommendations that support long-term growth, such as CDs.• Strengthened client relationships by resolving complex account issues with accuracy and empathy.
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