MATTHEW HEYMAN
Greenwood Village,CO
Summary
Associate Banker at BMO Harris Bank with a proven ability to enhance customer satisfaction and drive retention through personalized service and effective problem-solving. Experienced in cash handling, reconciliation, and resolving complex client issues with precision and professionalism. Recognized for strong analytical thinking, sales expertise, and a commitment to regulatory compliance. Currently pursuing a Bachelor of Science in Accounting to deepen my financial knowledge and transition into a career in accounting.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Banker
BMO Harris Bank
08.2022 - Current
- Assisted customers with account inquiries and transactions, providing accurate information and support.
- Collaborated with team members to maintain organized records and files for efficient operations.
- Supported branch activities by scheduling appointments and managing customer flow effectively.
- Resolved customer issues promptly, contributing to improved satisfaction and retention rates.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Balanced teller drawers and ATM cash.
Education
Bachelor of Science - Accounting
University of Colorado Denver
Denver, CO05-2026
GED -
Denver Jewish Day School
Denver, CO04-2022
Skills
- Due diligence
- Financial institution regulations
- Customer service
- Analytical thinking
- Recordkeeping requirements
- Cash handling and reconciliation
- Sales proficiency
- Follow-up skills
Certification
Notary Public
Timeline
Associate Banker
BMO Harris Bank
08.2022 - Current
Bachelor of Science - Accounting
University of Colorado Denver
GED -
Denver Jewish Day School
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