Matthew Edmonds
Gloucester
Summary
Detail-oriented professional with extensive experience in regulatory compliance and operational efficiency within the banking sector. Skilled in risk assessments and client onboarding, consistently driving improvements in customer relationships and team collaboration.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
Gloucester
04.2025 - Current
- Ensured adherence to banking regulations, including KYC, AML, and BSA during client onboarding.
- Conducted account reviews and risk assessments to prevent fraud and maintain compliance.
- Collaborated with compliance teams to resolve regulatory issues, ensuring accurate documentation.
- Educated clients on financial products, ensuring disclosure and regulatory compliance.
- Maintained detailed records to support audit readiness and enhance branch compliance performance.
- Balanced client needs with risk protocols, safeguarding trust and institutional integrity.
General Manager
The Mainely Dog
Portland
02.2021 - 10.2025
- Directed daily operations of high-volume pet care facility, overseeing staff scheduling and animal care protocols.
- Implemented operational procedures and compliance standards to uphold safety and cleanliness.
- Managed employee hiring, training, and performance management, promoting accountability and customer service excellence.
- Optimized budgeting and inventory control, achieving significant reductions in operational costs.
- Enhanced customer satisfaction through effective communication and swift problem resolution.
- Developed safety protocols and emergency procedures, ensuring a secure environment for pets and staff.
- Leveraged client feedback to identify process improvements and streamline workflows.
Relationship Banker
M&T Bank
South Portland
07.2024 - 03.2025
- Delivered personalized financial guidance by assessing client needs and recommending appropriate banking solutions, fostering long-term customer relationships.
- Provided high-level customer service by resolving account inquiries, addressing concerns, and ensuring a positive client experience across all interactions.
- Assisted customers with account management, loan applications, and digital banking tools, ensuring clarity and ease of use.
- Collaborated with branch team members to meet client needs efficiently while maintaining a customer-first approach.
- Built trust and loyalty by handling sensitive financial information with discretion and professionalism.
- Recognized for consistently exceeding customer satisfaction expectations through empathy, active listening, and timely problem resolution.
Universal Banker
M&T Bank
Yarmouth
02.2022 - 07.2024
- Specialized in enhancing customer experience through sales, service, and digital engagement.
- Supported daily operations of branch as a Teller, ensuring efficient transactions.
- Addressed customer service and sales needs based on branch requirements.
- Scheduled and conducted customer appointments to assess needs effectively.
- Managed walk-in appointments to identify and address customer inquiries.
- Referred complex customer issues to appropriate team members or partners for resolution.
Education
Some College (No Degree) - Economics
Allegheny College
Meadville, PASome College (No Degree) - Business Administration
Southern Maine Community College
South Portland, MESkills
- Regulatory compliance
- Risk assessment
- Financial product knowledge
- Client onboarding
- Account management
- Customer relationship management
- Operational efficiency
- Process improvement
- Problem solving
- Attention to detail
- Team collaboration
- Effective communication
- Conflict resolution
- Relationship building and management
- Financial processes
Certification
- SIE Licensing
- Series 63
Timeline
Relationship Banker
JPMorgan Chase
04.2025 - Current
Relationship Banker
M&T Bank
07.2024 - 03.2025
Universal Banker
M&T Bank
02.2022 - 07.2024
General Manager
The Mainely Dog
02.2021 - 10.2025
Some College (No Degree) - Economics
Allegheny College
Some College (No Degree) - Business Administration
Southern Maine Community College