Andrew Legge
Reston
Summary
Proactive relationship banker with a strong background in customer consultation and financial analysis. Proven ability to identify client needs and recommend suitable banking products, leading to increased customer satisfaction and loyalty. Results-driven banking professional with a strong background in account management and regulatory compliance. Demonstrated ability to assess customer financial needs and recommend tailored solutions, enhancing customer satisfaction and loyalty.
Overview
5
5
years of professional experience
Work History
Relationship Banker
M&T Bank
Reston
03.2026 - Current
- Conducted financial needs assessments to recommend suitable solutions.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Identified financial needs of customers and presented appropriate product and service options.
- Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
- Leveraged banking technology platforms to streamline operations and enhance the client experience.
Universal Banker
M&T Bank
Reston
09.2024 - 03.2026
- Educated clients about bank products and services to enhance financial literacy.
- Assisted customers with account inquiries and transactions at M&T Bank.
- Processed loan applications and provided information on mortgage options.
- Managed cash handling tasks, ensuring accuracy and compliance in transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
Solar Sales Consultant
Nusun Power
08.2023 - Current
- Develop and present solar energy solutions to potential customers.
- Provide technical advice and support on installation, maintenance and repair of solar systems.
- Research local incentives and regulations related to solar installations.
- Analyze customer needs to recommend appropriate solar energy solutions.
- Manage customer inquiries regarding pricing, delivery dates and product specifications.
- Evaluate financial data from customers in order to provide accurate quotes for proposed projects.
Server Shift Leader
Mon Ami Gabi
Reston
05.2021 - 01.2024
- Provided leadership to servers and other restaurant staff members by setting an example of excellent service.
- Assigned tasks to servers to ensure efficient operations during peak business hours.
- Tracked daily sales figures and reported them to management on a regular basis.
- Created positive guest experience by listening to guest needs and recommending options to meet requests.
- Managed tables throughout dining room to execute service at highest level.
- Maintained knowledge of menu items, garnishes, ingredients and preparation methods to assist guests with menu selection.
- Calculated charges, issued table checks and collected payments from customers.
- Provided exceptional service to high volume of daily customers.
Education
Bachelor of Arts - Economics
George Mason University
Fairfax, VA05.2025
Associate of Arts - Business
Northern Virginia Community College
Sterling, VA05.2020
High School Diploma -
South Lakes High School
Reston, VA06.2015
Skills
- Customer relationship management
- Account management
- Cross-selling and partner referrals
- Virginia Notary Public
- Regulatory compliance
- Relationship building
- Product knowledge
- Account servicing
- Balance transfers
- Banking relationship management
- Risk mitigation
- Banking software proficiency
- Securities underwriting
- Meeting sales goals
Timeline
Relationship Banker
M&T Bank
03.2026 - Current
Universal Banker
M&T Bank
09.2024 - 03.2026
Solar Sales Consultant
Nusun Power
08.2023 - Current
Server Shift Leader
Mon Ami Gabi
05.2021 - 01.2024
Bachelor of Arts - Economics
George Mason University
Associate of Arts - Business
Northern Virginia Community College
High School Diploma -
South Lakes High School