Tyler Bay, MBA

AVP, Business Banking Relationship Manager at MutualOne Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Worcester, Massachusetts, United States, US

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Credentials

  • Notary Public
    Commonwealth of Massachusetts
    Dec, 2020
    - Oct, 2024

Experience

  • MutualOne Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • AVP, Business Banking Relationship Manager
      • Jan 2023 - Present

    • Business Banking Relationship Manager
      • May 2021 - Jan 2023

    • Business Banking Specialist
      • Jul 2018 - May 2021

  • Cambridge Savings Bank
    • United States
    • Banking
    • 300 - 400 Employee
    • Client Service Associate
      • Apr 2017 - Jul 2018

      Maintain relationship with internal and external clients, providing support with ACH, Remote Capture, Lockbox, and online banking services. Lead the account opening process within the team which includes preparation of documents, verification, and submission of all necessary paperwork, ensuring accurate and timely account opening. Created and improved on daily and monthly procedures for more efficient and consistent processing. Provided excellent customer service via email and phone on daily requests as well as troubleshooting issues. Resolved risk items within department on a weekly basis involving overdrafts, rejected transactions, and issues regarding new accounts. Show less

  • The Roosevelt Investment Group, Inc.
    • Portfolio Administrator/ Client Service Associate
      • Aug 2015 - Apr 2017

      Reconciled over 1K accounts on a daily basis to prepare for month-end closings. Reported cash flows and checked cash levels enabling proper investment by the Portfolio Managers. Researched and resolved domestic equity and fixed income trade discrepancies. Processed new account paperwork and termination of accounts. Provided excellent customer service to custodians, brokers and clients. Assisted internal investment counselors with ad-hoc client specific needs. Liaison between firm and outsourcing partner for reconciliation, inquiries and trade settlements. Show less

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Fund Administrator
      • Nov 2014 - Aug 2015

      Ensured all documentation used to calculate the NAV have been received and are accurate. Researched and resolved financial discrepancies. Assembled financial statements with all supporting documentation (SAL, SOP, SOC, FiHi’s, as well as the 157 & 161 tables). Prepared interim and annual financial statements and quarterly Schedule of Investments.

    • Bank Loan Specialist
      • Dec 2013 - Nov 2014

      Processed trades, booked wire receipts and disbursements to various banks. Reconciled daily cash balances for more than six portfolios. Assisted the Investment Managers on their portfolios, performed ad hoc requests, and provided daily reporting per client specific guidelines.

  • UMass Memorial Medical Center
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Career Path Intern
      • Jul 2013 - Dec 2013
  • South Worcester Neighborhood Improvement Center
    • Accounting Intern
      • Dec 2012 - Jun 2013
  • UMass Dartmouth
    • United States
    • Government Administration
    • Housing Intern
      • Aug 2012 - May 2013

Education

  • Assumption College
    Masters in Business Administration
    2013 - 2014
  • UMass Dartmouth
    Bachelor's degree, Accounting
    2009 - 2013

Community

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