Edith P.

Experience

• 

  Patriot Bank, National Association

  Dec 2004 - Aug 2005

  Teller Supervisor

  Supervised a team of bank tellers to maximize client success while maintaining all operational aspects of banking service. Completed performance reviews for all Tellers as well as developed and coached employees in all operational procedures. Results: --> Improved branch productivity by streamlining daily functions, on-boarding new staff and driving additional sales.--> Expanded client relationships and fostered superior customer service by working with Branch Management in selling customized banking solutions.--> Minimized risk by balancing operational controls, expenses, and customer service. Show less

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  Washington Mutual Bank

  Sept 2005 - Nov 2006

  Financial Services Representative

  Performed intermediate management duties related to branch operational activities and financial services. Promoted business for the bank by referring clients to the appropriate staff. Results: --> Generated new business by managing client portfolios, maintaining effective relationships, and identifying opportunities to cross-sell products and services to existing and prospective clients. --> Ensured timely sales fulfillment by closely managing banking operations and fostering cross-organizational communications. Show less

• 

  Apple Bank

  Dec 2006 - now

  Became the Acting Branch Manager while the Branch Manager was on extended leave. Supervised all branch operations in absence of Branch Manager. Managed Branch through COVID-19 restrictions. Accountable for day-to-day operations of the branch and managerial administration functions including interviewing, hiring and performance reviews. Results: --> Developed the branch from 0 to $62M in 18 months by working closely with the branch manager and senior team.--> Increased annual sales by 20% through COVID-19 restrictions by creating strategies to develop and expand existing client sales.--> Exceeded targeted sales goals by 10% year-over year by using networking opportunities to create successful on-going business relationships. --> Continually maintains communication between the branch and senior management by preparing daily, monthly, and quarterly operational and productivity reports.--> Manages and ensures branch audits for compliance with federal laws and regulations by bank administration and other regulatory agencies. --> Managed a successful branch opening and recognized as a leader in achieving most deposits within a 6-week opening.--> Implemented action plans to improve operational controls and mitigated controllable losses while optimizing the customer experience.--> Exceeded the Liability goal of 114M by 10% by setting up sales plans and continuing to engage with clients. Show less Coached staff and managed day to day branch sales operations, and service delivery by creating operational excellence through sound branch practices. Organized joint sales calls with current customers and new prospects.Results: --> Ensured branch consistency by assisting the Branch Manager with all team member activities related to sales staff including interviewing, hiring, coaching, and performance management.--> Effectively communicated and implemented performance standards and sales objectives by working cooperatively with senior management.--> Conformed with all regulatory requirements including Bank Secrecy Act, Anti-Money laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment. Show less Selected as part of the conversion team to remediate multiple branches between all staff, operations, and bank operating software. Coached all staff and branch managers on the policies of Apple Bank. Managed all operational aspects of the branch including but not limited to evaluating new personal and business accounts, approving loans and lines of credit, ensuring compliance with banking regulations, and staff performance reviews. Results: --> Ensured efficient banking operations by conducting monthly, quarterly, and semiannual branch audits.--> Recommend operational enhancement to achieve business efficiencies and risk mitigation by reviewing retail branch operational policies and procedures.--> Ensured top sales performance by managing sales referrals goals for all individuals as well as the team. --> Coached and developed branch staff members operationally and sales by creating individualize methods for each staff member. Show less Full-service support of checking, money markets, savings trusts, retirement accounts, currency exchanges and wires. Mentored newly hired Customer Service Representatives. Results: --> Generated new business through presentation of banking products specific to the client’s goals while providing a high standard of customer service. --> Consistently exceeded monthly quotas for starting new accounts by utilizing tri-lingual communications.--> Facilitated smooth acquisitions and mergers by mentoring new employees. Show less

  • Assistant Bank Manager/ Assistant Treasurer

    Jul 2015 - now

  • Assistant Bank Manager.

    Jun 2013 - Jul 2015

  • Branch Operations Manager

    Jul 2010 - May 2013

  • Universal Banker

    Dec 2006 - Jun 2010