Katrina Basil

Experience

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  Victoria's Secret

  Oct 2006 - Jun 2008

  Sales Manager

  Perfected management, sales, and customer service while achieving personal and store goals

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  M&T Bank

  Jan 2009 - Oct 2009

  Personal Banker

  Enhanced customer service and sales skills learned from SDP; responsible for managing portfolio customers, handling walk-in customers' accounts and successfully achieved sales goals in both banking and investment productsActively involved and leader in branch operations to attain an Outstanding Audit in 2009Sales Development Program, Tonawanda Branch, June 2008 - January 2009Perfected the sales process and operational procedures of branch networkExperienced teller line and personal banker positions enhancing familiarity to coach towards Show less

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  M&T Bank Corporation

  Oct 2009 - May 2014

  Assistant Branch Manager

  Collaborate with manager and sales staff to work towards branch goalsHold monthly coaching sessions to develop the team's sales skills and operational excellence; all tellers successfully uphold quarterly referral goalsEnsure team maintains and refines branch operations by following procedures; scored 89 on 2011 AuditLead team huddles to discuss sales goals, updates, service excellence, and to train and educate staff in perfecting these areas to enhance customer experience to drive results Show less

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  M&T Bank

  May 2014 - Sept 2015

  Responsible for sourcing and enhancing Business Deposit and Business Lending relationships for Commercial customersManage team(s) towards achieving branch goals while upholding M&T’s Key PrioritiesDevelop and coach team members to support their individual sales goals as well as their long-term career goalsMaintain high level of customer service to achieve goalsResponsible for training staff, executing, and supporting new and developing campaigns Stand out among peers with offers of various opportunities as a training and development leaderCollaborate with internal business partners to reach the branch’s business unit goals of Mortgage, Business Lending, Business Deposits, Investment and InsuranceDevelop relationships with external business partners outsourced by M&T BankEnsures team adheres to all regulatory policies related to Risk Management; particularly Anti-Money Laundering/Bank Secrecy ActEffectively communicates product and policy changes to ensure branch team remains proficient and consistent with sales and serviceEnsure team refines and maintains branch operations by following procedures; Perfect Audit 2014, 2015 Show less

  • Senior Branch Manager

    Aug 2015 - Sept 2015

  • Branch Manager

    May 2014 - Aug 2015
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  Citi

  Oct 2015 - now

  • Manage Internal Compliance team responsible for reconciling electronic and paper-based statements for Citi employees covered by the Personal Trading and Investment Policy (PTIP)• Enhance Reconciliation and Personal Trading and Outside Activities function:• Implemented programs to improve employee experience to promote compliance success• Develop, Administer, and Present Reporting & Metrics • Collaborate with Internal and External Partners• Execute cohesive practices and policies to support PTOA Globalization Show less

  • Senior Vice President Compliance Product Group Manager

    Sept 2020 - now

  • Compliance Officer and Vice President

    Oct 2015 - Sept 2020