Anna Wojciechowski
Branch Manager at Polam Federal Credit Union- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
-
Polish -
Topline Score
Bio
Credentials
-
Notary Public of the State of California
-Apr, 2018- Oct, 2024
Experience
-
Polam Federal Credit Union
-
United States
-
Banking
-
1 - 100 Employee
-
Branch Manager
-
Jul 2016 - Present
Ensures the daily branch operations are conducted in accordance with established credit union policies to include legal and regulatory requirements. Communicates effectively at all levels and possess skills in planning with the ability to monitor and report. Promote an enthusiastic service/sales culture within branch so that member service goals and product sales goals established by the Credit Union may be met or exceeded each year. Recommends changes to senior management and implements decision within delegated authority. Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and credit union and area competitors’ products and services affecting branch operations. Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems. Strives to improve the level of service constantly. Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Polam Federal Credit Union’s policies and procedures. Ensure that employees, processes, and procedures under area of supervision comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Polam Federal Credit Union’s policies and procedures.
-
-
-
Armanino LLP
-
United States
-
Accounting
-
700 & Above Employee
-
Administrative Assistant
-
Feb 2016 - Jul 2016
Process client engagement letters, tax returns, extensions, financial statements and related filing. Process multi-document filings for clients, often coordinating with a team of several employees to ensure timely and accurate filings. Review, analyze and prepare complex statements for tax preparers. Handle incoming office calls, mail and package deliveries, including courier services. Monitor requests for onsite Operations Support services. Maintain office: order and stock new supplies as needed; responsible for the upkeep of office lobby, conference and copy rooms. Assist with planning and scheduling meetings, responds to various inquiries both external and internal, managing communication via email, phone calls etc.
-
-
-
Cubic
-
India
-
1 - 100 Employee
-
CSR
-
Jun 2013 - Oct 2013
Answering all incoming phone calls from Patrons regarding run transit fare payment programs. Processing all card registrations, faxes and emails inquiries within contractual Key Performance Indicator timelines and accuracy requirements. Notifying management of all encounters that deviate from established policies, procedures and written/verbal instructions. Processing lost/stolen, damaged/defective cards patron requests. Processing authorized refunds via electronic transfers and banked money . Assisting with web account set-up and web access issues. Initializing outbound courtesy calls as needed.
-
-
-
The Kraft Heinz Company
-
Netherlands
-
Food & Beverages
-
1 - 100 Employee
-
Sales Representative
-
Jun 2006 - Apr 2011
Sales lead and representative of powerful brands; Oreos, Chips Ahoy, Wheat Thins and other Nabisco products. Grow and foster good relationships with customers and Kraft business partners through selling, planning, ordering, merchandising and distribution. Manage team of merchandisers through daily workload such as merchandising, shelving and pricing. Sales lead and representative of powerful brands; Oreos, Chips Ahoy, Wheat Thins and other Nabisco products. Grow and foster good relationships with customers and Kraft business partners through selling, planning, ordering, merchandising and distribution. Manage team of merchandisers through daily workload such as merchandising, shelving and pricing.
-
-
Education
-
2002 - 2010
Oakland Community College
General Studies Associate Degree, General Studies
Community
