Experience

Patriot Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Branch Manager

  • Jun 2022 - Present

• Membership Officer

  • 2015 - May 2022



Santander Bank, N.A.

• Hagerstown, Maryland

• Personal Banker

  • May 2014 - May 2015

  Building relationships with customers to enhance & optimize their financial opportunities. Building relationships with customers to enhance & optimize their financial opportunities.



M & T Bank

• Brooklyn Crossing

• Teller in Charge

  • Oct 2012 - May 2014

  • Schedule and Supervise 5 tellers; to include coaching, mentoring and completing formal performance evaluations on a monthly, quarterly and annual basis. • Meeting personal sales goals as well as making sure all tellers meet their goals as well. • Ensure Branch is in compliance with applicable Teller policy and procedures. • Ensure Branch is operationally sound and ready for audit at all times. • Maintain branch cash vault and ensure all tellers and both ATM’s are balanced. • Schedule and Supervise 5 tellers; to include coaching, mentoring and completing formal performance evaluations on a monthly, quarterly and annual basis. • Meeting personal sales goals as well as making sure all tellers meet their goals as well. • Ensure Branch is in compliance with applicable Teller policy and procedures. • Ensure Branch is operationally sound and ready for audit at all times. • Maintain branch cash vault and ensure all tellers and both ATM’s are balanced.



Sandy Spring Bank

• United States
• Banking
• 700 & Above Employee

• Teller Supervisor II

  • Mar 2012 - Aug 2012

  • Newly established sales culture generated new accounts, loans and investment referrals in order to consistently exceed branch goals. • Scheduled and supervised 7 tellers, including coaching, mentoring and completing formal performance evaluations on a monthly, quarterly, and annual basis• Prepare Disciplinary and Corrective action reports• Ensured branch was in compliance with applicable Teller policy and procedures, including preparation for annual branch audits • Reviewed, analyzed, and investigated discrepancies for the Teller Difference report and prepared the Teller Scorecards• Audited cashier’s checks and American Express checks • Helped the platform staff as needed in opening and servicing client accounts.• Balanced branch, ATM’s (three at this location), and teller currency dispense machine at the end of each day• Maintained branch cash vault at optimum level Show less

• Senior Personal Banker

  • Apr 2008 - Mar 2012

  • Opened accounts with a consistently high cross-sell ratio• Top Performer in bringing new Households to the bank• Consistently over-delivered on branch goals • Helped clients reconcile their check books with their bank statements• Made sure the branch was in compliance in regards to audit requirements and missing documentation for accounts opened • Assisted the branch in increasing Consumer loans through aggressive calling efforts• Excellent mystery shop results; 95 to 100% every time• Directed high net worth clients to financial consultant to sell other profitable products• Obtained and input consumer loan applications Show less

• Teller Supervisor

  • Jul 2004 - Apr 2008

  Scheduling and supervision of five tellers, including coaching, mentoring and completing formal performance evaluations on a monthly, quarterly, and annual basis. Ensuring compliance of policy and procedures with an aim to achieving an excellent score on the annual branch audit.