Tara Gillis

Operations Specialist at Pittsford Federal Credit Union
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Contact Information
Location
Fairport, US

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Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Operations Specialist
      • Aug 2015 - Present

      Mendon, NY Providing member support for back office operations to all members. Administer and analyze all client activities and member data and assist to resolve complex issues. Supervise and process inbound and outbound data transfer and balance all related information. Preparing and maintaining records of all bank deposits, generate and submit customer invoices efficiently. Preparing daily, monthly, quarterly and yearly reports. Processing accounts payable.

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Assistant Cage Manager
      • Jun 2015 - Dec 2015

      Farmington, NY Schedule, evaluate, train, develop and monitor subordinate personnel. Interview applicants for subordinate positions, assign work, grant overtime and early outs, train employees and recommend wage increases and promotions. Maintain the integrity of the central banking operations of the property. Keep administration informed of the activities and status of the operation emphasis on uncommon or possible issues.

    • United States
    • Banking
    • 100 - 200 Employee
    • All Branch MSS
      • Aug 2014 - May 2015

      Assisting members with routine account-related requests such as: funds transfers, automatic funds transfers, stop payments, inquiries about deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties. Research and resolve member problems, acting as the member liaison between other bank departments when necessary… Show more Assisting members with routine account-related requests such as: funds transfers, automatic funds transfers, stop payments, inquiries about deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties. Research and resolve member problems, acting as the member liaison between other bank departments when necessary. Assisting members with applying for loans including Home equity and Mortgage loans, opening accounts and any account maintenance. Also completing teller transactions for members.

    • Teller
      • Apr 2008 - Aug 2014

      Providing account services to members by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. Recording transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. Cross-sell bank products by answering inquiries;… Show more Providing account services to members by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. Recording transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. Cross-sell bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.Completing special requests by closing accounts; taking orders for checks; opening and closing Christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Teller
      • Aug 2005 - Apr 2008

      Providing account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. Recording transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. Cross-sell bank products by answering inquiries;… Show more Providing account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. Recording transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. Cross-sell bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.Completing special requests by closing accounts; taking orders for checks; opening and closing Christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures. Supervisor of 3 other employees and ATM custodian. Show less

    • United States
    • Restaurants
    • 700 & Above Employee
    • Shift Manager
      • Jul 2001 - Feb 2006

Education

  • Finger Lakes Community College
    Associate's degree, Human Services, General
    2010 - 2013

Community

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