Tara Gillis
Operations Specialist at Pittsford Federal Credit Union- Claim this Profile
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Bio
Experience
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Pittsford Federal Credit Union
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United States
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Banking
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1 - 100 Employee
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Operations Specialist
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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.
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Assistant Cage Manager
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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.
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Reliant Community Federal Credit Union
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United States
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Banking
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100 - 200 Employee
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All Branch MSS
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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.
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Teller
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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.
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M&T Bank
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United States
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Financial Services
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700 & Above Employee
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Senior Teller
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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
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Taco Bell
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United States
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Restaurants
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700 & Above Employee
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Shift Manager
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Jul 2001 - Feb 2006
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Education
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Finger Lakes Community College
Associate's degree, Human Services, General