Trineshia Williams

Branch Manager at Patriot Bank, N.A.
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Contact Information
us****@****om
(386) 825-5501
Location
Middletown, New York, United States, US

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Experience

    • United States
    • Banking
    • 100 - 200 Employee
    • Branch Manager
      • Nov 2022 - Present

      • Pay close attention to operational guidelines to ensure the safety and soundness of the branch, including fee rebates• Oversee internal audits on teller cashboxes and all cash entities• Maximize growth potential by effectively scheduling employees to ensure great customer experiences• Identify emplovee performance gaps and created individual development plans to resolve those deficiencies• Works closely with commercial lending team and contact existing customers in order to exceed sales goals• Works closely with the CFO in opening and maintaining wholesale rates offered to certain deposit gathers• Recently appointed the entrusted person for anyone that needs guidance with navigating through theapplication process for our loan originating system Show less

    • Branch relationship manager
      • Jan 2021 - Jan 2023

    • Assistant Branch Manager- AVP
      • Nov 2016 - Jan 2021

    • Senior Service Associate
      • Mar 2016 - Nov 2016

      ●Use sales referral skills to identify customer needs and recommend accounts and service.●Maintain vault cash within required limits.●Responsible for the maintenance and control of all audit and security logs.●Balances the vault, ATM and Branch Settlement daily.●Perform unannounced monthly audits of Service Associate Cash drawers and travelers checks.●Reviews and approves transactions over Service Associate limit.●Trains Service Associate when necessary and ensures adequate Service Associate staffing.●Performs all other essential Service Associate duties.●Ensures that each Service Associate balances every day. ●Provides assistance to locate any differences and reports to Branch Manager.●Opens and closes Branch when needed.● NMLS License Show less

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Customer Service Representative
      • Nov 2013 - Mar 2016

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Customer Service Representative
      • Jun 2012 - Nov 2013

    • United States
    • Banking
    • 700 & Above Employee
    • Head Teller
      • Jul 2009 - Oct 2011

      Trained teller staff to cross sells products and services offered by the bank. Trained new employees on the use of the bank software to conduct financial transactions and open new accounts. Cross-sell banking services and products to clientele. Participate in community events to help position the bank as a leader within the territory. Responsible for daily proof of the ATM and branch vault. Assist with monthly branch audits. Highlights: Assisted in achieving a 40% growth in branch deposits, and a 15% increase in overall accounts. Assisted in developed a strategic marketing campaign targeting accountants, attorneys, and medical professionals which has generated substantial referrals and overall bank awareness in the community. Show less

    • Head Teller
      • Apr 2006 - Jul 2009

      Responsible for the monthly scheduling of all branch tellers and platform personnel. Trained teller staff to cross sells products and services offered by the bank. Trained new employees on the use of the bank software to conduct financial transactions and open new accounts. Cross-sell banking services and products to clientele. Participate in community events to help position the bank as a leader within the territory. Responsible for daily proof of the ATM and branch vault. Responsible for opening and closing of the branch 2-3 times a week. Assist with monthly branch audits. Show less

Education

  • Mount Vernon High School
    1994 - 1998
  • Mercy College
    International Business

Community

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