Briana Pandithage
Walnut Creek
Summary
Analytical Compliance Specialist boasting 9+ years in financial operations, specializing in dispute resolution and rigorous compliance. Expert in leveraging analytical prowess and Salesforce proficiency to boost operational efficiency and customer satisfaction. Proven success in risk management and collaborative teamwork, committed to advancing compliance procedures and streamlining processes.
Overview
9
9
years of professional experience
Work History
Sr. Member Service Representative II
Patelco Credit Union
09.2022 - 01.2025
- Oversee Salesforce ticket resolution; maintain 100% success, enhancing efficiency and compliance.
- Resolve 95% of escalated customer issues on first contact, ensuring high satisfaction.
- Conduct branch audits to uphold BSA standards, ensuring compliance and accuracy.
- Maintain operational excellence through regular branch audits, precise transaction processing, and meticulous compliance with banking standards
Bank Teller
Wells Fargo
01.2017 - 01.2019
- Managed sensitive financial transactions, ensuring accuracy and compliance with banking regulations while maintaining high customer service standards.
- Identified and prevented fraudulent activities, safeguarding company assets and customer accounts through vigilant analysis of transactions.
- Evaluated transaction patterns to detect suspicious activities, contributing to the branch's risk management and compliance objectives
Assistant Store Manager
Walgreens
07.2016 - 01.2017
- Streamlined store operations and implemented strategic workflow improvements, driving customer satisfaction scores to 4.5/5 while optimizing team performance
- Analyzed store performance metrics to identify growth opportunities and implement data-driven solutions for operational enhancement
- Coordinated with district management to implement new store policies, ensuring smooth transition and staff compliance with updated procedures
Education
Associate of Science - Business Administration
Contra Costa College
San Pablo, CA06.2019
Skills
- Regulatory Compliance
- Audit Management
- Team Collaboration
- Analytical Skills
- Risk Mitigation
- Policy Development
- Salesforce
- Jira
- Microsoft Excel
Timeline
Sr. Member Service Representative II
Patelco Credit Union
09.2022 - 01.2025
Bank Teller
Wells Fargo
01.2017 - 01.2019
Assistant Store Manager
Walgreens
07.2016 - 01.2017
Associate of Science - Business Administration
Contra Costa College
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