Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Caitlyn J. Lucas

Hatfield,MA

Summary

Highly motivated with a strong desire to take on new challenges and excel in work. Possesses a solid work ethic, adaptability, and exceptional interpersonal skills, enabling effective collaboration and contribution to a positive team environment. Demonstrates a proven ability to work unsupervised and quickly acquire new skills, resulting in high productivity and efficiency in any role. Eager to join a dynamic team to make valuable contributions and support the achievement of organizational goals.

Overview

11
11
years of professional experience

Work History

Assistant Branch Manager

Florence Bank
04.2021 - Current
  • Monitors daily operations and supports the Branch Manager in necessary duties.
  • Oversees all branch functions in the manager's absence.
  • Supervises and mentors Customer Service Representatives.
  • Assists and advises Teller Operations Manager.
  • Executes all platform responsibilities with a focus on service excellence and sales.
  • Assists with business development and sales management activities.
  • Cultivates strong client connections founded on experience and trust.
  • Maintains regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Performs closings on in Branch Home Equity Line of Credit and Home Equity Loan Products.
  • Completes Personal Overdraft Line of Credit applications, processing and closings.

Banking Center Assistant Manager

PeoplesBank
05.2019 - 04.2021
  • Directed day-to-day functions of the Banking Center when the manager was unavailable.
  • Managed the Banking Center team including both Specialists and Senior Specialists.
  • Provided exceptional service while completing platform and teller tasks.
  • Managed comprehensive banking center operations and regulatory adherence in the absence of the Banking Center Operations Specialist.
  • Supported business growth initiatives.
  • Held an active NMLS
  • Completed Home Equity Loan and Line of Credit applications and performed closings.

Full Time Management Development Apprentice

PeoplesBank
01.2018 - 05.2019
  • Developed an in-depth familiarity with the business offerings, workflows, and technologies of the Bank.
  • Enhanced understanding of banking concepts specifically related to PeoplesBank.
  • Developed strong leadership and management capabilities.
  • Achieved experience across 13 departments in 18 months.

Previous Full Time Positions

PeoplesBank
06.2014 - 01.2018

Banking Center Specialist - Northampton Banking Center

Head Teller - Amherst Banking Center

Senior Teller - Amherst Banking Center

Teller - Amherst Banking Center

Education

Bachelor of Business Administration - Management

University of Massachusetts Amherst
Amherst, MA
05.2014

Associate of Science - Business Administration

Holyoke Community College
Holyoke, MA
08.2012

Skills

  • Microsoft Office Proficiency (Excel, Word, PowerPoint, Outlook)
  • Insight
  • Staff Development
  • Cash Handling
  • Customer Retention
  • Team Development
  • Effective Problem Resolution
  • Exceptional Customer Service
  • Home Equity Product Closings

Affiliations

  • 127-163 Round Hill Road Condominium Association – Board Trustee January 2018 – August 2019
  • Big Brothers Big Sisters of Hampshire County – Big Sister January 2018 – December 2022
  • PeoplesBank Social Committee – Co-Chair January 2019 – April 2021
  • Friends of the Hatfield Council on Aging – Board Member June 2021 –2023
  • Northampton Area Young Professionals

Timeline

Assistant Branch Manager

Florence Bank
04.2021 - Current

Banking Center Assistant Manager

PeoplesBank
05.2019 - 04.2021

Full Time Management Development Apprentice

PeoplesBank
01.2018 - 05.2019

Previous Full Time Positions

PeoplesBank
06.2014 - 01.2018

Bachelor of Business Administration - Management

University of Massachusetts Amherst

Associate of Science - Business Administration

Holyoke Community College
Caitlyn J. Lucas