Cathleen Granese
Summary
Experienced and successful financial professional that offers a diverse background that has always placed the customer as the number one priority. This has been accomplished by ensuring all team members are engaging customers in sales conversations that identify appropriate financial solutions to help them consistently improve their financial well being and loyalty.
Overview
24
24
years of professional experience
Work History
Assistant Branch Manager
Picatinny Federal Credit Union
01.2023 - Current
- Supports the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Train, coach, and lead by example a branch culture dedicated to providing a personalized experience for our members that is meaningful, convenient, and friction-free.
- Monitors daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversees successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responds immediately to customer concerns, working with manager to significantly raise member satisfaction.
- Exceptional brand ambassador for Picatinny with an unfailing passion and extensive financial knowledge. As a result has brought back from community events countless new members and business opportunities for our branch and the credit union as a whole.
Senior Member Experience Professional
Picatinny Federal Credit Union
11.2016 - 01.2023
- Self-motivated, with a strong sense of personal responsibility of the Denville branch.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Consistently exceeded sales and member satisfaction goals.
- Volunteered to be Care Team rep of Denville branch and also to help successfully launch Awardco our current internal recognition program.
Senior Sales and Service Representative
PNC Bank
01.2014 - 11.2016
- Delivered product demonstrations tailored to clients' specific requirements, showcasing features that would benefit their businesses directly.
- Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.
- Consistent top five percent in sales performance in region.
- Recipient of Gallop Workplace Award recognizes my customer satisfaction performance being in the top one percent in the entire bank.
Business Owner
Good Sports, Inc.
01.2000 - 06.2015
District Sales and Service Manager, Branch Manager
PNC Bank
08.2002 - 01.2014
Education
Bachelor of Arts - Business Management
William Paterson University of New Jersey
Wayne, NJBusiness School Certification - Real Estate Investing And Finance / AI Strategy
Cornell University
Ithaca, NY (Web Based Curriculum)05.2023
Skills
- Ability to successfully manage the customers' experience by identifying opportunities to improve their financial well being
- Strong interpersonal and communication skills to position solutions to drive new revenue and customer loyalty
- Self-starter with excellent time management abilities, excellent multi-tasking skills, and solution based problem solving skills
- Team Development by inspiring the cooperation, motivation, and confidence of others
- Operational Efficiency
Affiliations
- Project Kind, Eleventh Hour, Interfaith Food Pantry
Timeline
Assistant Branch Manager
Picatinny Federal Credit Union
01.2023 - Current
Senior Member Experience Professional
Picatinny Federal Credit Union
11.2016 - 01.2023
Senior Sales and Service Representative
PNC Bank
01.2014 - 11.2016
District Sales and Service Manager, Branch Manager
PNC Bank
08.2002 - 01.2014
Business Owner
Good Sports, Inc.
01.2000 - 06.2015
Bachelor of Arts - Business Management
William Paterson University of New Jersey
Business School Certification - Real Estate Investing And Finance / AI Strategy
Cornell University
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