Dynamic Branch Analyst with expertise in project management, financial analysis, and budget preparation. Proven ability to enhance processes through cross-functional collaboration and deliver impactful presentations to management.
Overview
17
17
years of professional experience
2
2
Certifications
Work History
Branch Analyst
ESL Federal Credit Union
Rochester, New York
02.2015 - Current
Represented Frontline in various corporate and local projects, ensuring completion of project plans and scoping sheets as well as keeping management informed.
Collaborated with vendors during contract negotiations to enhance existing systems and processes.
Delivered bi-weekly presentations to Frontline Management, providing critical updates for Retail Banking.
Partnered with cross-functional departments to improve Frontline processes, procedures, and systems.
Prepared annual Non-Interest Expense/Income Budget for Retail Banking and reported on quarterly variances.
Assistant Branch Manager
ESL Federal Credit Union
Rochester, New York
07.2011 - 02.2015
Oversaw daily branch operations to ensure effective service delivery.
Managed teller line and cash management operations efficiently.
Assisted in hiring and developing branch staff to enhance performance.
Coached Teller and MSR team members on Member Focus Behaviors and sales achievement.
Collaborated with support departments to refine internal policies and procedures.
Represented Retail Banking in End User Setup Review, Teller Workstation Replacement, and DNA Upgrade Projects.
Teller & Member Service Representative
ESL Federal Credit Union
Rochester, NY
12.2008 - 07.2011
Exceeded individual sales and operational goals while enhancing service performance levels.
Maintained high accuracy in opening new accounts and processing transactions.
Education
High School Diploma -
Webster Thomas High School
Webster, NY
06-2005
Skills
Project management
Financial analysis
Budget preparation
Data visualization
Customer relationship management
Sales management
Operational Subject Matter Expert
Manage teams
Cross-functional collaboration
Certification
Lean Six Sigma Green Belt- June 2019
Affiliations
Chair, Rochester Community Robotics Inc. (501c3 Non-Profit)- 2008 to present