Summary
Overview
Work History
Education
Skills
Community Service
Affiliations
Timeline
Generic

Helene Kearney

Drexel Hill,PA

Summary

Experienced client-focused leader with 20+ years of progressive management experience in the Global Financial Services Industry. Skilled in analysis and team enablement to achieve company goals. Results-oriented approach consistently drives goal achievement. Building strong and collaborative relationships is a key strength, excelling in partnership development, maintenance, and strengthening. Strong customer orientation, taking ownership of customer issues from start to finish for effective problem-solving and positive customer experiences. Exceptional service delivery through matching customer needs with aspirational solutions.

Overview

20
20
years of professional experience

Work History

Administrative Manager

Direct Mobile Dental Services
10.2024 - Current
  • Trained employees in company and regulatory compliance requirements to promote conformance.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Updated reports, managed accounts, and generated reports for company database.
  • Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
  • Improved office operations by automating client correspondence, record tracking and data communications.

Assistant Branch Manager

TruMark Financial Credit Union
09.2021 - 09.2024
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

Branch Supervisor IV

BB&T
01.2018 - 01.2021


  • Supported team sales process by action upon or referring identified client needs to other lines of business (mortgage, investments, private banking, small business, merchant service, etc.).
  • Served as contact for client problem resolution regarding deposit, credit, and other products and services.
  • Adhered to internal controls, operational procedures and risk management policies.
  • Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
  • Motivated, trained and disciplined employees to meet performance benchmarks.
  • Delivered product and service quality and inspired team members to reach and maintain department goals and objectives.

Branch Manager, AVP

Santander Bank NA
01.2005 - 01.2018
  • Led, coached and performance managed 7 ~FTE employees in a large branch to outpace target growth goals and retained overall deposits of $55M.
  • Full management accountability for daily processes and strategic planning for teller, personal banking and deposit operations including highly affluent private banking clients.
  • Responsible for managing and administering the annual operating budget and P&L.
  • Implemented strategies with business partners to increase sale production and deposit and loan portfolio balance growth.
  • Increased Customer Satisfaction Scores from 63% in 2015 to 77% in 2018.
  • Increased Banker Profiling behaviors from 40% in 2015 to 82% in 2018.
  • Ranked #2 in district with Balance Growth Campaign, Q3, 2017.

Education

BA - Sociology in Criminal Justice

Villanova University
01.1993

Skills

  • Records management
  • Documentation and control
  • Organizational leadership

Community Service

Lansdowne Business & Professional Association, Member, 01/01/09, 12/31/13

Affiliations

  • Lansdowne Business and Professional Association

Timeline

Administrative Manager

Direct Mobile Dental Services
10.2024 - Current

Assistant Branch Manager

TruMark Financial Credit Union
09.2021 - 09.2024

Branch Supervisor IV

BB&T
01.2018 - 01.2021

Branch Manager, AVP

Santander Bank NA
01.2005 - 01.2018

BA - Sociology in Criminal Justice

Villanova University

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Helene Kearney