Holly Lombardo
Saugerties,NY
Summary
Experienced with leading branch operations and managing staff to ensure smooth daily functions. Utilizes strategic planning to enhance overall performance and customer satisfaction. Track record of fostering team collaboration and maintaining high operational standards.
Overview
15
15
years of professional experience
Work History
Branch Manager
Mid- Hudson Valley Federal Credit Union
05.2024 - Current
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
- Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
- Enhanced employee engagement by organizing team-building activities, training sessions, and open communication channels within the branch.
Branch Supervisor
Mid-Hudson Valley Federal Credit Union
08.2023 - 05.2024
- Improve customer satisfaction by efficiently managing and resolving customer inquiries and concerns.
- Conduct regular monthly teller cash drawer, vault and TCR audits.
- Medallion Signature Guarantee Certified and Notary Public
- Enhance member satisfaction by addressing and resolving complex account inquiries promptly and professionally.
- Open new accounts, IRA's, Take loan applications and see through to the end of booking.
- Deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Cross sell products and services and attain monthly sales goal.
- Review all new accounts and reports within the branch and DNA activity reports.
- Balance personal teller machines and problem any issues that may arise
- Respond to after-hours security calls
- Support the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Lead Member Service Representative
Mid-Hudson Valley Federal Credit Union
03.2021 - 08.2023
- Improved member satisfaction by efficiently managing and resolving customer inquiries and concerns.
- Medallion Signature Guarantee Certified and Notary Public
- Enhanced member satisfaction by addressing and resolving complex account inquiries promptly and professionally.
- Opened new accounts and IRAs
- Processed loans from initial application through to booking
- Delivered exceptional customer service to every member by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Cross sold products and services and attain monthly sales goal.
- Reviewed all new accounts and reports withing the branch and DNA activity reports.
- Balanced personal teller machines and problem any issues that may arise
- Responded to after=hours security calls
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Member Service Representative
Mid-Hudson Valley Federal Credit Union
01.2010 - 03.2021
- Improved customer satisfaction by efficiently managing and resolving customer inquiries and concerns.
- Enhanced member satisfaction by addressing and resolving complex account inquiries promptly and professionally.
- Open new accounts, IRA's
- Processed loans from initial application through to booking
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Cross sold products and services and attained monthly sales goal.
- Reviewed all new accounts and reports
- Balance personal teller machines and problem any issues that may arise
- Covered teller line when needed
Education
High School Diploma -
Saugerties Jr. / Sr. High School
Saugerties06.2001
NY State License - Cosmetology
ULSTER COUNTY BOCES
Port Ewen, NY06.2001
Skills
- Team Management
- Staff Training
- Problem-Solving
- Coaching and Mentoring
- Customer Service
- Products and Services Knowledge
- Cross-Selling and Partner Referrals
Timeline
Branch Manager
Mid- Hudson Valley Federal Credit Union
05.2024 - Current
Branch Supervisor
Mid-Hudson Valley Federal Credit Union
08.2023 - 05.2024
Lead Member Service Representative
Mid-Hudson Valley Federal Credit Union
03.2021 - 08.2023
Member Service Representative
Mid-Hudson Valley Federal Credit Union
01.2010 - 03.2021
High School Diploma -
Saugerties Jr. / Sr. High School
NY State License - Cosmetology
ULSTER COUNTY BOCES
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