Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jill Otis

Scituate,MA

Summary

Dynamic Branch Manager at Liberty Bay Credit Union with a proven track record in enhancing customer satisfaction and driving sales through effective relationship building and strategic oversight. Skilled in client relationship management and staff supervision, consistently exceeding performance targets while fostering a positive team environment.

Overview

38
38
years of professional experience

Work History

Branch Manager

Liberty Bay Credit Union
07.1998 - 09.2024
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Complied with regulatory guidelines and requirements.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.

CNA

Plymouth County
05.1986 - 02.1990
  • Ensured prompt response to call lights, addressing patient needs in a timely manner.
  • Provided emotional support for patients during challenging times, fostering a positive healing environment.
  • Cared for residents in assisted living facility and delivered high-quality support to meet needs.
  • Reduced patient stress levels through effective communication and active listening skills.
  • Utilized therapeutic communication, empathy and active listening skills to encourage and develop positive relationships with patients.
  • Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.

Education

Associate of Applied Business - Accounting And Finance

Aquinas College
Milton,MA
05-1990

Skills

  • Customer relationships
  • Customer service
  • Excellent work ethic
  • Client relationship management
  • Staff management
  • Relationship building
  • Team player
  • Staff supervision

Timeline

Branch Manager

Liberty Bay Credit Union
07.1998 - 09.2024

CNA

Plymouth County
05.1986 - 02.1990

Associate of Applied Business - Accounting And Finance

Aquinas College

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Jill Otis