Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jo-Ann O'Reilly

Saratoga Springs,NY

Summary

Results-driven banking professional with over 35 years of customer service excellence and team building management. Expert in problem solving and business development, focused on enhancing client experiences through best practices and regulatory compliance. Dedicated to driving team success and achieving organizational objectives.

Overview

36
36
years of professional experience
2
2
Certifications

Work History

Assistant Treasurer/Branch Manager

Adirondack Trust Company
Saratoga Springs, NY
10.1989 - 01.2026

Started as an entry level teller who achieved promotion to management within three years through training, determination and adaptability.

  • Executed teller duties, ensuring accurate cash handling and ATM reconciliation.
  • Supervised branch staff while emphasizing coaching and sales goal attainment.
  • Identified business opportunities, implementing strategies that drove growth.
  • Generated comprehensive reports for senior management daily, weekly, monthly, and quarterly.
  • Coordinated with facilities and security teams to maintain a safe environment.
  • Utilized Microsoft Suite (Word, Excel, Outlook, Teams), ADP scheduling, payroll, Horizon XE, and Chrome for efficient task management.

Education

Leadership Saratoga -

Saratoga County Chamber of Commerce
Saratoga Springs, NY
01-2000

High School Diploma -

Saratoga Springs High School
Saratoga Springs, NY
06.1984

1984-1986 -

Adirondack Community College
Queensbury, NY

Skills

  • Account auditing and reconciliation
  • Regulatory compliance
  • Banking best practices
  • Customer relationship management
  • Business development
  • Proactive problem solving
  • Adaptability to change
  • Attention to detail
  • Organizational skills
  • Record keeping
  • Fundraising and community engagement

Certification

New York State Notary Public

Timeline

Assistant Treasurer/Branch Manager

Adirondack Trust Company
10.1989 - 01.2026

Leadership Saratoga -

Saratoga County Chamber of Commerce

High School Diploma -

Saratoga Springs High School

1984-1986 -

Adirondack Community College
Jo-Ann O'Reilly