Joann Pantano
New Braunfels
Summary
Experienced with managing branch operations and driving team performance to achieve business goals. Utilizes strategic planning and effective leadership to enhance operational efficiency. Track record of fostering strong client relationships and implementing successful financial strategies.
Overview
29
29
years of professional experience
Work History
Branch Manager & Administrative Officer
Texas Regional Bank
San Marcos, TX
02.2025 - Current
- Directed branch operations to ensure compliance with regulatory standards and internal policies.
- Led team in achieving exceptional customer service levels, enhancing client satisfaction and retention.
- Implemented innovative marketing strategies to increase local market share and drive business growth.
- Mentored staff through performance evaluations, fostering professional development and skill enhancement.
Teller Supervisor
Texas Regional Bank
San Marcos, TX
10.2023 - 02.2025
- Supervised daily operations and ensured compliance with banking regulations.
- Trained and mentored teller staff to enhance customer service skills.
- Streamlined cash handling processes, improving accuracy in transaction processing.
- Resolved customer inquiries efficiently, fostering positive banking relationships.
Part Time Teller Operations Specialist
Texas Regional Bank
Wimberley, TX
05.2023 - 10.2023
- Welcomed customers and offered pleasant service during entire transaction.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Responded and assisted customers with account inquiries and updates.
- Maintained confidentiality of bank records, transactions and customer information.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Reconciled cash and checks against computer records at end of shift.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
Catering Sales Executive
Culinary Creations
Hillsborough, NJ
03.2006 - 05.2021
- Spoke directly with clients to put the best quote together based on their needs for the event type in which they were planning
- Conducted Site visits to help guide them with layout information
- Coordinated their rental needs
- Day of Coordinator for all events to ensure all was going as planned
- Ensured set up for day of was completed in the time frame needed
- Informed customers of contracts and other information pertaining to events planned
- Contacted prospective or existing customers to discuss services.
Assistant Branch Manager
Affinity Federal Credit Union
Basking Ridge, NJ
09.2002 - 03.2006
- Communicated and implemented new ideas and strategies to improve sales, marketing, and staff development
- Enforced branch compliance with audit and regulatory procedures
- Stayed abreast of products and services, promotions, and other company initiatives
- Maintained high level of employee morale to maximize customer satisfaction.
Member Service Consultant
Affinity Federal Credit Union
Basking Ridge, NJ
06.2000 - 09.2002
- Built and maintained customer relations by providing high-quality services
- Provided excellent customer service to members, with a special focus on resolving any issues in a timely and efficient manner
- Answered inquiries and provided information to members regarding services and products
- Followed company procedures to count and manage funds received from customers
- Developed relationships with members to build loyalty and trust.
Bank Teller
Affinity Federal Credit Union
Basking Ridge, NJ
05.1997 - 09.2002
- Balanced cash drawer and maintained full accountability for assigned cash on hand
- Guided customers in selecting appropriate financial products for individual needs
- Contributed to fraud detection support, documenting suspicious activity, and reporting flagged transactions
- Verified customer identification documents for new accounts
- Cross-sold bank products and services to customers
- Processed ATM deposits and reconciled against reports
- Completed financial transactions including deposits, withdrawals, and loan payments
- Followed department policies and completed required paperwork for each transaction.
Education
High School Diploma -
Hunterdon Central Regional High School
Flemington, NJSkills
- Catering Sales
- Revenue Growth
- Sales Team Recruitment
- High Impact Proposal Presentations
- New Business Opportunities
- Customer Interaction
- Financial Services
- Cash Management
- Fraud Detection
- Account Reconciliation
- Loan Processing
- Customer Service
- Cross-Selling
Affiliations
San Marcos Chamber Ambassador
Career Objective
- Catering Sales Executive, Culinary Creations, Hillsborough, NJ
- Assistant Branch Manager, Affinity Federal Credit Union, Basking Ridge, NJ
- Member Service Consultant, Affinity Federal Credit Union, Basking Ridge, NJ
- Bank Teller, Affinity Federal Credit Union, Basking Ridge, NJ
Languages
English
Full Professional
Arabic
Elementary
Timeline
Branch Manager & Administrative Officer
Texas Regional Bank
02.2025 - Current
Teller Supervisor
Texas Regional Bank
10.2023 - 02.2025
Part Time Teller Operations Specialist
Texas Regional Bank
05.2023 - 10.2023
Catering Sales Executive
Culinary Creations
03.2006 - 05.2021
Assistant Branch Manager
Affinity Federal Credit Union
09.2002 - 03.2006
Member Service Consultant
Affinity Federal Credit Union
06.2000 - 09.2002
Bank Teller
Affinity Federal Credit Union
05.1997 - 09.2002
High School Diploma -
Hunterdon Central Regional High School