Jodi Morgan
New Windsor
Summary
Results-driven banking leader with strong experience in branch operations, team development, and customer service excellence. Proven ability to boost performance, ensure compliance, and strengthen client relationships. Skilled in driving sales growth and creating a high-performing, customer-focused environment.
Overview
13
13
years of professional experience
Work History
Branch Manager
Heritage Financial Credit Union
Newburgh
01.2022 - 01.2026
- Directed branch operations, driving efficiency, compliance, and results.
- Led and coached staff to exceed sales and performance goals.
- Managed budgets, cash flow, and financial results.
- Build strong customer relationships, and resolve escalated issues.
- Executed strategies to grow revenue and expand the client base.
- Oversaw audits, risk management, and regulatory compliance.
Lead Teller
KeyBank
Highland Falls
10.2016 - 08.2021
- Supervised teller operations, ensuring accuracy and efficiency.
- Trained and coached staff to exceed performance goals.
- Balanced cash drawers and prepared deposits daily.
- Resolved customer issues with professionalism and speed.
- Enforced compliance with policies and regulations.
- Supported branch audits and streamlined operational processes.
- Promoted banking products to meet customers' needs.
Universal Banker
First Niagara
Highland Falls
06.2013 - 10.2016
- Delivered exceptional customer service and built lasting relationships.
- Processed deposits, withdrawals, and account transactions accurately.
- Promoted banking products to meet customer needs and goals.
- Ensure compliance with regulations and internal policies.
- Supported branch operations, audit, and cash management.
- Educated clients on digital banking tools and technology.
Education
High School Diploma -
North Rockland High School
Thiells, NY06-1995
Kaplan University
Davenport, IASkills
- Branch operations
- Budget management
- Regulatory compliance
- Customer relationship management
- Sales strategy
- Risk management
- Notary
- NMLS
- Medallion
- Leadership
- Adaptability
References
References available upon request.
Timeline
Branch Manager
Heritage Financial Credit Union
01.2022 - 01.2026
Lead Teller
KeyBank
10.2016 - 08.2021
Universal Banker
First Niagara
06.2013 - 10.2016
High School Diploma -
North Rockland High School
Kaplan University