Judith Lukacs
BRADENTON,Florida
Summary
Dynamic leader with a proven track record at Trustco Bank and Wells Fargo, NA, excelling in operations management and team development. Elevated branch performance through strategic business development and rigorous audit preparation, achieving notable customer retention. Skilled in fostering relationships and staff training, I drive results and operational excellence, embodying a blend of analytical prowess and interpersonal finesse.
Experienced with branch operations management, ensuring seamless daily functions and customer satisfaction. Utilizes strategic thinking to implement efficient processes and enhance team productivity. Knowledge of leadership and problem-solving contributes to sustained success in dynamic environments.
Overview
17
17
years of professional experience
Work History
Assistant Branch Manager
Trustco Bank
03.2012 - 11.2024
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Coached and developed branch staff by offering constructive feedback and [Type] training opportunities.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
- Collaborated with other departments within the bank to resolve complex issues efficiently, ensuring seamless service delivery to customers.
- Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.
- Developed strong relationships with key clients, contributing to significant growth in business revenue.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Maintained friendly and professional customer interactions.
- Complied with regulatory guidelines and requirements.
- Consulted customers to boost product sales and services.
- Submitted loan applications to underwriter for verification and recommendation.
- Complied with established internal controls and policies.
Bank Manager
Wells Fargo, NA
01.2008 - 03.2011
- Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
- Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
- Built strong relationships with local businesses, fostering partnerships that benefited both parties.
- Led efforts for branch growth, successfully achieving targeted loan portfolio expansion while maintaining credit quality.
- Developed a loyal customer base through personalized service and tailored financial solutions.
- Cultivated a high-performance culture within the branch by setting clear expectations and rewarding top performers accordingly.
- Implemented risk management strategies to minimize potential losses and safeguard the bank''s assets.
- Enhanced staff training programs for continuous professional development, improving overall team capabilities and performance levels.
- Conducted regular audits to ensure adherence to regulatory requirements, maintaining a strong control environment.
- Championed community involvement initiatives to strengthen the bank''s reputation as a responsible corporate citizen.
- Complied with established internal controls and policies.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Education
High School Diploma -
Hanover Park HS
Hanover NJ06-1965
Skills
- Banking
- Operations management
- Business development
- Team development
- Audit preparation
- Staff education and training
- Account management
- Relationship building and management
- Staff management
- Risk management
- Regulatory compliance
- Staff development
- Sales expertise
- Account retention
- Cash handling
- Customer retention
- Branch service quality
- Vault audits
- Audit monitoring
- Branch operations management
- Team player
- Friendly
- Staff training
- Security and safety protocols
- Operational reports
- Product training
Timeline
Assistant Branch Manager
Trustco Bank
03.2012 - 11.2024
Bank Manager
Wells Fargo, NA
01.2008 - 03.2011
High School Diploma -
Hanover Park HS