Summary
Overview
Work History
Education
Skills
Timeline
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Katherine Bruner

Summary

Experienced Procedure and Project Manager with over a decade in the banking sector, focusing on procedure development, test plan design, and cash recycler management. Proven track record in creating and implementing detailed test plans to ensure alignment with project goals. Adept at driving project timelines and ensuring quality outcomes through strategic planning and execution. Highly collaborative, adaptable, and committed to team success and client satisfaction.

Overview

19
19
years of professional experience

Work History

Retail Support Procedure and Project Manager

First National Bank of Pennsylvania
05.2019 - 11.2024
  • Led the development of an AI project for FNB, implementing a branch-accessible Copilot to improve response efficiency
  • Responsibilities include preparing updates for executive steering group meetings and creating 20 test plans for the project’s testing phase
  • Analyzed 12 branches over a multi-state area for TCR deployment strategies alongside Glory Global, optimizing resource allocation
  • Conducted data-driven analysis to design a placement matrix to improve the strategic deployment of TCRs across 30 branch offices
  • Oversee the design of templates and process mapping to pinpoint procedural gaps and PCRMs, ensuring precision in meeting banking standards in 250 procedures
  • Improved branch operations manual format to enhance the user experience by implementing keywords and restructuring categories to reduce searchability issues
  • Assisted with project planning, testing, and implementing a new teller platform across 340 branches
  • Facilitated integration of 30 branches post-acquisition by crafting transitional documentation, leading to a successful enhancement in operational workflows

Commercial Underwriting Coordinator

First National Bank of Pennsylvania
12.2017 - 05.2019
  • Updated and assigned 20-30 client accounts to underwriters for review and processing
  • Developed an automated tracking system using Excel for underwriting metrics, enhancing department efficiency by 15%
  • Coordinated two skill enhancement projects leveraging CRM systems, improving team competency across five critical internal processes
  • Managed client communications efficiently through effective inbox organization to update records promptly

Head Teller

First National Bank of Pennsylvania
06.2014 - 12.2017
  • Executed daily balancing operations for the branch cash supply totaling $250,000 using transactional software
  • Utilized performance dashboards to monitor cash discrepancies, enforcing procedures, and improving the accuracy of transactions for four tellers
  • Executed quarterly audits using financial software for teller cash accuracy, ensuring strict compliance with banking policies
  • Conducted weekly reconciliation for branch ATM cash supply utilizing banking software, ensuring $100,000 was accurately accounted for each week

Military Police Specialist

U.S. Army
07.2005 - 03.2013

Education

Master of Business Administration -

Strayer
01.2019

Bachelor of Science - Business Administration

Penn State
Lemont Furnace, PA
01.2014

Skills

  • Project Management
  • Data Analysis
  • Communication
  • Project planning and development
  • Problem-solving
  • Budget Management
  • Risk Management
  • Critical Thinking
  • Discernment
  • Attention to detail
  • Procedure writing

Timeline

Retail Support Procedure and Project Manager

First National Bank of Pennsylvania
05.2019 - 11.2024

Commercial Underwriting Coordinator

First National Bank of Pennsylvania
12.2017 - 05.2019

Head Teller

First National Bank of Pennsylvania
06.2014 - 12.2017

Military Police Specialist

U.S. Army
07.2005 - 03.2013

Bachelor of Science - Business Administration

Penn State

Master of Business Administration -

Strayer
Katherine Bruner