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
Hermitage, PA
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
Pittsburgh, PA
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
Prospect, PA
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
Fort Riley, KS
07.2005 - 03.2013
Education
Master of Business Administration -
Strayer
01.2019
Bachelor of Science - Business Administration
Penn State
Lemont Furnace, PA01.2014
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