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
<ul><li>Production Block Incharge Job Role: Operations, Control and Monitoring</li><li>1. All activities related to production and monitoring the process as per SOPs.</li><li>2. Communicate day to day process deviations and breakdowns of the equipment to concerned persons.</li><li>3. Check and implement the process for cleaning of equipment as per the schedules.</li><li>4. Responsible for housekeeping and implementation of day to day cleaning of process area & clean room.</li><li>5. Preparation, review and approval of monthly Reports and BPRs BCRs, OOS, Deviation, investigations reports, validation protocols reports, validation reports.</li><li>6. Responsible for preparation of daily production planning and ensuring the same.</li><li>7. Production planning, ensuring that the batches are produced as per planning and meeting the dispatch targets.</li><li>8. Ensure proper utilization of equipment and manpower as and when required.</li><li>9. Planning and monitoring during execution of the process validation.</li><li>10. Manpower planning. Monitor the project modification activities.</li><li>11. Responsible to handle production processes.</li><li>12. Implementation of new technology w.r.t. process equipments or facility.</li><li>13. Supporting quality assurance team for DMF submission.</li><li>14. Executing and supervising training, validation, qualification and calibrations protocols.</li><li>15. To perform visual inspection and certification of cleaned equipment after product change over cleaning as per standard operating procedure.</li><li>CGMP:</li><li>1. Following departmental standard operating procedures (SOP) and providing suggestions for SOP simplification and any other improvements.</li><li>2. Making sure all the documents and checklist are verified before and after manufacturing.</li><li>3. Ensuring retention and destruction of records are maintained in a department.</li><li>4. Verifying status labeling of accessories, in-process instruments, containers, area & equipment.</li><li>5. Performing contemporaneous (on time) document entries.</li><li>EHS:</li><li>1. Following Environment, Health and Safety policies and practices.</li><li>2. Making sure personnel health, hygiene and organization practices are followed.</li><li>3. To conduct risk analysis of product, system, equipment, process as per standard procedure.</li><li>Training</li><li>1. Attaining training as per training need and providing training to sub-ordinates through available software of Learning Management System (LMS).</li></ul> at MSN Group<ul><li>Production Block Incharge Job Role: Operations, Control and Monitoring</li><li>1. All activities related to production and monitoring the process as per SOPs.</li><li>2. Communicate day to day process deviations and breakdowns of the equipment to concerned persons.</li><li>3. Check and implement the process for cleaning of equipment as per the schedules.</li><li>4. Responsible for housekeeping and implementation of day to day cleaning of process area & clean room.</li><li>5. Preparation, review and approval of monthly Reports and BPRs BCRs, OOS, Deviation, investigations reports, validation protocols reports, validation reports.</li><li>6. Responsible for preparation of daily production planning and ensuring the same.</li><li>7. Production planning, ensuring that the batches are produced as per planning and meeting the dispatch targets.</li><li>8. Ensure proper utilization of equipment and manpower as and when required.</li><li>9. Planning and monitoring during execution of the process validation.</li><li>10. Manpower planning. Monitor the project modification activities.</li><li>11. Responsible to handle production processes.</li><li>12. Implementation of new technology w.r.t. process equipments or facility.</li><li>13. Supporting quality assurance team for DMF submission.</li><li>14. Executing and supervising training, validation, qualification and calibrations protocols.</li><li>15. To perform visual inspection and certification of cleaned equipment after product change over cleaning as per standard operating procedure.</li><li>CGMP:</li><li>1. Following departmental standard operating procedures (SOP) and providing suggestions for SOP simplification and any other improvements.</li><li>2. Making sure all the documents and checklist are verified before and after manufacturing.</li><li>3. Ensuring retention and destruction of records are maintained in a department.</li><li>4. Verifying status labeling of accessories, in-process instruments, containers, area & equipment.</li><li>5. Performing contemporaneous (on time) document entries.</li><li>EHS:</li><li>1. Following Environment, Health and Safety policies and practices.</li><li>2. Making sure personnel health, hygiene and organization practices are followed.</li><li>3. To conduct risk analysis of product, system, equipment, process as per standard procedure.</li><li>Training</li><li>1. Attaining training as per training need and providing training to sub-ordinates through available software of Learning Management System (LMS).</li></ul> at MSN Group