Katie M. Izard
Rochester
Summary
Financial professional actively pursuing to utilize 25 years of successful performance in related roles. Eager to contribute immediate value through an exceptional work ethic and strong knowledge of branch operations.
Overview
19
19
years of professional experience
Work History
Assistant Branch Manager
Tompkins Bank
Pittsford, NY
03.2023 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Developed strong relationships with key clients, contributing to significant growth in business revenue.
Assistant Branch Manager
Five Star Bank
Henrietta, NY
04.2015 - 01.2020
- Process transactions accurately and efficiently in accordance with established policies and procedures.
- Promote the sale of bank products and cross-sell existing bank services to customers.
- Uncover customer needs beyond the immediate transaction and transition the customer to the appropriate person to address these needs.
Teller Manager/CSR
Five Star Bank
Rochester, NY
03.2010 - 01.2020
- Supervised daily branch operations from the teller line to new accounts.
- Developed effective banking proposals for both members and potential members which resulted in the branch exceeding all monthly sales goals.
- Responsible for ensuring team goals are being met, establishing and monitoring performance guidelines, giving performance reviews and providing coaching or counseling as needed.
Assistant Branch Manager
Advantage FCU
Rochester, NY
06.2007 - 08.2009
- Opened and serviced new accounts, prepared loans from application to closing, processed mortgage preapprovals and resolved any customer issues.
- Served as Branch Business Banker and brought in new business by developing relationships with local businesses and community leaders.
- Responsible for branch cash audits, compliance training, branch sales action plans, balancing general ledgers and producing monthly sales reports.
Education
High School Diploma -
Greece Olympia High School
Rochester, NY06-1999
Skills
- Operations management
- Relationship building and management
- Sales expertise
- Cash handling
- Sales management
- Strong interpersonal skills
- Strong leadership
Timeline
Assistant Branch Manager
Tompkins Bank
03.2023 - Current
Assistant Branch Manager
Five Star Bank
04.2015 - 01.2020
Teller Manager/CSR
Five Star Bank
03.2010 - 01.2020
Assistant Branch Manager
Advantage FCU
06.2007 - 08.2009
High School Diploma -
Greece Olympia High School