Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant
Lakisha Pattin

Lakisha Pattin

Pittsburgh,PA

Summary

Dynamic Branch Manager with a proven track record in the baking industry, recognized for driving household revenue growth and fostering community relationships. Expert in sales management and process improvement, I excel in team leadership and coaching, achieving top rankings in branch performance while enhancing customer engagement and financial literacy initiatives.

Overview

7
7
years of professional experience

Work History

Branch Manager

Clearview Federal Credit Union
11.2023 - 06.2025
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • I maintained a score of 100 on my branch scorecard, ranking in the top 8 out of 25 branches and the top 3 out of 25 for net membership and overall household growth.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Designed sales and service strategies to improve revenue and retention.
  • Verified cash by balancing cash drawers and maintaining cash count records for all branch employees.
  • Completed month-end and year-end closings, kept records audit-ready, and monitored the timely recording of accounting transactions.
  • Performed multiple home equity loan closings, auto loans, and personal loan applications.
  • Current member of the Shadyside Chamber of Commerce and East Liberty Chamber of Commerce, and promotes building relationships with community leaders, business owners, and other non-profits.
  • I currently have a notary certification, and I also have a medallion stamp.
  • Identified opportunities for process improvement initiatives within the branch and Clearview. Two of them were implemented in our teller process and procedures.
  • Organized professional development programs for employees, and performed all six-month and yearly performance reviews.

Senior Branch Manager

PNC Bank
08.2021 - 03.2023
  • Ranked #1 in the East Region for branches having the top household revenue growth in 2022.
  • Grew business banking relationships through proactive outreach.
  • Managed employees and provided development plans through coaching and team building.
  • Documented observations of employees assisting customers to assess development opportunities.
  • Provided sales management and sales strategy plans for banker goals, branch goals, and individual manager goals.
  • Responsible for business banking leads and community relationships. Opened business and consumer checking accounts.
  • Created financial management mechanisms to minimize financial risk to business.
  • Provided interviewing, training, and onboarding for new hires.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Worked with local nonprofits and provided workshops in low-to-moderate-income communities on financial literacy for opening an account, lending, and building credit.
  • Recognized in the local paper for being a new banking leader in the community. Recognized and received a certificate from the Wilkinsburg Community Development Corporation for contributing to their Four Core Business Series.
  • Former member of the Wilkinsburg Chamber of Commerce.
  • Member of the African American Chamber of Commerce of Greater Pennsylvania.
  • PNC-Certified Women’s Business Advocate.
  • PNC-Certified Minority Business Advocate

Account Manager

Century Support Services
10.2019 - 11.2021
  • Negotiated contracts with clients to maximize revenue potential.
  • Utilize various reports and historical data provided to obtain settlements within predetermined guidelines.
  • Meet and exceed predetermined goals (individual and company) for the month.
  • Maintained a high level of accuracy on settlements completed.
  • Settled debt for 75 to 125 clients per month.
  • Maintained accurate record-keeping of settlements completed for the week/month.
  • Communicated with clients and creditors with the objective of resolving clients' financial problems.
  • Increased profitability and revenue by identifying customer needs and determining appropriate offerings.

Assistant Branch Manager

Dollar Bank
07.2018 - 07.2019
  • Opened new checking, savings, and investment accounts. Directly impacted the growth and retention of deposit and loan customers.
  • Obtained NMLS to open personal, car, home equity, lines of credit, and loans.
  • Performed teller functions based on the needs of the branch.
  • Demonstrated a proactive sales approach to building customer relationships through bank products and services.
  • Performed audits on the teller line, vault, and ATM.

Education

No Degree - Psychology

Liberty University
Lynchburg, VA

Skills

  • Sales management
  • Coaching and mentoring
  • Business development expertise
  • Relationship building and management
  • Process improvement
  • Staffing optimization
  • Excels in team leadership
  • Cash handling expertise
  • Financial services
  • Branch operations management
  • Community engagement

Timeline

Branch Manager

Clearview Federal Credit Union
11.2023 - 06.2025

Senior Branch Manager

PNC Bank
08.2021 - 03.2023

Account Manager

Century Support Services
10.2019 - 11.2021

Assistant Branch Manager

Dollar Bank
07.2018 - 07.2019

No Degree - Psychology

Liberty University

Similar Profiles

CREATE PROFILE