Lori Gardella

• Led branch operations, ensuring compliance with regulatory standards and company policies.
• Developed and implemented strategies to enhance customer service and satisfaction levels.
• Mentored staff members, fostering a collaborative team environment and professional growth.
• Analyzed branch performance metrics to identify areas for improvement and drive efficiencies.
• Coordinated training programs for new employees, enhancing onboarding processes and integration.
• Established strong relationships with clients to promote retention and referral opportunities.
• Oversaw daily workflow management, ensuring operational excellence across all functions.
• Coordinated cross-functional collaboration between sales, operations, and risk management teams to drive overall branch success.
• Developed high-performing teams by providing ongoing coaching, feedback, and performance evaluations.
• Promoted a positive work environment by addressing employee concerns promptly and fostering open lines of communication between staff members at all levels of the organization.
• Managed daily branch operations to ensure smooth functioning of all aspects including teller services, lending, and account management.
• Established strong relationships with clients to foster trust, loyalty, and long-term business partnerships.
• Championed corporate social responsibility initiatives within the branch, leading to increased community engagement and positive brand image.
• Collaborated with other branches to share best practices and drive consistent performance across the organization.
• Mentored employees towards professional development by creating tailored career plans based on individual goals aligned with organizational objectives.
• Optimized workforce utilization through efficient scheduling and resource allocation while maintaining excellent service standards.
• Ensured adherence to industry regulations by conducting regular internal audits on branch procedures/processes and ensuring proper documentation is maintained.
• Spearheaded the implementation of new products and services in response to market trends, customer needs and competitive landscape.
• Boosted customer satisfaction with proactive communication, timely issue resolution, and personalized service.
• Initiated community outreach efforts to increase brand visibility and engagement among local businesses and residents.
• Enhanced branch performance by implementing effective sales strategies and staff training programs.
• Maintained friendly and professional customer interactions.
• Complied with regulatory guidelines and requirements.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
• Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
• Consulted customers to boost product sales and services.
• Submitted loan applications to underwriter for verification and recommendation.

• Developed tailored financial solutions for small business clients, enhancing customer satisfaction and loyalty.
• Analyzed client needs to recommend appropriate banking products, driving sales growth and retention.
• Facilitated workshops on financial management and lending options, empowering clients with knowledge and resources.
• Collaborated with cross-functional teams to streamline service delivery processes, improving operational efficiency.

• Cultivated strong relationships with clients to enhance customer satisfaction and loyalty.
• Developed strategic plans to identify and capture new business opportunities.
• Analyzed customer feedback to improve service delivery and client engagement strategies.
• Collaborated with cross-functional teams to ensure seamless communication and service execution.

Established and oversaw Denovo office in west Delray Beach

• Assisted small business clients with account management and financial product selection.
• Provided support in the creation of tailored financial solutions for diverse client needs.
• Facilitated client onboarding processes, ensuring compliance with bank policies and procedures.
• Collaborated with team members to enhance customer service delivery and satisfaction rates.
• Maintained up-to-date understanding of market trends impacting small business financing options.
• Analyzed client feedback to recommend improvements in service offerings and operational efficiency.
• Acted as an advocate for the small business community through participation in local government initiatives or policy discussions related to economic development issues affecting the sector.
• Created and managed community events and customer promotions.
• Collaborated with cross-functional teams to deliver exceptional customer service, addressing clients'' unique needs and challenges.
• Enhanced small business growth through targeted marketing strategies and financial analysis.
• Assisted clients in securing loans or funding from various sources by preparing comprehensive business plans and proposals.
• Maximized revenue generation by identifying new business opportunities within the local community.
• Prospected for new business through networking, community outreach, and customer referral generation.
• Developed customized solutions of deposit, lending, and other products for small business customers.