Summary
Overview
Work History
Education
Skills
References
Business Experience
Accomplishments
Timeline
Generic

Mary Margaret Pintarro

Hayward

Summary

Banking professional possessing extensive expertise in regulatory compliance and customer service at Johnson Bank. Proven track record of enhancing client satisfaction through strategic account management and financial analysis. Skilled in resolving complex issues and providing strategic financial guidance, leading to improved operational efficiency and robust client relationships.

Overview

36
36
years of professional experience

Work History

Relationship Banker III

Johnson Bank
Hayward
01.2022 - Current
  • Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
  • Complied with security procedures and protocols when opening and closing bank vault.
  • Monitored financial market trends to provide timely and relevant financial advice to clients.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Modified, opened and closed customer accounts.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.

Commercial Deposit Services

Johnson Bank
Racine
01.2008 - 01.2012
  • Facilitated seamless Lockbox transition to new vendor, ensuring efficient implementation.
  • Managed customer service relationships to enhance client satisfaction.
  • Processed customer requests for online services while providing product training.
  • Assisted customers with PC-related Treasury management products using various software.
  • Disbursed funds from investment accounts while maintaining regulatory compliance.
  • Balanced daily repurchase accounts to review collateralization and adjust fund pledges.
  • Supported managers on month-end projects to streamline operational efficiency.
  • Handled maintenance and setup requests from sales representatives effectively.

Consultant III

JPMorgan Chase
01.2002 - 01.2008
  • Support Manager and Supervisors on various projects
  • Responsible for various customer service, relationship management activities and operational controls of an assigned portfolio of commercial customers
  • Primary point of service contact for multiple clients
  • Assignments can be comprised of moderate to complex operating transactional accounts, treasury products
  • Daily activities closing of accounts, check stop payments, Research and Resolution of Customer's DDA / Loan / Treasury Inquires, Processing Loan Transactions, Research of Wire Transfers, Conducting Overdraft Research, Preparing and Collecting Account Documentation from Customers
  • Pilot new systems
  • Train new hires
  • Assist other consultants in day to day activities
  • Liaison between Treasury Management Officers and other lines of business

Consultant II

Bank One Corporation
01.2000 - 01.2002
  • Organize and schedule training for new hires
  • Keep all handouts and training material updated
  • Assist other consultants in day to day activities
  • Process all client request, stop payments, and funds movement
  • Liaison between Treasury Management Officers and other lines of business
  • Manage sensitive client issues by recommending solutions and/or implementing special corrective action

Consultant I

Bank One Corporation
01.1999 - 01.2000
  • Assist customers via telephone with PC related treasury management products requiring knowledge of various software packages
  • Process all client requests such as research items, stop payments, close accounts, GL entries for charge-off, fee generate refunds and legal documents
  • Serve as liaison between Operations, Treasury Management department and other lines of business
  • Manage sensitive client issues by recommending solutions and/or implementing special corrective action

Administrative Assistant

Bank One Trust Company
01.1999 - 01.2000
  • Support Manager and 4 Trust Officers
  • Responsible for routine maintenance and daily client requests
  • Process movement of funds
  • Coordinate, schedule and make travel arrangements
  • Sub-accounting for liquidity accounts
  • Act as Liaison to Operations
  • Assist in confidential personnel matters
  • Support officers with special projects as needed
  • General administrative duties such as preparation of letters, memos and presentations

Corporate Trust Specialist

Bank One Wisconsin Trust Company
01.1989 - 01.1993
  • Process payouts, prepare monthly statements for billing process, handling and sorting bulk mailings
  • Record keeping
  • Assist Trust Officers with movement of funds as directed by client

Receptionist/Secretary

Bank One Wisconsin Trust Company
01.1989 - 01.1993
  • Answering 12 line switchboard
  • Making travel arrangements
  • Coordinate, schedule appointments and conference calls
  • Assist other department with special projects as needed
  • General secretarial duties such as preparation of letters, memos and reports

Education

High School -

South Milwaukee High School
South Milwaukee, Wisconsin
06.1993

Skills

  • Regulatory compliance
  • Financial analysis
  • Customer service and support
  • Loan processing
  • Account management
  • Market analysis

References

Reference and further information available upon request.

Business Experience

  • Relationship Banker III, Johnson Bank, Hayward, WI, 02/2022, Present
  • Bank Operations Quality Assurance IIII, Johnson Bank, Racine, WI, 01/2012, 12/2022, Overseeing medium to large, complex, risk functions to include legal document processing, monthly compliance audits on Reg E, Repurchase and collateralized deposit processing and employee overdrafts., Ensure timely delivery of operations services to internal and external customers., Coordinate diverse groups of associates across multiple lines of business as needed for issue resolution., Communicate effectively to ensure ongoing efforts are understood by all., Assist Operations Support Manager in various reporting or research requests., Backup in bank to bank operation adjustments, foreign check.
  • Commercial Deposit Services, Johnson Bank, 01/2008, 12/2012, Support Managers on various month end projects., Responsible for customer service relationships., Assist customers via telephone with PC related Treasury management products requiring knowledge of various software packages., Process customer requests from setting up on-line services to training the customer on their products., Process maintenance and set up requests from Sales reps., Disbursing funds from investment accounts., Balance daily repurchase accounts to review for collateralization either pledge or un-pledge funds as needed., Assist in Lockbox transition to new vendor., Assist other consultants in day to day activities.
  • Consultant III, JPMorgan Chase, Not Specified, Not Specified, 01/2002, 12/2008, Support Manager and Supervisors on various projects., Responsible for various customer service, relationship management activities and operational controls of an assigned portfolio of commercial customers., Primary point of service contact for multiple clients., Assignments can be comprised of moderate to complex operating transactional accounts, treasury products., Daily activities include closing of accounts, check stop payments, Research and Resolution of Customer's DDA / Loan / Treasury Inquires, Processing Loan Transactions, Research of Wire Transfers, Conducting Overdraft Research, Preparing and Collecting Account Documentation from Customers., Pilot new systems., Train new hires., Assist other consultants in day to day activities., Liaison between Treasury Management Officers and other lines of business.
  • Consultant II, Bank One Corporation, Not Specified, Not Specified, 01/2000, 12/2002, Organize and schedule training for new hires., Keep all handouts and training material updated., Assist other consultants in day to day activities., Process all client request, stop payments, and funds movement., Liaison between Treasury Management Officers and other lines of business., Manage sensitive client issues by recommending solutions and/or implementing special corrective action.
  • Consultant I, Bank One Corporation, Not Specified, Not Specified, 01/1999, 12/2000, Assist customers via telephone with PC related treasury management products requiring knowledge of various software packages., Process all client requests such as research items, stop payments, close accounts, GL entries for charge-off, fee generate refunds and legal documents., Serve as liaison between Operations, Treasury Management department and other lines of business., Manage sensitive client issues by recommending solutions and/or implementing special corrective action.
  • Administrative Assistant, Bank One Trust Company, Not Specified, Not Specified, Support Manager and 4 Trust Officers., Responsible for routine maintenance and daily client requests., Process movement of funds., Coordinate, schedule and make travel arrangements., Sub-accounting for liquidity accounts., Act as Liaison to Operations., Assist in confidential personnel matters., Support officers with special projects as needed., General administrative duties such as preparation of letters, memos and presentations.
  • Corporate Trust Specialist, Bank One Wisconsin Trust Company, Not Specified, Not Specified, 01/1989, 12/1993, Process payouts, prepare monthly statements for billing process, handling and sorting bulk mailings., Record keeping., Assist Trust Officers with movement of funds as directed by client.
  • Receptionist/Secretary, Bank One Wisconsin Trust Company, Not Specified, Not Specified, Answering 12 line switchboard., Making travel arrangements., Coordinate, schedule appointments and conference calls., Assist other department with special projects as needed., General secretarial duties such as preparation of letters, memos and reports.

Accomplishments

  • 2024 Award Top Banker Client Aquisition

Timeline

Relationship Banker III

Johnson Bank
01.2022 - Current

Commercial Deposit Services

Johnson Bank
01.2008 - 01.2012

Consultant III

JPMorgan Chase
01.2002 - 01.2008

Consultant II

Bank One Corporation
01.2000 - 01.2002

Consultant I

Bank One Corporation
01.1999 - 01.2000

Administrative Assistant

Bank One Trust Company
01.1999 - 01.2000

Corporate Trust Specialist

Bank One Wisconsin Trust Company
01.1989 - 01.1993

Receptionist/Secretary

Bank One Wisconsin Trust Company
01.1989 - 01.1993

High School -

South Milwaukee High School
Mary Margaret Pintarro