Nancy Pater
Summary
Resourceful Vice President with over 25 years of results-oriented experience in business intelligence and operations management. Culturally-sensitive and ethical professional with demonstrated success in developing and implementing optimized solutions. Versatile leader recognized for driving results in collaborative, inclusive manner.
Overview
19
19
years of professional experience
Work History
Vice President, Retail Learning Manager
Old Second National Bank
Aurora , IL
12.2023 - Current
- Developed and executed strategic plans to support the vision of the organization.
- Collaborated with executive team members on major decisions regarding company-wide initiatives.
- Created effective communication strategies between management team members and employees at all levels of the organization.
- Cultivated a culture of collaboration among department heads to facilitate cross-functional project execution.
- Developed and implemented training plans, processes, and materials to meet organizational needs.
- Created and maintained a library of learning resources to support employee development initiatives.
- Conducted assessments of employee skills and knowledge gaps to identify areas for improvement.
- Coordinated with subject matter experts to develop course content that meets the organization's requirements.
- Analyzed training program outcomes to measure effectiveness and recommend changes as needed.
- Evaluated existing curricula for relevancy and accuracy; made recommendations for updating or replacing content as necessary.
- Managed the design, development, implementation, delivery, evaluation of all learning programs across the enterprise.
- Maintained up-to-date records on each learner's progress within the LMS system.
- Identified opportunities for process improvements in the Learning and Development department.
- Collaborated with HR staff on onboarding new employees by providing orientation materials or scheduling trainings.
- Monitored vendor relationships related to eLearning platforms or other services used by the organization.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
- Identified problems and implemented solutions to better streamline operations.
- Communicated regularly with executive team members to deliver pertinent details related to progress status and direction for projects.
- Led team in strategic executive-level planning.
- Made recommendations to senior leaders on business strategy and initiatives.
- Negotiated contract specifications with major vendors.
- Conducted independent analyses to resolve program deficiencies.
- Created program to promote new managers from within, leading to cohesive leadership structure.
Senior Education and Development Business Partner
Old Second National Bank
Aurora, IL
12.2021 - 12.2023
- Designed and Developed material for Treasury Management to train employees on systems, processes and products
- Facilitated training on systems for Retail, Operations, Commercial, Customer Care and Loss Prevention
- Facilitated training on consumer loan systems and products to drive sales
- Developed project timelines, created organizational buy in and drove approval process for key projects
- Led the charge to facilitate Sales Coaching workshops for Retail Managers to drive branch sales
- Designed and developed onboarding and mentoring materials for the retail employees
- Monitored and used data to improve training learning objectives and to identify areas of improvement in training offerings, and implemented changes as needed.
- Developed and implemented training plans, processes, and materials to meet organizational needs.
Training and Development Manager
West Suburban Bank
Lombard, IL
08.2018 - 12.2021
- Partnered with key business leaders and subject matter experts to develop strategic learning objectives and training solutions for the organization
- Developed project timelines, created organizational buy in and drove approval process for key projects
- Drove sales initiatives through Customer Service Training for Consumer Banking, Customer Care and Interactive Teller Team(s)
- Led the charge to design and facilitate Sales Coaching workshops for Retail Managers to drive branch sales
- Led the development team through the creation of various training for Consumer Banking staff I.E
- Universal Banker, Business Account and IRA training
- Designed and developed creative, learner-centered training programs, modules, and materials in multiple modalities, blended classroom learning, interactive e-learning modules, videos, hands on labs, job aides, facilitator guides and resource materials
- Improved organizational development through Implementation of Learning Management System
- Monitored and used data to improve training learning objectives and to identify areas of improvement in training offerings, and implemented changes as needed
- Implemented communication with team members, development team and business partners to ensure all needs are being met
- Led, managed, and held accountable the training and development team to improve performance and increase productivity
- Led the charge to create mentoring materials for Retail Branches
- Implemented plans for better organizational communication
- Assisted Human Resources Payroll and Benefits Manager with completing payroll functions
- Audited employee salary, transfer and promotion changes
- Provided human resources counseling to employees on performance management, sick leave and covid-pandemic related issues
- Communicated with managers on new hire onboarding, training and mentoring needs
- Partnered with Talent Acquisition Manager to development onboarding and orientation materials for all new hires
- Partnered with recruiters and managers to identify and attract talent for consumer banking positions
- Worked with HRIS systems to create and generate reports for audits, sales incentives and payroll information
- Revamped existing job descriptions and titles along with creating new job descriptions to align with industry standards
- Performed branch visits to uncover employee needs.
Branch Manager III, Assistant Vice President
West Suburban Bank
Oswego, IL
03.2017 - 08.2018
- Managed dual branches in the Oswego market
- The Oswego branches ranked first and second in sales and were at the top of the leader board for the region
- Led and managed all branch hiring, successful onboarding, and ongoing mentoring/training of bank staff
- Coached and motivated a team of ten employees to achieve revenue focused results
- Proven ability to coach and develop employees to obtain positions of increasing responsibility
- Facilitated branch meetings and huddles to share operational updates, marketing initiatives, employee achievements and encourage teamwork
- Drove business revenue through monthly sales calls
- Promoted brand awareness for West Suburban through chamber meetings and participation in community events
- Provided financial guidance to personal and business clients
- Collaborated with business partners to meet client's needs and increase branch profitability
- Facilitated training workshops for Universal Bankers around Wealth Management, Cash Management, Insurance and business accounts.
Branch Manager, Officer
Byline Bank
Cicero, IL
02.2015 - 03.2017
- Increased new business opportunities by networking with organizations within the community
- Provided financial guidance to personal and business clients
- Coached and motivated staff to achieve branch initiatives
- Partnered with other lines of businesses including cash management, merchant services, investments, mortgages and commercial lenders to increase branch profitability
- Interviewed, hired and trained employees on company policies and procedures
- Administered monthly operational tasks to ensure audit readiness
- Mentored and coached employees to improve performance and increase productivity.
Branch Manager, Vice President
J.P. Morgan Chase
Chicago, IL
08.2013 - 02.2015
- Managed a branch asset size of $128 million
- Interviewed, hired and trained new employees using team management approach
- Coached and motivated staff to achieve branch initiatives by creating efficiencies and driving revenue focused results
- Examined profit and loss report to identify key drivers to increase revenue, create efficiencies and minimize errors
- Partnered with Assistant Manager to train employees on BSA, MIL, CTRs, audits and new account opening procedures
- Recognized by Senior Management for excellent sales and customer service results.
Sales Manager, Assistant Vice President
J.P. Morgan Chase
Chicago, IL
07.2011 - 08.2013
- Coached and Mentored bankers to achieve sales and customer service goals through daily check ins, review of client profiles and CRM tools
- Mentored bankers to maximize Chase Private Clientele platform
- Partnered with Branch and District Manager with creating action plans for bankers to improve performance and increase productivity
- Partnered with Branch Manager in reviewing profit and loss reports to identify key drivers for efficiencies and revenue opportunities.
Branch Manager
Standard Bank
Lyons, IL
06.2007 - 06.2011
- Actively participated in chamber meetings to create networking opportunities
- Promoted brand awareness for Standard Bank by volunteering at offsite events within the community
- Drove branch revenue through monthly business calls within the market area
- Provided financial guidance to clients with personal, business banking and lending needs
- Coached, mentored and motivated staff to achieve branch initiatives
- Hub Leader- leading and driving sales results for 5 branches
- Referred clients to Wealth Management, Mortgage, Insurance and Commercial to increase branch revenue
- Trained and mentored all newly hired managers within my region
- Led the charge of satisfactory branch audits by completing a monthly checklist to ensure accuracy
- Recognized by senior management for achieving sales and customer service goals.
Assistant Branch Manager
Standard Bank
Lyons, IL
01.2005 - 06.2007
- Led and held accountable a team of 25 employees to improve performance and increase productivity
- Trained newly hired personal bankers and managers on account openings, policies and procedures
- Facilitated monthly staff meetings to update employees on branch initiatives
- Partnered with Teller Supervisor to ensure the branch was operationally sound
- Recognized every month by senior management for achieving individual sales goals.
Education
B.A. - Business Administration/HR Management
Judson University
Associates - Business Management
Morton College
Skills
- Leadership
- Coaching
- Managing
- Sales and Service Training
- Instructional Design and Development
- Communication and Collaboration
- Leadership Training
- Project/Chain Management
- Presentation and Facilitation
- Driving Revenue Focused Results
- Sales leadership development
- Strategic thinker
- Team development strategies
- Fluent in Punjabi and Hindi
- Human Resources
- Data Analysis
- Staff Development
- Coaching and Mentoring
- Strategic Planning
- Complex Problem-Solving
Timeline
Vice President, Retail Learning Manager
Old Second National Bank
12.2023 - Current
Senior Education and Development Business Partner
Old Second National Bank
12.2021 - 12.2023
Training and Development Manager
West Suburban Bank
08.2018 - 12.2021
Branch Manager III, Assistant Vice President
West Suburban Bank
03.2017 - 08.2018
Branch Manager, Officer
Byline Bank
02.2015 - 03.2017
Branch Manager, Vice President
J.P. Morgan Chase
08.2013 - 02.2015
Sales Manager, Assistant Vice President
J.P. Morgan Chase
07.2011 - 08.2013
Branch Manager
Standard Bank
06.2007 - 06.2011
Assistant Branch Manager
Standard Bank
01.2005 - 06.2007
B.A. - Business Administration/HR Management
Judson University
Associates - Business Management
Morton College
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