Pamela Gaitens
Venice,FL
Summary
Dedicated Operations Manager demonstrating effective leadership in all aspects of the job. Excels at cutting costs and streamlining operations.
Overview
23
23
years of professional experience
Work History
Branch Operations Manager
Calusa Bank
Venice, FL
03.2014 - Current
- Scheduled staffing for the main branch.
- Trained, coached and mentored staff to ensure smooth adoption of new program.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Maintained confidentiality of bank records and client information.
- Maintained friendly and professional customer interactions.
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Collaborated with the compliance department to eliminate procedural errors and margin breaks.
- Politely assisted customers in person and via telephone.
- Provided an elevated customer experience to generate a loyal clientele.
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
Assistant Branch Manager
Florida Shores Bank
Venice, FL
05.2009 - 03.2014
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
- Oversaw daily office operations for staff of five employees.
- Composed and drafted all outgoing correspondence and reports for managers.
- Oversaw inventory and office supply purchases.
- Gathered data for internal audits through interviews, financial research and downloads.
- Articulated audit findings, risks and detailed recommendations to upper management.
- Coordinated trade shows, media buying and planning, sales promotions and direct mail campaigns.
Branch Specialist
First Priority Bank
Venice, FL
01.2007 - 08.2008
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Organized, stocked and maintained the teller window area.
- Processed quarterly Vault and ATM audits with a zero error rate.
- Pulled daily branch balance reports.
- Collected member loan payments.
- Sold cashier's checks, traveler's checks and money orders.
- Executed wire transfers, stop payments and account transfers.
- Processed exchange and foreign currency.
- Recommended loan approvals and denials based on customer loan application reviews.
Customer Service Representative
Regions Bank
Venice, FL
01.2006 - 01.2007
- Recommended loan approvals and denials based on customer loan application reviews.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Submitted loan applications to loan underwriter for verification and recommendation.
- Maintained friendly and professional customer interactions.
- Maintained confidentiality of bank records and client information.
- Responded to all customer inquiries thoroughly and professionally.
- Greeted customers in a timely fashion, while quickly determining their needs.
Customer Service Revpresentative
SunTrust Bank
Venice, FL
10.2001 - 01.2006
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Organized, stocked and maintained the teller window area.
- Processed quarterly Vault and ATM audits with a zero error rate.
- Coordinated daily cash reconciliation at a high-volume location.
- Opened accounts and cross sold products making qualified referrals to other lines of business
- Collected member loan payments.
- Sold cashier's checks, traveler's checks and money orders.
- Executed wire transfers, stop payments and account transfers.
- Processed exchange and foreign currency.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Maintained friendly and professional customer interactions.
Education
High School Diploma - undefined
Minooka Community High School
Minooka, IL2000
Skills
- Consumer banking specialist
- Compliance, banking laws and regulations
- Night and safe deposit procedures
- Goal-oriented
- Self-sufficient
- Positive
- Cheerful
- People-oriented
- Excellent time management skills
- Cash handling expertise
- Report development
- Project planning
- Professional phone etiquette
- Excellent communication skills
- Customer service-oriented
- Excellent planner and coordinator
- Works well under pressure
- Team building
- Spreadsheet management
Timeline
Branch Operations Manager
Calusa Bank
03.2014 - Current
Assistant Branch Manager
Florida Shores Bank
05.2009 - 03.2014
Branch Specialist
First Priority Bank
01.2007 - 08.2008
Customer Service Representative
Regions Bank
01.2006 - 01.2007
Customer Service Revpresentative
SunTrust Bank
10.2001 - 01.2006
High School Diploma - undefined
Minooka Community High School
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