Summary
Overview
Work History
Education
Skills
Timeline
Generic

Patricia Roditti

Jacksonville,Florida

Summary

Goal oriented team player seeking to grow within the company by applying proven interpersonal skills and supervisory experience to ensure successful and efficient branch operations.

Overview

26
26
years of professional experience

Work History

Member Services Representative III

Navy Federal Credit Union
01.2022 - Current
  • Performed platform account services in the capacity of a universal representative.
  • Provided support and coaching to team members to enhance the usage of OneView and insights, enabling us to better serve our members and align our efforts towards a common goal.
  • Facilitated the development and training of new hires by implementing long-term retention strategies that align with branch service standards and objectives.
  • Facilitate and conduct team huddles to identify opportunities for enhancing NFIS referrals in alignment with branch goals.
  • As a DI&B Champion, I facilitate morning huddles and engagement group activities to uphold inclusive and safe work enviroment.
  • Encourage and support the team in fostering discussions among members regarding their financial health. Facilitate participation in financial education and outreach events within the local communities, such as Military Appreciation events, DEP programs, school events, etc.
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.

Teller Supervisor

Community First CU of Florida
01.2010 - 01.2022
  • Ensuring adherence to procedures and confirming that all branch transactions are properly balanced at the end of each day.
  • Managed teller schedules, ensuring adequate staffing levels during peak business hours.
  • Maintained consistent balancing of the Vault, TCRs, and ATMs
  • Mentor new hires on board, ensuring all tellers and member services rep were knowledgeable about products, services, and operational procedures.
  • Optimized scheduling systems in alignment with branch demands.
  • Maintained strong knowledge of Credit Union products, services and procedures to assist staff member with questions and help them to reach their sales goals.
  • Managed budget allocations and monitored spending for the branch.
  • Collaborated with management to establish branch goals, developing strategies to achieve them.
  • Performed and reviewed quarterly performance evaluations.
  • Acting in the capacity of Assistant or Branch Manager. during their absence.

Audit Assistant

Community First CU of Florida
01.2008 - 01.2010
  • Performed audit procedures and collaborated on improvements to the Credit Union’s operating systems
  • Assisted in performing evaluations of the Credit Union’s internal control systems
  • Performed financial audit procedures on the Credit Union’s records and reported findings and recommendations.

Senior Teller

Community First CU of Florida
01.2004 - 01.2008
  • Responsible for the vault, cash dispenser machines and GL adjustments
  • Member services area open new membership, Money Market, CD’s
  • Processed loan and Mortgage applications
  • Prepared quarterly audit reports for VP Operations Manager
  • Assisted and trained tellers and senior tellers.

Lead Teller

Community First CU of Florida
01.1999 - 01.2004
  • Supervised tellers, conducted research, and corrections due to posting errors
  • Balanced the vault & ATMs daily
  • Execute daily transactions such as deposits, withdrawals, loan payments opening CDs and Gl adjustments
  • Translated for Spanish-speaking members.

Education

Accounting Technology Specialist Certificate -

Florida State College of Jacksonville
Jacksonville, FL

AA Accounting Technology -

Florida State College of Jacksonville
Jacksonville, FL
01.2008

Office System Management -

Laica University of Guayaquil
Guayaquil, Ecuador
01.1993

Skills

  • Microsoft Excel
  • Word
  • Power Point
  • Fluent in Spanish
  • Public Notary
  • Goal-oriented mindset
  • Customer Support

Timeline

Member Services Representative III

Navy Federal Credit Union
01.2022 - Current

Teller Supervisor

Community First CU of Florida
01.2010 - 01.2022

Audit Assistant

Community First CU of Florida
01.2008 - 01.2010

Senior Teller

Community First CU of Florida
01.2004 - 01.2008

Lead Teller

Community First CU of Florida
01.1999 - 01.2004

Accounting Technology Specialist Certificate -

Florida State College of Jacksonville

AA Accounting Technology -

Florida State College of Jacksonville

Office System Management -

Laica University of Guayaquil
Patricia Roditti