Overview
Work History
Summary
Skills
Education
Work Availability
Accomplishments
Quote
Work Preference
Websites
Interests
Timeline
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Patrick S. Omoto

Patrick S. Omoto

Milpitas,CA

Overview

17
17
years of professional experience
3
3
years of post-secondary education

Work History

Process Manager II

JP Morgan Chase
05.2023 - 07.2024
  • Performed audits at Preferred Banking Offices across the East and West coast to identify possible operational deficiencies
  • Responsible for identifying new areas of risk to be included in the audit program for the following year and ensured the current program was still up to date
  • Planned and scheduled all audits to be performed for the year by analyzing data to determine which offices needed to be prioritized based on various factors
  • Developed relationships with Preferred Banking Offices to establish a trusted partnership
  • Hosted post audit meetings with management teams to discuss summary of audit results, recommend areas for improvement and develop action plan to enforce positive change
  • Selected to be a liaison during transitional period due to my extensive experience around policies and procedures

Senior Internal Auditor

First Republic Bank
09.2022 - 05.2023
  • Performed audits at Preferred Banking Offices across the East and West coast to identify possible operational deficiencies
  • Responsible for identifying new areas of risk to be included in the audit program for the following year and ensured the current program was still up to date
  • Planned and scheduled all audits to be performed for the year by analyzing data to determine which offices needed to be prioritized based on various factors
  • Developed relationships with Preferred Banking Offices to establish a trusted partnership
  • Hosted post audit meetings with management teams to discuss summary of audit results, recommend areas for improvement and develop action plan to enforce positive change
  • Selected to be a liaison during transitional period due to my extensive experience around policies and procedures

PBCS Manager

First Republic Bank
03.2020 - 09.2022
  • Managed the Client Service Group in San Francisco and Peninsula consisting of 15 direct reports
  • Examined and oversaw a daily average of 350 wires and intrabank transactions
  • Reviewed and had authority to approve transactions that were deemed high risk
  • Audited verification calls for quality assurance and training purposes

Regional Team Lead

First Republic Bank
08.2017 - 03.2020
  • Audited accounts opened within 13 Preferred Banking Offices in the Peninsula for KYC requirements and audit exceptions
  • Trained bankers on how to complete proper KYC for new consumer and business accounts
  • Worked with BSA/AML to ensure bankers were updated with the latest enhancements
  • Managed workflow amongst direct reports to maximize efficiencies within the team

Operations Specialist/ Quality Analyst

First Republic Bank
08.2014 - 08.2017
  • Covered, mentored and coached 68 Preferred Banking Offices nationwide
  • Visited offices to ascertain compliance and adherence with internal procedures and regulatory requirements as it related to all operational aspects
  • Proactively resolved any audit issues and developed action plans with management
  • All offices passed internal audits with 85% having no discoverable areas of concern

Preferred Banker

First Republic Bank
06.2012 - 08.2014
  • Exceeded checking deposit growth by 100%
  • Helped de novo office pass audit with zero exceptions by reviewing new accounts, banker transactions, wires and inventory control daily

Personal Banker

Wells Fargo Bank, N.A.
09.2007 - 06.2012
  • Traveled to South Carolina during Wachovia merger to train employees on new systems and processes
  • Maintained zero loss record for bank operations

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Skills

  • Operational excellence
  • Quality service
  • Staff development
  • Managing operations and efficiency
  • Attention to detail
  • Quality control
  • Analytical thinking
  • Excellent communication
  • Teamwork

Education

High School Diploma -

Evergreen Valley College
San Jose, CA
09.2004 - 09.2007

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Supervised team of 15 staff members.
  • Achieved zero exceptions during internal audit by reviewing new accounts, banker transactions, wires and inventory with accuracy and efficiency.

Quote

"Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients."
Richard Branson

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CultureTeam Building / Company RetreatsHealthcare benefits401k matchPaid time offPaid sick leaveWork from home option

Interests

Sports (NFL, NBA, MLB, NHL)

Bowling

Timeline

Process Manager II

JP Morgan Chase
05.2023 - 07.2024

Senior Internal Auditor

First Republic Bank
09.2022 - 05.2023

PBCS Manager

First Republic Bank
03.2020 - 09.2022

Regional Team Lead

First Republic Bank
08.2017 - 03.2020

Operations Specialist/ Quality Analyst

First Republic Bank
08.2014 - 08.2017

Preferred Banker

First Republic Bank
06.2012 - 08.2014

Personal Banker

Wells Fargo Bank, N.A.
09.2007 - 06.2012

High School Diploma -

Evergreen Valley College
09.2004 - 09.2007

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