Rachel Ward
Yorktown Heights,NEW YORK
Summary
Banking professional with 15 years of progressive experience. Expertise in operations, leadership and financial services. Exceptional communication skills and relationship building. Highly organized with attention to detail. Successful in finding ways to improve processes and efficiency.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Deposit Services Specialist III, Verifications
Brookline Bancorp
Yorktown Heights, NY
02.2023 - Current
- Perform verification of new and existing personal and business accounts for 3 banks with multiple branches in 3 states.
- Research and evaluate customer information for compliance with policies and procedures.
- Assist in the development of new verification methods and processes to maximize efficiency.
- Maintain detailed records of customer verifications, file maintenance and associated documentation.
- Review incoming documents for completeness, accuracy, and compliance with established standards.
- Collaborate with other departments to ensure timely resolution of issues related to verification activities.
- Provide guidance on regulatory requirements related to account verification processes.
- Complete and resolve and update Quality Control Log.
- Navigate through multiple online systems to obtain documentation.
- Check documentation and system for appropriate coding and alerts, catching errors and making revisions.
System Operations Specialist
PCSB Bank
Yorktown Heights, NY
05.2021 - Current
- Responsible for reviewing customer information files and maintenance for 14 bank branches.
- Ensures all documents are complete for audit and compliance.
- Makes sure proper coding has been used to ensure correct product features are activated.
- Assists branch staff with corrections and obtaining missing documentation.
- Answers telephone calls and emails for branch support with account opening, policies, procedures and operations.
- Developed checklists and implemented procedures to improve efficiency.
- Regulation E back up, taking and filing claims related to fraud or disputes.
Assistant Branch Manager, Operations Manager
PCSB Bank
Yorktown Heights, NY
11.2017 - 05.2021
- Responsible for daily operations of branch including teller function, ATM, night depository, coin machine and vault. Safe and secure branch opening and closing procedures.
- Supervising, educating and coaching team of 5 bankers.
- Adhering to policies, procedures, federal and state laws. Preparing monthly audit reports for upper management.
- Expertise in banking products including IRAs and account opening.
- Staff scheduling to ensure efficient coverage.
- Compiling sales reports and tracking to manage goals.
- Outstanding customer service and relationship building.
- Representing bank at community functions and fundraisers.
- Recognized for successfully coordinating branch relocation with safe transferal of cash and secure files, resulting in on time opening.
Education
Associate of Arts - Tourism and Travel Management
Cassio College
Watford, UKSkills
- Operations Management
- Training and Development
- Customer Information File Maintenance
- Audit Processes
- Teambuilding
- Discretion with Confidential Information
- Sales and Retention
- Integrity
Certification
- Notary Public, State of NY
Timeline
Deposit Services Specialist III, Verifications
Brookline Bancorp
02.2023 - Current
System Operations Specialist
PCSB Bank
05.2021 - Current
Assistant Branch Manager, Operations Manager
PCSB Bank
11.2017 - 05.2021
Associate of Arts - Tourism and Travel Management
Cassio College
- Notary Public, State of NY
Similar Profiles
Amanda JenkinsAmanda Jenkins
Paraprofessional at Public Schools of Brookline BEEPParaprofessional at Public Schools of Brookline BEEP
Thomas D. BradyThomas D. Brady
Conservation Administrator / Tree Warden/ Town Arborist at Town of BrooklineConservation Administrator / Tree Warden/ Town Arborist at Town of Brookline
Sean GasabovSean Gasabov
Volunteer at Brookline High SchoolVolunteer at Brookline High School