Stefanie D'Angelo
Saint Clair Shores,MI
Summary
Dynamic operations leader with a proven track record at JP Morgan Chase, achieving a 100% success rate in branch audits. Skilled in managing operations and maintaining compliance, I excel in complex problem-solving and delivering exceptional customer service, driving significant reductions in cash and documentation errors.
Overview
17
17
years of professional experience
Work History
Branch Operations Lead
JP Morgan Chase
Sterling Heights, MI
03.2016 - Current
- Monitor and analyze branch performance metrics to identify areas for improvement.
- Decreased cash errors by 40%, and documentation errors by 50%.
- Ensure compliance with all applicable laws, regulations, and policies.
- Oversee branch operations, including customer service, internal/external fraud, and financial transactions.
- Follow operational standards, promoting security, risk management, and compliance.
- Create and maintain accurate schedules according to operational requirements, including vacation and sick days.
TELLER
JP Morgan Chase
02.2014 - 03.2016
- Ensured accurate processing of customer transactions, averaging over 100 transactions per shift
- Utilized banking knowledge and customer service skills to understand customers needs and refer them to appropriate branch partner.
- Assisted customers with account maintenance questions and concerns when bankers were not available.
- Assisted supervisor and branch Manager in daily operation tasks to expand knowledge and prepare for future roles.
- Verified customers' identification to ensure compliance with laws and regulations.
PERSONAL BANKER
JP Morgan Chase
03.2011 - 02.2014
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
CO-MANAGER
Bath & Body Works
06.2008 - 03.2011
- Planned Brand updates and schedule accordingly to ensure compliance with corporate objectives
- Promoted growth and facilitated talent development of each associate to drive performance excellence.
- Assisted with recruiting, interviewing, hiring and onboarding of new employees.
- Maintained a clean, organized store environment that adhered to safety standards.
- Monitored employee performance and provided constructive feedback.
Education
Bachelor's Degree - Communication, Advertising
Oakland University
Administrative Assistant Certification -
Macomb Community College
Skills
- Managing Operations
- Complex Problem-Solving
- Banking Ethics
- Exceptional Customer Service
- Maintaining Compliance
- Operations Management
- Transaction Processing
- Staff Training
- Employee Supervision
- Teamwork and Collaboration
- Scheduling and Daily Planning
References
References available upon request.
Timeline
Branch Operations Lead
JP Morgan Chase
03.2016 - Current
TELLER
JP Morgan Chase
02.2014 - 03.2016
PERSONAL BANKER
JP Morgan Chase
03.2011 - 02.2014
CO-MANAGER
Bath & Body Works
06.2008 - 03.2011
Bachelor's Degree - Communication, Advertising
Oakland University
Administrative Assistant Certification -
Macomb Community College
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