Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Susan Vitale

East Haven,CT

Summary

Seasoned VP, Branch Manager at Patriot Bank, NA, adept in financial operations and staff leadership, significantly increased branch assets by over 30%. Excel in Microsoft Office and client relationship building, fostering business growth and strong community ties through innovative events and strategic management.

Overview

21
21
years of professional experience
1
1
Certification

Work History

VP, Branch Manager

Patriot Bank, NA
Milford, CT
01.2020 - Current
  • Managed financial operations, overseeing budgeting, forecasting and financial analysis activities.
  • Oversaw human resources functions such as recruitment, employee relations, training and benefits administration.
  • Established performance standards for staff members in order to drive productivity levels up.
  • On a day-to-day basis, I service customers with current account issues, open new accounts, and bring in new money to keep the branch goals YTD above $76 million throughout several product types.
  • At the start of 2020, the Milford branch had a business customer invested in a lucrative program under the IntraFi network called CDARs. This customer had a balance of $5 million at the time, which has since grown to $12 million under my management.
  • As of September 2023, I managed two branches, Orange, and Milford. Integrating the Orange customers into a smooth transition to stay with the Bank and to start using the Milford office, due to the need to close the Orange branch. The Orange branch balance at the start of my dual role was $26 million, and by the end of April 2024, when the branch closed, the balance was up to $34 million.
  • Organized a community event at the end of September 2023, in the Milford branch parking lot. Hosted a 'Shred Day' event, allowing everyone in town to shred sensitive material in a professional and secure fashion, as well as offering free pizza and snacks in the Milford branch parking lot. With a turnout of over 200 people, we successfully shredded over 5,000 lbs of paper for the community.

AVP, Assistant Branch Manager

Patriot Bank, NA
Milford, CT
01.2019 - 01.2020
  • Provided leadership, direction, guidance, and support to team members on a daily basis.
  • Created training materials and facilitated workshops to ensure staff was up-to-date on industry best practices.
  • Reviewed existing policies and procedures related to operations, finance, human resources.
  • Evaluated employee performance through observation of job duties as well as feedback from customers and clients.

Senior Service Associate

Patriot Bank, NA
Previously in Norwalk, Milford, Fairfield & Orange, CT
09.2013 - 01.2019
  • Daily tasks include assisting each customer with deposits, withdrawals, loan payments, and loan disbursements; reviewing new and closed accounts in compliance with standard internal auditing practices; and filing new accounts after review.
  • Supervised Service Associate(s) assisted with training and helping other staff with bank procedures, as needed.

Rater English (US) -Part Time

Lionbridge AI
Remote
01.2017 - 01.2019
  • The position consisted of rating Google queries to make sure the consumer was receiving the most relatable information based on their location and search request
  • Along with that I rated YouTube video content based on the ESRB rating scale

Sales Associate

Pepperidge Farm
Norwalk, CT
11.2012 - 03.2014
  • Cashier, restocking shelves and gift basket making were my daily tasks as well as opening/closing the store, made bank deposits, and filled change orders
  • On a weekly basis, I made the employee schedules and assisted the Store manager with unloading the shipments and counting inventory

Head Teller

Prime Bank
Orange, CT
11.2008 - 11.2012
  • Supervised tellers and handled all vault cash and coin shipments, printed reports and customer notices, prepared loan payments, wire transfers, balanced teller drawer, monthly surprise audits on teller drawers and vault
  • Trained new staff and tellers and used Microsoft Office for various functions
  • I also helped customers balance their accounts daily and made all phone calls to collect insufficient funds from customers for their loan payments and/or overdrawn accounts

Head Teller

New Alliance Bank
Milford and Orange, CT
04.2004 - 11.2008
  • Supervised tellers, handled all vault cash and coin shipments, vault and tellers’ drawer monthly audits, prepared weekly schedules and helped manager with annual reviews

Education

Associate’s degree - Business Administration Management

Gateway Community College
New Haven, CT
05-2008

Diploma - High Honors

West Haven High School
West Haven, CT
06-2002

Skills

  • Organized
  • Quick learner
  • Able to multitask
  • Proficient in Microsoft Word
  • Proficient in Excel
  • Proficient in Outlook
  • Proficient in Gmail
  • Business growth and marketing strategies
  • Customer service
  • Staff recruiting and retainment
  • Customer and employee rapport
  • Staff training
  • Client relationship building
  • Team leadership

References

John Slater, VP, Director of Retail Banking, Connecticut Community Bank, (203) 449-4357

Certification

  • State of CT Notary since August 2020
  • Notary License #0179787
  • Current expiration August 31, 2029

Timeline

VP, Branch Manager

Patriot Bank, NA
01.2020 - Current

AVP, Assistant Branch Manager

Patriot Bank, NA
01.2019 - 01.2020

Rater English (US) -Part Time

Lionbridge AI
01.2017 - 01.2019

Senior Service Associate

Patriot Bank, NA
09.2013 - 01.2019

Sales Associate

Pepperidge Farm
11.2012 - 03.2014

Head Teller

Prime Bank
11.2008 - 11.2012

Head Teller

New Alliance Bank
04.2004 - 11.2008

Associate’s degree - Business Administration Management

Gateway Community College

Diploma - High Honors

West Haven High School

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