TARA LOVERDE
Middle Island
Summary
Accomplished Banking Professional experienced in leading branch operations and driving sales to enhance customer service. Delivered high customer service ratings through effective leadership and management of daily activities. Handled high volumes of banking transactions while reviewing reports for variances and performing follow-up duties.
Overview
19
19
years of professional experience
Work History
Personal Banker
Valley Bank
03.2026 - 06.2026
- Opened and managed deposit accounts, identifying credit card and digital banking opportunities to meet customer needs.
- Established consumer and business relationships through consultative sales, enhancing client satisfaction and retention.
- Provided exceptional customer service to support branch sales and achieve operational goals.
- Operational compliances with bank policies, BSA/AML procedures, and operational standards.
Branch Operations Lead / Manager on Duty
JPMorgan Chase
10.2007 - 02.2025
- Oversaw daily branch operations as Manager on Duty in absence of Branch Manager, ensuring smooth workflow and service delivery.
- Managed teller operations, cash management, ATM balancing, audits, and opening and closing procedures, ensuring compliance and operational integrity.
- Ensured compliance with banking regulations, internal controls, security procedures, and audit standards.
- Coached, trained, and developed employees, monitoring performance and delivering actionable feedback to enhance skills and service quality.
- Prepared staff schedules, delegated daily responsibilities, and maintained adequate staffing levels.
Education
Regents Diploma - Business Administration
Bayport-Blue Point High School
Skills
- Retail Banking
- Sales & Referrals
- Teller Operations
- Cash Management
- Audit & Compliance
- Branch Operations
- Risk Management
- Customer Service
- Team Leadership
- Employee Coaching
- Scheduling
- Manager on Duty
CUST
- Resolved escalated customer concerns, strengthened client relationships, and supported customer retention.
- Partnered with branch leadership to achieve sales, service, and operational performance goals.
Timeline
Personal Banker
Valley Bank
03.2026 - 06.2026
Branch Operations Lead / Manager on Duty
JPMorgan Chase
10.2007 - 02.2025
Regents Diploma - Business Administration
Bayport-Blue Point High School