Theresa McCauley
White Plains,NY
Summary
Seasoned professional with a background in banking operations, district service leadership, and sales management. Strengths include staff development, policy implementation, and performance tracking. Committed to supporting smooth service delivery and strong customer outcomes.
Overview
2011
2011
years of professional experience
Work History
Manger
JPMorgan Chase
Westchester, New York
11.1972 - 11.2010
- Managed JPMorgan Chase team workflows and daily service priorities.
- Coordinated client requests across JPMorgan Chase banking channels.
- Reviewed reports and tracked performance data for JPMorgan Chase operations.
District Sales Manager
JPMorgan Chase
Westchester , NY
- Led territory reviews and sales pipeline discussions.
- Presented market trends and account strategies to leadership.
- Set clear objectives and helped team members develop plans to achieve quotas.
- Managed a team of sales representatives and provided training, coaching and mentoring to ensure optimal performance.
- Maintained relationships with key accounts within the district in order to facilitate repeat business opportunities.
District Service Manager
JPMorgan Chase
Westchester, NY
- Managed district service operations for JPMorgan Chase branch network.
- Coached branch teams on customer service standards and issue resolution.
- Monitored service workflows to support smooth daily branch execution.
- Identified areas where additional resources were required in order to meet customer demands effectively.
Education
High School Diploma -
Dodge Vocational
The Bronx, NY09-1972
Skills
- Performance reporting and analysis
- Service workflow optimization
- Branch operations management
- Employee training and development
- Effective communication skills
- Team leadership and collaboration
- Work prioritization strategies
- Goal setting and achievement
- Sales management techniques
- Policy implementation and compliance
- Business administration principles
- Account management strategies
- Workforce scheduling and planning
Accomplishments
March of Dimes awards for highest Donations
Timeline
Manger
JPMorgan Chase
11.1972 - 11.2010
District Sales Manager
JPMorgan Chase
District Service Manager
JPMorgan Chase
High School Diploma -
Dodge Vocational