Summary
Overview
Work History
Education
Skills
Timeline
Generic
Theresa Monastra

Theresa Monastra

Seaford

Summary

  • Well qualified and results oriented banking professional with over 30 years of successful banking experience in positions of leadership with increasing responsibilities and duties.
  • Top performer who consistently exceeds customer expectations. Team player with polished communication skills: verbal, written, interpersonal and presentations.
  • Professional, thorough, and organized with strong follow-up skills.

Branch manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. Several years history of success in the field.

Versatile branch manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with several years of experience overseeing day-to-day operations of the branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.

Overview

38
38
years of professional experience
2
2
years of post-secondary education

Work History

Branch Manager

ConnectOne Bank
Massapequa
07.2023 - Current
  • Developed business strategies and managed branch operations to enhance customer experience and drive branch growth.
  • Supervised teller staff in daily operations, ensuring compliance with procedures and maintaining high service standards.
  • Provided exceptional customer service by engaging clients in a friendly and professional manner.
  • Detailed knowledge of Bank Products, banking regulations and services.
  • Formerly First National Bank of Long Island

Assistant Branch Manager - Floating

ConnectOne Bank
07.2022 - 07.2023
  • Led branch operations, driving business development and ensuring regulatory compliance.
  • Provided exceptional customer service by engaging clients in a friendly and professional manner.
  • Executed stellar and platform functions.
  • Supervised teller staff to maintain efficiency and customer satisfaction.
  • Excellent knowledge of Bank Products and services.
  • Assessed customer accounts to ensure sound business and overdraft decisions.

Branch Manager

JPMORGAN Chase
Baldwin
01.2006 - 01.2021
  • Identified and hired top talent within the branch, including tellers, bankers, and assistant managers.
  • Developed and coached team members to achieve their potential by setting clear goals, enabling them to deliver superior client service and identify banking opportunities.
  • Maintained clear focus on clients and exceptional client experience at all times.
  • Led initiatives that fostered a positive environment, enhancing experience for clients and employees.
  • Managed team of over ten employees, addressing inquiries and resolving issues to maintain operational efficiency.
  • Delivered tailored financial services to clients.
  • Facilitated effective communication with team and clients.
  • Planned, scheduled, and managed staffing to meet changing branch and client needs.
  • Conducted business operations in Baldwin, New York

Various Roles

JPMORGAN CHASE
01.1988 - 01.2021
  • Assistant Branch Manager, Relationship Banker, Sales Manager, Customer Service Representative, Teller.
  • Worked in multiple branch locations to support banking operations.
  • Executed daily operations with accuracy and efficiency to support branch functions.
  • Proposed and implemented innovative solutions that improved team collaboration and project outcomes.
  • Collaborated with diverse coworkers to achieve goals and resolve product and service-related issues.

Education

Associate degree - Liberal Arts

Nassau Community College
Garden City, NY
05.2018 - 01.2020

Skills

  • Business development
  • Branch marketing
  • Customer relationship management
  • Client retention
  • Sales strategies
  • Regulatory compliance
  • Performance management
  • Organizational skills
  • Leadership
  • Staff training
  • Decision making
  • Problem solving
  • Attention to detail
  • Effective communication
  • Communication
  • Customer service

Timeline

Branch Manager

ConnectOne Bank
07.2023 - Current

Assistant Branch Manager - Floating

ConnectOne Bank
07.2022 - 07.2023

Associate degree - Liberal Arts

Nassau Community College
05.2018 - 01.2020

Branch Manager

JPMORGAN Chase
01.2006 - 01.2021

Various Roles

JPMORGAN CHASE
01.1988 - 01.2021
Theresa Monastra