Summary
Overview
Work History
Education
Skills
Committees
Timeline
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Wendy O’Neil

Geneva,NY

Summary

Banking Operations Lead Specialist at Canandaigua National Bank with expertise in Q2 Central/Console and a proven track record in team leadership and regulatory compliance. Skilled in creating efficient procedures and enhancing operational effectiveness, fostering a results-driven environment while ensuring accuracy and adherence to banking standards.

Overview

2027
2027
years of professional experience

Work History

Banking Operations Lead Specialist

Canandaigua National Bank
Canandaigua, NY
2018 - Current
  • Lead, coach, train, support & set priorities for team members
  • Maintain an advanced to expert level understand of the majority of operations related systems
  • Create and document procedures and maintain a high-level understanding of bank controls & regulatory requirements

Banking Operations Representative

Canandaigua National Bank
Canandaigua
2014 - 2018
  • Processed legal restraints & levies
  • Organized and distributed incoming mail while preparing outgoing correspondence.
  • Ensured accuracy of daily AIC report and executed necessary corrections.

Bank Teller

Canandaigua National Bank
Canandaigua, NY
05.2009 - 2014
  • Executed accurate processing of customer transactions while ensuring compliance with banking regulations.

Education

Associate of Science - Graphic Design

Finger Lakes Community College
Canandaigua, NY
05.2002

Skills

  • Q2 Central/Console
  • DNA
  • Payment Exchange
  • Thales
  • Client Central

Committees

  • Celebration Committee
  • Team Building committee
  • Sky lounge remodel focus group

Timeline

Bank Teller

Canandaigua National Bank
05.2009 - 2014

Banking Operations Lead Specialist

Canandaigua National Bank
2018 - Current

Banking Operations Representative

Canandaigua National Bank
2014 - 2018

Associate of Science - Graphic Design

Finger Lakes Community College
Wendy O’Neil