Katie Morse
Pittsfield
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Hardworking and passionate job seeker with strong organizational skills eager to secure Assistant Branch Manager position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Assistant Financial Center Manager
Berkshire Bank
Pittsfield
01.2024 - Current
- Managed daily operations of financial center and ensured compliance with policies.
- Supervised team members to enhance performance and customer satisfaction levels.
- Developed strong relationships with clients through effective communication and support.
- Evaluated operational processes to identify areas for improvement and efficiency gains.
- Analyzed customer feedback data to identify areas of improvement in service quality.
- Ensured compliance with all applicable laws, regulations, policies, and procedures related to banking operations.
- Maintained records of customer accounts and transactions.
- Researched suspicious transactions flagged by anti-money laundering systems.
- Implemented new systems, policies, procedures as necessary to improve operational effectiveness.
- Developed strategies to improve operational efficiency within the financial center.
- Provided assistance in resolving customer complaints and inquiries in a timely manner.
- Identified areas of improvement within the financial center's processes and developed solutions accordingly.
- Monitored cash levels in ATMs and replenished as needed.
- Participated in training sessions on banking regulations, laws, products to stay up-to-date on industry trends.
- Supervised a team of 8-10 employees, providing guidance and direction for day-to-day activities.
- Performed account reconciliation tasks on a daily basis.
- Managed daily operations of the financial center, including staffing and customer service.
- Tracked sales goals and monitored progress towards achieving them.
- Analyzed customer needs to identify and recommend appropriate banking products and services.
- Assisted customers with opening new accounts, processing loan applications, making deposits and withdrawals.
- Coordinated with other departments to resolve customer disputes or discrepancies.
- Developed and led performance-oriented team dedicated to accomplishing sales and service objectives.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Financial Center Supervisor
Berkshire Bank
05.2022 - 01.2024
- Implemented policies to improve efficiency and team performance.
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Supported financial director with special projects and additional job duties.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Conducted financial due diligence on potential investments and acquisitions.
- Performed quality assurance checks on transactions and account actions to assess compliance with state and federal regulations.
Teachers Assistant
Hillcrest Educational Centers, Inc
04.2016 - 10.2021
- Kept classrooms clean, neat, and properly sanitized for student health and classroom efficiency.
- Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
- Supported student learning objectives through personalized and small group assistance.
- Collaborated with teachers for lesson preparation by preparing materials and setting up equipment.
- Worked with lead teacher to monitor class schedule and take attendance.
- Maintained safety and security by overseeing students in recess environments.
- Assisted lead teachers with lesson plan creation and materials development .
- Helped teachers recognize learning issues evidenced in one-to-one support instruction.
- Documented student progress and communicated with parents to keep informed.
- Supervised residential and day treatment children during class and on field trips.
- Supported classroom activities, tutoring, and reviewing work.
- Supported classroom maintenance and upkeep, organizing books and materials.
Education
GED -
Pittsfield High School
Pittsfield, MA06.2009
Skills
- Account Management
- Document Preparation
- Team Coaching
- Relationship Management
- Team Development
- Schedule Coordination
- Team Leadership
- Staff Training
- Cash Flow Management
- Strategic Planning
- Time Management
- Customer Relationship Management
- Decision-Making
- Relationship Building
- Critical Thinking
- Effective communication
- Problem solving
- Customer service
- Relationship building
- Operational management
Accomplishments
- Supervised team of 5 staff members.
- October X-Award Winner
Certification
NMLS
Timeline
Assistant Financial Center Manager
Berkshire Bank
01.2024 - Current
Financial Center Supervisor
Berkshire Bank
05.2022 - 01.2024
Teachers Assistant
Hillcrest Educational Centers, Inc
04.2016 - 10.2021
GED -
Pittsfield High School