George Kerr Email and Phone Number

Quality Assessment Specialist (2009)Gathered and compiled operational data to ascertain operational soundness in store areas of control to include opening/closing procedures, safe deposit box, commercial depository, signage/merchandising/brochures, negotiable instruments, medallion stamp, financial center controls, funds transfer, teller controls, foreign transactions, new accounts and cash. Provided robbery support to include coordination of counseling services, robbery scene securitization, determination of amount taken and communication of all details including loss amounts to local police, FBI, corporate and all business partners.Key Contributions: Achieved 117.65% of required assessments. Special projects to included Wells Fargo merger integration timings, quality control testing, remote new account testing, non-personal new accounts initiative. Delivered via conference calls Resume Writing and Interviewing workshops to 21 co-workers.

Quality Review Advisor (July 2007 – November 2008)Completed quality reviews according to set timeframes. Identified opportunities for improvement. Partnered with Leaders, Store and Teller Managers to address opportunities and implement processes to gain operational control whenever necessary. Provided robbery support to include coordination of counseling services, robbery scene securitization, determination of amount taken and communication of all details including loss amounts to local police, FBI, corporate and all business partners.Key Contributions: Lead Greater East Bay through operational conversion upon which 2008 results were achieved; #1 region in per Financial Specialist total checking products sold as well as needs assessments, top 10 regions in expense management company wide, and top region in West in customer Gallop Poll surveys. Achieved 131% of required operation quality reviews. Mitigated $58,000 of employee defalcations, $23,000 in unresolved shortages, $1.4 million risk in unfunded CDs with Fraud Investigator, Service Leaders and operations business partners. Developed and distributed Patriot Act Guide to the Western Banking Group to assist with remediation of Patriot Act errors. Provided business continuity, robbery, and emergency support 24/7. As subject matter expert, lead new training tracks through wire funds transfer certification, security opening/closing, as well as operational overview and risk management.

Operational Quality ControlCentral Division (October 2005 – July 2007)Responsible for operational control of a 25 branch Division. Built strong partnerships with Division Manager, District and Branch Managers within the Central Valley to ensure front-line operational soundness. Managed a team of Manager Trainees, an assistant and other field employees to ensure quality operational reviews. Implemented best practices and initiated process improvements.Key Contributions: Provided operational foundation training for 100% of the Manager Trainee workforce. Acted as Division Back-Up for weekly sales impact calls. Achieved 100% Internal Audit Pass; Nine of Nine Internal Audits during this timeframe.Director, Policies and Procedures (June 2002 – October 2005)Protected the company from loss through development, revision, and enforcement of strong policies and procedures. Managed a 271 branch field organization self audit program. Audit Liaison between Savings and Internal Audit department.Key Contributions: Added 60,000 key words to aid Online Procedure Manual search functionality. Over next two years made this manual a one stop informational shop by collapsing several departments’ websites into it. Ranked #1 Back Office department for customer service, company wide two first Quarters in a row. Created Online Operations Manual for branch keys & bait money. Automated news and bulletins, branch audit scoring and Ace, Attitude, Climate and Environment surveys. Sat on advisory committees for inception of ATMs, Online Banking, automation of Safe Deposit Boxes, and many other company wide initiatives.

District Manager (1996 – 2002), Training Administrator (1992 – 1996), Region Trainer (1990 – 1992), Branch Manager (1986 – 1990).