Jennifer Dagna Email & Phone Number

Provide leadership to the teller team, as well as the entire branch. Model the highest level of customer service standards while profiling customers for additional sale and service opportunities. Manage daily branch schedules and ensure all tasks are completed in a timely manner. Ensure branch achieves satisfactory audit results, and set daily/weekly/monthly audit tasks to guarantee compliance. Process all routine and complex teller transactions while maintaining a balanced cash drawer and adhering to internal controls and procedures.

Oversee all sales and operations in the Financial Center. Coach and train staff in all roles from teller to personal banker. Set measurable goals for all staff members, and coach continuously to ensure goals are met. Keep staff informed of all policy and procedure updates on a daily basis. Responsible for branch audits including lending. Perform all aspects of member service, from new accounts to loans. Maintain all branch files and ensure that destruction is in compliance with the regulation schedule

Provide overall sales management for the Financial Center. Establish expectations for success in customer service, production, referrals, household retention, audits, and compliance; coach and monitor to ensure expectations are met. Establish monthly/weekly/daily sales plans and execute to ensure branch goals are being met. Handle disciplinary actions, evaluate performance, provide training and development opportunities, coach and counsel staff. Perform cluster lead responsibilities, including scheduling and administering mock audits for other financial centers within the region, as well as be a support person

Master’S Degree, Accounting

Bachelors Of Science, Accounting

Associate'S Degree, Business