Patrick Lo Email & Phone Number

Chicago, Illinois

Chicago

Part of a cross-functional project team for the implementation of the Fiserv Connected Teller application across the Bank's retail network. Used Visio to flowchart existing account opening and account servicing processes.Assisted in the configuration sessions to help develop the transaction processes and workflow task in the Test and Training environments.Developed test scripts used by testers in the User Acceptance Testing phase and conducted system testing to provide the… Show more Part of a cross-functional project team for the implementation of the Fiserv Connected Teller application across the Bank's retail network. Used Visio to flowchart existing account opening and account servicing processes.Assisted in the configuration sessions to help develop the transaction processes and workflow task in the Test and Training environments.Developed test scripts used by testers in the User Acceptance Testing phase and conducted system testing to provide the Application Implementation team feedback. Served as classroom assistant for end user training sessions. Served as subject matter expert on Connected Teller during Go Live phases by providing onsite support and Command Call Center support to the branches going live. Able to provide technical assistance to the branches over the phone or via establishing a remote connection to their computer. Show less

Chicago, Illinois

- Assist customers with opening new accounts- Bring in new clientele to increase profitability- Resolve problems or discrepancies concerning customers’ accounts- Scheduled tellers for adequate coverage at all times- Review, edit and approve time cards- Set goal and ensure they are met- Involved in the hiring process for new employees to ensure they conform to company requirements - Ensured the branch and vaults are opened and closed on a timely basis- Kept staff… Show more - Assist customers with opening new accounts- Bring in new clientele to increase profitability- Resolve problems or discrepancies concerning customers’ accounts- Scheduled tellers for adequate coverage at all times- Review, edit and approve time cards- Set goal and ensure they are met- Involved in the hiring process for new employees to ensure they conform to company requirements - Ensured the branch and vaults are opened and closed on a timely basis- Kept staff in compliance with operational policy and procedures- Prepared teller performance reviews Show less

Chicago, Illinois

- Managed vault inventory.- Audited teller drawers. - Prepare monthly report. - Involved in training of new associates.- Carry out special services for customers, such as ordering bank cards and checks.

Chicago, Illinois

Process customer transactions. Inform customers of products and services that the bank offers.