Patrick Lydon Email & Phone Number

Rocklin, California

Roseville, California

Grass Valley, Ca

Los Altos, Ca

Manage staff to ensure overall and individual success of the teamAdministered structured/on the spot training and coachingMaintained banking center control review compliance exceeding previous scoresMinimized operational risk and performance lossesEngage customers in the lobby, ensure excellent customer experienceDaily communication of new banking center news and policies to all associatesServe as a coach in ways to manage cash inventory to ensure high levels of balancing accuracyProvide coaching and training for tellers using the teller scorecards and lead generation tools on ways to refer and deepen relationships with customersPull and analyze reports such as teller exception balancing , branch inventory consignment system, cash variance, QST usage, teller referrals, safety deposit box availability, customer delight and customer ways to bank. Place orders for cash and monitor cash variance levels on a weekly basisTrain current associates on ways to manage the safety deposit box open/close processEnter and verify wires daily basis and complete end of day wire audit on all wire formsPerform all banking center surprise cash counts for tellers and TOS associatesConduct monthly safety training for all associates in the banking centerAttend weekly operations calls and leader calls in banking center manager's absenceReview and send all signature cards, resolutions, and customer authentications to records management and follow up to ensure proper capture in ImageviewAssist in monthly reconciliation of safety deposit boxes, customer authentications and wires through reportsCoach sellers on ways to develop relationships and indentify customer needs which results in higher levels of sales for the banking centerCreate and manage banking center scheduling through Click-2-Staff to ensure proper coverage in lobby leadership, teller and platform areasEnsure effective lobby and line leadership 100% of the time with banking center associates

Full service sales including but not limited to, deposit products, personal lending products, mortgage & investment referralsDaily completion of service requests from customers and managementEffective conversion of service requests into sales opportunities for the banking centerDeepening of customer relationships and identifying needs through the use of the note taking tool and customer engagement toolServed as acting Teller Operations Specialist (TOS) from October 2011 until official role change in January 2012Provide training for new sellers and tellers on job role expectations, ways to perform and best practices

Daily cash handling experienceResponsible for safe deposit box key inventoryInput of wire transfers on the BFT systemStrong understanding of operationsProvided excellent customer service

Bachelor Of Arts, Economics

Associate Degree, Economics