Patrizia Tesman Email & Phone Number

United States

Rye, Ny

Lead Human Resources and Talent Development teams, as well as the development of a Credit Union Service Organization to support PEO and ASO offerings for other cooperatives.

Rye, Ny

Responsible for implementation of formal foundational, regulatory and continuous learning programs, instructional design (instructor led, web based and blended learning), classroom facilitation (in person and remote), knowledge management, performance management and engagement activities. Support HR functions, such as recruiting, onboarding, employee relations, HR policy and compliance, and organizational design.

Event planning

Classroom facilitation of technical and soft skill training programs. Class size ranges from one to 32 participants. Administer final assessment of trainee to ensure independent success. Support design team with ensuring materials are accurate and relevant. Support continued career development of credit union staff through onsite visitation after formal classroom training is complete. Support on-the-job trainer network to ensure collaboration and best on-boarding experience. Cross-training in instructional design to increase knowledge of online learning modules in Travitor system, using Articulate. Certificate in ATD HPI principles. Knowledge Management team leader for an interdepartmental team that was responsible for creation, maintenance and publication of internal policy and procedures.

Extremely high-volume, fast-paced inbound and outbound call center. Created and maintained department specific eLearning modules to support staff development, using Verint Impact 360, Content Producer program. Lead on-the-job trainer and peer mentor program. Assisted members with account services such as; transactions, research, troubleshooting, account opening, loan applications, and account maintenance by phone, live chat and email correspondence.

High-volume branch. Responsible for oversight of branch operations, including; teller and platform staff and management, service and sales expectations, recruiting, personnel development, set branch budget and growth goals, business development, community outreach and overall branch profitability.

Extremely high-volume branch. Responsible for team of platform staff, including; branch operational tasks, member service expectations, staff scheduling, personnel management of staff of 17, and ensuring branch profitability through deposit and loan growth.

Support department. Responsible for team of specialized representatives in certificate account and Individual Retirement Account (IRA) maintenance, as well as bank-by-mail teller staff. Required to ensure compliance with IRS regulation and overall Truth-in-Savings disclosure accuracy. Maintain credit union records to ensure compliance and regulation standards are met.

High-volume branch. Responsible for team of teller and platform supervisory staff, including; branch operational tasks, member service expectations, branch profitability, and staff development.

Extremely high-volume branch. Responsible for team of teller staff, including; teller office tasks, vault proof, general ledger reconciliation, member service expectations, staff scheduling, personnel management of staff of 20, and ensuring branch profitability by maintaining low variance offsets.

Extremely high-volume branch. Responsible for ensuring exceptional member service standards, assist members with account services such as transactions, research, troubleshooting, account opening, loan applications (consumer loans and real estate loans), and account maintenance in person.

Extremely high-volume branch. Responsible for ensuring exceptional member service standards, assist members with teller transactions, research, cash handling, check handling, negotiable items sales and cash box reconciliation.

Bachelor Of Business Administration (B.B.A.), Human Resources Management And Services

Associates, Accounting And Business/Management

Associate'S Degree, Business Administration And Management, General