Kelly Batsa
Latrobe
Summary
Adaptable professional with 20 years of Banking experience and proven knowledge of leadership, problem-solving, and workflow prioritization. Deepening existing relationships while growing new relationships is where I continue to excel over the years. Business Banking is my passion and customer relationships are truly what has led to my success and love for the industry. I will leverage all my abilities to successfully fill the role of Relationship Development Specialist within Somerset Trust Company if given the opportunity
Overview
17
17
years of professional experience
Work History
SVP Commercial Relationship Manager
Northwest Bank
Pittsburgh
03.2023 - Current
- Led strategic initiatives to enhance customer satisfaction and loyalty programs.
- Collaborated with executive team to develop long-term growth strategies for bank services.
- Established partnerships with local businesses to strengthen community engagement initiatives.
- Coordinated with leadership to develop and implement organizational strategies and promote progress towards business objectives.
- Created plans to improve customer service standards throughout the organization.
- Maintained a comprehensive understanding of trends within the industry landscape.
- Monitored competitors' activities to stay ahead of changes in the marketplace.
Vice President/Branch Manager Business Banker
First Commonwealth Bank
Latrobe
07.2019 - 03.2023
- Currently oversee all aspects of consumer and business development of multiple branches.
- From operational to compliance however my focus and priority is to develop new business as well as deepen existing relationships.
- Developed and implemented policies to ensure compliance with banking regulations.
- Managed financial operations, overseeing budgeting, forecasting and financial analysis activities.
Assistant Vice President Branch Manager
Citizens Bank
08.2017 - 03.2019
- Promoted from Team Leader to Assistant Manager within 12 months.
- Oversaw a branch team consisting of 13 branch employees including myself and the branch manager.
- Maintained current loan and pricing information on the online banking website.
- Maintained confidentiality of bank records and client information.
- Increased monthly staff retention rate by implementing new training programs.
- Recommended loan approvals and denials based on customer loan application reviews.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Established and maintained effective, lucrative relationships with customers.
Assistant Vice President Branch Manager
First National Bank
Latrobe
02.2010 - 11.2016
Assistant Manager
First Commonwealth
Greensburg
02.2009 - 02.2010
- Established and maintained continuous improvement culture by optimizing processes and systems.
- Represented business unit at external customer meetings and internal company functions, aiding business development.
- Drove business development by leveraging research and technology platforms.
- Attended and participated in industry events, expanding knowledge and relationships.
- Served as valued partner to president and executive team to develop and execute holistic strategies.
- Owned strategy development and execution to overcome obstacles and exceed goals.
- Established and maintained relationships with individual and business customers and provided assistance with problems these customers may encounter.
- Found and attracted new business.
- Oversaw flow of cash and financial instruments.
- Planned, directed, or coordinated activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
Skills
- Motivational Techniques
- Proactive and Focused
- Business Relationship Management
- Business development
- Customer relationship management
- Community engagement
- Effective communication
Timeline
SVP Commercial Relationship Manager
Northwest Bank
03.2023 - Current
Vice President/Branch Manager Business Banker
First Commonwealth Bank
07.2019 - 03.2023
Assistant Vice President Branch Manager
Citizens Bank
08.2017 - 03.2019
Assistant Vice President Branch Manager
First National Bank
02.2010 - 11.2016
Assistant Manager
First Commonwealth
02.2009 - 02.2010