Meggan Scholle
York
Summary
Dynamic Branch Manager with proven success at White Rose Credit Union, enhancing customer satisfaction through exceptional service and effective conflict resolution. Skilled in operations management and staff training, I foster strong team dynamics and drive performance improvements, achieving operational excellence while maintaining compliance and building lasting client relationships.
Overview
11
11
years of professional experience
Work History
Branch Manager
White Rose Credit Union
10.2023 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Complied with regulatory guidelines and requirements.
- Submitted loan applications to underwriter for verification and recommendation.
- Conducted regular financial reviews and audits, identifying and resolving discrepancies promptly.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
- Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
Universal Banker
Traditions Bank
08.2022 - 10.2023
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Assisted customers with banking needs and inquiries.
- Maintained friendly and professional customer interactions.
Banking Specialist III
PeoplesBank
08.2017 - 08.2022
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Maintained excellent client relations, resulting in increased referrals and repeat business.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
- Identified customer desires and goals through needs-based sales tactics.
- Opened new accounts and made changes to existing accounts.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Processed applications for new accounts.
- Established rapport with new clients to increase satisfaction and loyalty.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
Teller
M&T Bank
11.2016 - 08.2017
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Monitored and verified suspicious activity on customer accounts.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed wire transfers, stop payments and account transfers.
- Assisted customers with banking needs and inquiries.
- Maintained friendly and professional customer interactions.
- Enhanced customer experience by efficiently processing transactions and addressing inquiries.
Universal Banker
Santander Bank Us
02.2014 - 11.2016
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Opened, closed, and updated accounts for customers.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Educated customers on features and benefits of banking products and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Assisted customers with banking needs and inquiries.
- Maintained friendly and professional customer interactions.
- Referred customers to other banking departments for specialized services.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Cross-sold credit cards, loans and other bank products.
Education
High School Diploma - General Studies
Littlestown High School
Littlestown, PA06.1999
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Excellent work ethic
- Attention to detail
- Coaching and mentoring
- Team supervision
- Relationship building and management
- Client relationship management
- Strong team-builder
- Verbal/written communication
- Staff management
- Operations management
- Decision-making
- Cash handling
- Staff training
- Account review
- Product training
- Work prioritization
- Conflict resolution
- Friendly
- Bank security expert
- Dependable
Timeline
Branch Manager
White Rose Credit Union
10.2023 - Current
Universal Banker
Traditions Bank
08.2022 - 10.2023
Banking Specialist III
PeoplesBank
08.2017 - 08.2022
Teller
M&T Bank
11.2016 - 08.2017
Universal Banker
Santander Bank Us
02.2014 - 11.2016
High School Diploma - General Studies
Littlestown High School
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