Summary
Overview
Work History
Education
Skills
Timeline
Generic

Patti Ferrell

Mountain Home

Summary

Talented financial services professional with extensive experience at First Interstate Bank, excelling in customer relationship management and operations oversight. Proven track record in team development and fostering a collaborative environment, enhancing productivity and compliance. Adept at multitasking and maintaining attention to detail, driving exceptional service and client loyalty.


Overview

23
23
years of professional experience

Work History

Financial Service Representative III W/Supervisory

First Interstate Bank
05.2017 - Current
  • Assisting customers with account openings for consumer and business accounts, IRA's, certificate of deposits, consumer and small business loans.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Managed daily branch activities for optimal performance, ensuring compliance with banking regulations.
  • Observed, coached and developed team members in support of reaching performance objectives.
  • Assisted in the recruitment of high-quality talent, contributing to a strong workforce capable of meeting bank objectives.
  • Represented bank to community through good customer relations.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.

Assistant Manager

Bank of the Cascades
05.2014 - 05.2017
  • Managed daily branch activities for optimal performance, ensuring compliance with banking regulations.
  • Observed, coached and developed team members in support of reaching performance objectives.
  • Collaborated with bank management to develop strategic plans for business growth and expansion.
  • Opened and maintained consumer and business accounts.
  • Accepted applications, reviewed credit files for consumer loans.
  • Assisted with complex transactions using overrides and functions requiring additional authorization levels.

Branch Operations Manager

Home Federal Bank
04.2002 - 05.2014
  • Started as a Universal Sales Associate, with duties of precessing deposits, check cashing, referrals to other lines of business, and loan payments. Promoted to Branch Operations Manager in a short period of time.
  • Developed strong relationships with clients, resulting in increased loyalty and repeat business.
  • Managed daily branch operations for optimal productivity and customer satisfaction.
  • Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
  • Trained employees on proper procedures and strategies to improve productivity.
  • Maintained compliance with industry regulations, minimizing risk exposure for the company through diligent oversight of operations.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

Education

High School Diploma -

CMR High School
Great Falls, MT

Skills

  • Customer relationship management
  • Operations management
  • Organizational skills
  • Multitasking Abilities
  • Attention to detail
  • Positive attitude
  • Teamwork and collaboration
  • Team development

Timeline

Financial Service Representative III W/Supervisory

First Interstate Bank
05.2017 - Current

Assistant Manager

Bank of the Cascades
05.2014 - 05.2017

Branch Operations Manager

Home Federal Bank
04.2002 - 05.2014

High School Diploma -

CMR High School
Patti Ferrell