Kari Disney
Westfield
Summary
Dynamic banking professional with experience at Community First Bank of Indiana, excelling in operations management and team development. Proven track record in enhancing customer satisfaction and retention through effective relationship building. Skilled in training staff and optimizing processes, ensuring compliance and operational excellence. Committed to fostering a collaborative team environment.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Community First Bank of Indiana
Westfield, IN
09.2024 - Current
- Assisted in daily operations, ensuring compliance with bank policies and regulations.
- Coordinated team activities to enhance customer service and client satisfaction.
- Developed training materials for new staff, improving onboarding efficiency.
- Monitored branch performance metrics, identifying areas for improvement.
- Supported the Branch Manager in strategic planning and execution of initiatives.
- Conducted regular audits to ensure accuracy in financial reporting and transactions.
- Fostered positive relationships with customers, resolving issues effectively and efficiently.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Financial Services Lead
Community First Bank of Indiana
Westfield, IN
07.2023 - 09.2024
- Led financial service operations to enhance customer satisfaction and retention.
- Assisted clients in understanding financial products and services to enhance customer satisfaction.
- Processed account transactions accurately and efficiently, ensuring compliance with regulatory standards.
- Responded to client inquiries promptly, providing solutions to improve retention rates.
Assistant Teller Supervisor
Indiana Members Credit Union
Noblesville, IN
01.2020 - 07.2023
- Supervised daily operations of teller staff, ensuring compliance with credit union policies.
- Trained new team members on cash handling procedures and customer service protocols.
- Reviewed and approved transactions, maintaining accuracy in cash drawer balances.
- Assisted in resolving complex member inquiries, enhancing overall member satisfaction.
- Conducted performance evaluations for teller staff, providing constructive feedback for development.
- Collaborated with management to develop training materials that improved team efficiency.
Care Coordinator
Senior 1 Care
Carmel, IN
08.2012 - 01.2020
- Coordinated patient care plans to optimize health outcomes and resource allocation.
- Collaborated with multidisciplinary teams to ensure continuity of care and effective communication.
- Managed scheduling of appointments, reducing wait times and improving patient satisfaction.
- Developed educational materials for patients, enhancing understanding of treatment options and procedures.
- Trained new staff on care coordination processes, promoting efficiency and adherence to best practices.
- Managed patient caseloads effectively, ensuring timely follow-up and appropriate interventions.
Education
Eastbrook High School
Skills
- Banking
- Operations management
- Team development
- Relationship building and management
- Staff management
- Employee scheduling
- Staff development
- Sales expertise
Certification
- IBA Retail Banking Management Series Training 2025
Timeline
Assistant Branch Manager
Community First Bank of Indiana
09.2024 - Current
Financial Services Lead
Community First Bank of Indiana
07.2023 - 09.2024
Assistant Teller Supervisor
Indiana Members Credit Union
01.2020 - 07.2023
Care Coordinator
Senior 1 Care
08.2012 - 01.2020
Eastbrook High School