Michael Thomas

** ****** **, ********* ** *****

ad2vyv@r.postjobfree.com 516-***-****

PROFESSIONAL EXPERIENCE

People’s United Bank, Smithtown, NY

Learning and development specialist

June 2015 – April 2022

• Developed Learning Management System job-aids for internal Learning and Development employees to assist in registering bankers for trainings, assigning class programs, and removing programs.

• Customer Retention. Follow up with customers (managers of employees) to see what feedback they can provide me with to make sure their employees are getting the best possible training and service available. Taking feedback to help identify the individual’s opportunities and custom the program to help them retain the needed content.

• Developed Learning Management System job-aids and FAQs for bankers to assist with self-registration, class program completion and eLearning troubleshooting.

• Redesigned documents to enhance and streamline Customer Improvement Meetings hosted by branch managers, based on bank wide scales and customer service initiatives.

• Facilitated in person and virtual training classes. Currently hold certifications to teach retail account opening classes, advanced account opening classes, business account opening classes, non-real estate secured lending classes and coaching classes.

• Support Learning and Development team members by assisting with project work: o Review eLearning’s and simulations for grammatical errors and content. o Created supporting documentation for training classes, including job aids, recorded role plays and fact sheets.

• Successfully trained new employees in person and virtually between 90-120 days per the needs of the business through instructor-led class and online web-based trainings.

• Assisted in redesigning multiple retail banking training programs to a virtual platform.

• Collaborated with retail banking leadership teams to create job aids to support new industry strategies and standards that align with retail sales plan.

• Successfully ran the ‘backfill’ rescheduling process for over 700 bankers who missed Banker Academy training classes due to COVID.

o Utilized Excel to track bankers and the Banker Academy classes using the VLOOKUP formula and the retail banking directory to minimize error. o Registered bankers for missing classes and promotional classes based on hire date and position. Assigned class programs and assisted with any issues regarding class access or eLearning completion issues.

o Cross referenced the course completion reports for training classes against the Learning Management System to verify employee class and program completions. o Worked closely with Mangers, Market Managers and Customer Experience Managers to schedule/reschedule bankers.

o Hosted training meetings to educate employees on how to use Zoom and access virtual classes.

• Co-led a Microsoft Teams training program to support the software change from Skype and Zoom to Microsoft Teams. Developed job aids regarding Team’s functionalities that were used bank wide.

• Co-Managed departments group Registrar inbox: answer training related questions, assigned class programs, registered bankers for necessary classes, fixed eLearning completion issues.

• Processed PPP (Payroll Protection Program) loans for local businesses. Checked requested amounts against supporting documentation and worked with Branch Managers to fix discrepancies. People’s United Bank, Wading River, NY

Banker III JUNE 2015 – JUNE

2019

• Balanced the branch cash levels efficiently daily.

• Met quarterly sales goals and provided qualified sales referrals to support branch growth.

• Coached employees on best practices, policy, and procedures.

• Effectively use banking software technology to process daily transactions, account servicing and open accounts without error.

• Ran quarterly operations meeting, review Branch Risk Scorecard, addressed areas for improvement and implemented action plans, and addressed bank wide initiatives.

• Graduated the sales and Service Supervisor Program Dec 2018. Bank of America, Farmingdale, NY AUGUST 2007 – JUNE 2015 Business Specialist

• Account management. Partnering with businesses to help them succeed by providing all tools available. Making sure my clients are in the correct accounts.

• Setting up payroll services and making sure all partner’s employees are set up for payroll direct deposit.

• Merchant services liaison. Being the point of contact between clients and our merchant service partners. Making myself available to answer any questions and problem solve with any obstacles facing my clients.

o Business lending. Offering all types of lending for my client. o Business loan

o Business credit cards

o Equipment leasing

o Business lines of credit

o Equity lending

• Business savings. Offering many options with our savings products. Both liquid and short-term investment.

• Remote deposit. Assisting my clients in depositing funds from their office after local branch hours.

• Employee perks. Highlighting perks that are available for my clients’ employees. Doing onsite visits to present perks to said employees with group presentations.

• Onsite visits. Personally, going to meet clients at their establishment to follow up on any concerns or to help identify any opportunities. Setting up dates and times for follow up check in phone calls. EDUCATION

Wexford Collage of Finance, Wexford, Ireland

MAY 1997

ASSOCIATES Business Management

BACHELOR of Business Administration in Management

Relevant Courses: Employee Relations, Information Systems, Staffing & Recruitment, Training & Development. SKILLS

• Computer: Proficient in Microsoft (Word, PowerPoint, Project, Access, and Teams), Zoom, Adobe Captivate,

• Social Media Platforms: Experienced in Facebook, Twitter, TikTok, Instagram, Snapchat, and YouTube

• Clear Communication, Consulting, Analytical & Problem Solving, Coaching

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