1. Joseph B. Lott
Phone: 619.818.2158
E-mail: josephblott@yahoo.com
Professional Profile
I am an accomplished professional withover 15 years of experience in multiple
aspects of banking across many applications and platforms. Highly dedicated
and committed to excellence with high personal standards of productivity and
performance,and also a team player with strong work ethic. A demonstrated
leadershipexpertise and style that invites others to participate and contribute.
Articulate and poised with strong presentation skills and closing ability. Highly
developed interpersonal skills with characteristics that inspireschange in
others and builds trust and rapport across departments.I am detail-oriented
with excellent follow-upand organizational skills with the ability to
conceptualize, manage multiple priorities,and strong motivation to accomplish
aggressive goals and push boundaries to reach excellence.
Education
San Diego State University
Series 6 & 63 (expired)
Life Insurance (expired)
Various Continuing Education Seminars (concentratedin ACH,ATM, BSA)
Professional Accomplishments
Co-Chair Action Squad (San Diego National Bank)
 Coordinated and participated in community involvement projects, including
but not limited to: March of Dimes, Muscular Dystrophy Association,
Polinsky Center, AmericanCancer Society
Experience
04/14 -01/16 Opus Bank El Cajon, CA
Sr. Financial Services Representative
Handled Branch Balancing, and backed up supervisor while
meeting the clients needs through teller transaction and new

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accounts products. Networking and new client acquisition,
product sales and relationship building
6/09-9/12 Joes' Old Fashioned BBQ Santee, CA
CFO/GM –
Handled all day to day operations of the restaurant including but
not limited to: Schedules,bookkeeping, accounting,managing
15 plus employees,handled all marketing and banking
7/96 - 6/10 San Diego National Bank San Diego, CA
(All duties listed herein include, but are not limited to, the following
descriptions)
7/96-9/97 Branch- Teller
Worked as a teller while learning new accountsand working branch daily reports.
9/97 - 6/03 Operations Support-Systems Specialist
Answered the customer service line for the bank Automated
Response unit. Reconciled daily reports including ACH, ATM (all
ElectronicBanking), Wires, Account Reconciliation,CIS, Analysis.
Bank/Branch/ GL Balancing, Currency Transaction Reporting,
Interest Adjustment, programming (BI/TI/ECM/Foxtrot).
Participated in the FBOP conversion team with bank acquisitions
in California and Arizona.
6/03-5/06 Branch – Management/Utility
Filled in as assigned, worked all supervisor daily reports &
projects. Handled day to day management of employees. Handled
all job functions of teller, New Accounts/Sales, Supervisor, and
Assistant Manager.
5/06-6/10 Operations Support -Senior Business Analyst.
In addition to the Operations job duties listed above, and handling
the day to day supervision of the workflow for those jobs, Input
and approval of Wires and the Wire Department, Bank Control,
Bank BCP coordinator (Disaster Preparedness for the Bank), IVR
Supervision, Employee Security setup, Withholding, Vendor
Management Coordinator
Skills
Include, but not limited to:
 Word, Excel, PowerPoint, Office

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 Employee and Project Management
 Daily workflow management
 Leadership&Training
 Supervision/Management
 Form Creation
 Quickbooks
 Security setupand monitoring
 Programming for data input and extraction
 Data processing and Account Analysis
 ATM fraud and stolen card servicing
 Risk Analysis and mitigation
 Vendor Management
 Teller/New Accounts
 Marketing/ Advertising
 Quality Assurance
 Scheduling
 Seminar Creation and presentation