Jainy Oshana

• Personal Care Assistance: Help clients with personal hygiene, dressing, grooming, and toileting
• Meal Preparation: Plan and prepare nutritious meals, ensuring the client’s dietary needs are met
• Companionship: Provide social interaction, engage in conversations, and participate in activities that promote emotional well-being
• Medication Reminders: Ensure clients take prescribed medications on time and help manage basic health-related tasks
• Light Housekeeping: Perform tasks such as cleaning, laundry, and organizing to maintain a safe and comfortable living environment
• Mobility Assistance: Help clients move safely around the home and assist with mobility aids if necessary
• Transportation: Provide transportation to appointments, errands, or social activities, ensuring the client’s safety during travel
• Monitoring Health Conditions: Observe and document any changes in the client’s health and report concerns to family members or healthcare providers
• Ensure Safety: Assist in creating a safe living environment by identifying and addressing potential hazards in the home
• Provide Emotional Support: Offer emotional and psychological support to clients, ensuring they feel valued and cared for
• Assisted clients with daily living need to maintain self-esteem and general wellness.

Customer Engagement:
• Provide excellent customer service by assisting clients with their financial needs and recommending suitable banking products and services.
• Conduct new customer onboarding and ensure effective engagement to strengthen relationships.
• Address customer inquiries, such as using bank products or services, and follow up in a timely manner.
Sales and Business Development:
• Proactively attract, retain, and expand customer relationships through marketing and outreach efforts.
• Utilize targeted leads and self-source new business opportunities to acquire consumer and business clients.
• Build and maintain referral source relationships to generate new business.
Portfolio Management:
• Manage a portfolio of clients to ensure retention, expansion, and growth in the number of customers.
• Identify opportunities to deepen customer relationships and meet their financial goals.
Operational and Compliance Responsibilities:
• Ensure compliance with bank policies, procedures, and regulatory requirements.
• Conduct audits and ensure accuracy in branch operations and customer accounts.
• Balance cash drawers and maintain within limits.
Leadership and Training:
• Act as a mentor to less experienced team members, providing guidance and training as needed.
• Serve as a role model for customer service and sales practices.
• Assist in the development and management of employee schedules and branch activities.
Administrative Support:
• Manage calls, scheduling, filing, and other administrative duties.
• Handle and organize branch documentation, including reports and audit files.
• Maintain inventory and order supplies as required.
Goal Achievement:
• Meet or exceed individual and team sales and service goals.
• Drive revenue growth by supporting the overall performance of the banking center.
Other Duties:
• Perform additional tasks or special projects as assigned by management.
• Act as a backup for other branch roles when needed.

• Executes proactive marketing initiatives aimed at attracting, retaining, and expanding the customer base.
• Completes daily planning activities as assigned to ensure efficient workflow.
• Delivers effective new customer onboarding and engagement by:
• Strengthening relationships with new customers.
• Introducing customers to the bank’s products and services.
• Addressing customer inquiries, such as how to use products and services, with timely follow-ups.
• Actively participates in acquiring consumer and business clients by:
• Utilizing targeted leads effectively.
• Self-sourcing new business opportunities.
• Managing and nurturing referral source relationships.
• Supports portfolio management efforts to retain, expand, and grow the number of portfolio customers within the banking center.
• Contributes to revenue growth within the banking center by meeting performance goals.
• Performs other duties as assigned to support the overall success of the team.

• Identified customer needs by asking meaningful questions and reviewing customer profiles to provide tailored solutions.
• Proactively sought new acquisition opportunities by engaging with non-account holders and highlighting the benefits of a banking relationship.
• Conducted outbound calls to local businesses to educate them on current products and services.
• Accounted for assigned cash, balanced the cash drawer, and ensured it remained within established limits.
• Trained and mentored new Customer Service Representatives (CSRs) to ensure their success.
• Managed administrative tasks, including handling calls, scheduling, filing and organizing documents, faxing, and maintaining supply orders.
• Took the lead on CSR activities and calls for the month to meet performance targets.
• Conducted daily, monthly, and quarterly branch audits to ensure compliance and accuracy.
• Performed data entry tasks with a high level of attention to detail.
• Delivered prompt, efficient, and friendly service to bank customers to enhance satisfaction and loyalty.
• Assisted clients with financial needs and recommended bank products and services to help them achieve their goals.
• Supported branch operations by assisting in the production and management of employee schedules.

Team Leadership:

• Oversee, train, and motivate team members to meet sales goals and provide excellent customer service
• Delegate tasks and ensure team members follow company policies

Customer Service:

• Resolve customer concerns and handle escalated issues professionally
• Ensure a positive shopping experience for all customers

Sales and Merchandising:

• Assist in achieving sales goals and implementing promotional strategies
• Ensure the store is properly stocked and displays are well-maintained

Operational Tasks:

• Open and close the store, including managing cash registers and securing the building
• Monitor store safety and cleanliness

Scheduling and Reporting:

• Assist with creating work schedules and tracking employee attendance
• Report performance metrics and updates to upper management

Policy Compliance:

• Enforce Kohl’s policies and procedures
• Ensure loss prevention measures are in place

• Ensure all legal and regulatory documents are filed and monitor compliance with laws and regulations
• Assists with record keeping, scheduling, budget administration and facility management
• Maintaining all PC’s and routers daily
• Orders supplies and equipment to support back office
• Assists staff with basic laboratory facility organization, management and
• Maintenance issues related to safety, equipment utilization
• Lab operation, keys, building storage and BOAT activity awareness to the needs
• Assists with daily routine functions, answering phones and correspondence, interacting with visitors, arranging tours, and scheduling use of facilities and equipment, memo distribution
• Experience with Microsoft Suite
• Troubleshooting and helped staff with resetting their password and their hardware issues
• Installing, maintenance and updating new software’s on students’ computers

• Responsible for the front counter POS (register) terminal along with the bagging of purchased merchandise
• Answering telephones
• Count money in cash drawers at the beginning of shifts to ensure that amounts are correct
• Receive payments by cash, check, and Debit card
• Stock shelves, and mark prices on shelves and items
• Cleaning and maintenance of displayed merchandise