Lead supervisor for a major bank corporation since July 2018. Has received numerous accolades from various departments within each branch dedicated for the continuous operations inside the agency. When I am not running the banking branch, I enjoy spending time with my family and pursuing my education part-time towards a future in higher financing opportunities.
Overview
9
9
years of professional experience
Work History
Universal Banker
Mission Valley Bank
26701 McBean Pkwy Ste 100 Valencia, CA 91355 Unit
11.2024 - Current
Facilitated customer transactions, ensuring accuracy and compliance with banking regulations.
Educated clients on product offerings, enhancing customer engagement and satisfaction.
Collaborated with team members to streamline processes, improving service delivery times.
Implemented risk management strategies to safeguard assets and minimize losses.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Processed customer transactions efficiently and accurately, ensuring compliance with banking regulations.
Assisted clients in selecting appropriate financial products tailored to individual needs.
Managed customer inquiries and resolved issues promptly, enhancing client satisfaction.
Branch Operations Lead
JPMorgan Chase
38042 47th St East And Ave R Palmdale Ca 93552
07.2018 - 10.2024
Led associates to maintain optimal performance within branch environment.
Oversaw daily operations involving account balancing and securing necessary funds.
Resolved periodic challenges, implementing strategies for effective outcomes.
Facilitated internal audits to promote consistency in accounting practices.
Streamlined operational workflows to enhance efficiency and reduce processing time.
Led cross-functional teams in executing process improvement initiatives, driving operational excellence.
Mentored junior staff on best practices, fostering skill development and team cohesion.
Implemented data-driven strategies to optimize resource allocation and workflow management.
Analyzed performance metrics to identify areas for improvement and drive strategic decision-making.
Collaborated with stakeholders to align operations with corporate goals, ensuring seamless execution of projects.
Developed training programs to enhance employee skills and promote adherence to compliance standards.
Managed and allocated staff and material resources to meet production goals.
Utilized data-driven insights to inform decision-making processes regarding resource allocation or process improvements within the operations department.
Conducted regular performance assessments, providing constructive feedback and identifying areas for growth and development among team members.
Planned operations and activities, and led projects.
Managed daily operations, ensuring timely delivery of high-quality products and services to clients.
Catering Coordinator
Panera Bread
Lancaster, CA
09.2016 - 07.2018
Executed follow-ups with event staff to confirm scheduling and logistics.
Designed contracts, collected fees and booked venues for events.
Liaised with sales team to drive revenue and promote services.
Coordinated catering orders, ensuring timely delivery and high-quality presentation for various events.
Collaborated with kitchen staff to optimize menu selections based on client preferences and dietary requirements.
Developed and maintained strong relationships with clients, enhancing customer satisfaction through personalized service.
Streamlined the catering process by implementing new scheduling tools, improving workflow efficiency.
Oversaw inventory management for catering supplies, reducing waste and ensuring availability of necessary items.
Trained new team members on catering procedures and standards, fostering a knowledgeable workforce.
Analyzed client feedback to identify areas for service improvement, leading to enhanced operational outcomes.
Led promotional initiatives aimed at increasing catering sales and expanding market reach within the community.
Solicited, negotiated and booked new and repeat business through previous clients, local businesses and event management companies to maximize catering revenue and meet and exceed goals.
Ensured seamless execution of events with diligent planning and attention to detail.
Research Assistant/Medical Assistant/Phlebotomist at Men's Health Foundation & MillsResearch Assistant/Medical Assistant/Phlebotomist at Men's Health Foundation & Mills