Perform full service banking services to new and existing customers within the branch, with a primary focus on sales and service. Including new accounts, consumer loans, and performing client services issues.Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed.Perform cash transactions, open or update accounts, originate and close consumer or small business loans.Resolve customer service issues.Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.Processing cash transactions and other customer service duties within the branch.

Perform a review of complaint cases to ensure the complaint case workeraddressed concerns.Ensure case worker documentation and is accurate.Review the entire process and provide feedback on how to improve or clarify theprocess.Review cases alongside the case worker for training opportunities.

Contracted out to Wells Fargo

Oversee transition, simplification and training of two processes from Complianceto OCR to align with Bancorp goals. Total savings amount $264k, awardedemployee of the month.Perform a review of front-line work to ensure regulatory and companyexpectations are met.If expectations aren’t met, assign exceptions and coach front-line employees onproper procedure.Write and review procedures that ensure Bancorp procedures are in line withregulatory expectations. Caused a branch average error rate reduction from 14%to 3%Be a resource as a subject matter expert and give feedback on how to bettermeet our expectations in a way so a smart non-specialist could implement.Implement controls to reduce user generated errors for both OCR and front-lineemployees.Improve OCR by creating presentations and templates that improve the qualityof the work.

Perform quality control and monitoring to ensure regulatory compliance acrossthe Bancorp.Provide guidance on the best course of action based on bank needs, andregulatory requirements.Assist with implementing a more efficient monitoring process.Oversee transition, simplification and training of two processes from Complianceto Operational Controls and Review to align with Bancorp goals.

Assist on boarding coordinators in mentoring new hires and teaching tellerresponsibilities.Travel to financial centers to assist in the event of teller vacancy, assist clientswith their banking needs including deposits withdrawals transfers etc.Open new accounts for new and existing clients.

Schedule shift responsibilities for each employee. Ensure quality of product.Promote sales goal opportunities.Provide on the spot coaching as necessary.Promote a happy and effective work environment.Take inventory of product available.