April Knoebel Email & Phone Number

Campbell, Ca, Us

San Jose, California, United States

- Leadership role managing FSR's daily Operational tasks- Coaching on Operations and Sales - Monthly and Quarterly certifications

San Jose, Ca

- Responsible for providing and managing efficient, effective and accurate performance of all Branch Operations functions- Ensure all work is in compliance to departmental policy and procedures- Review daily operations reports and all new accounts daily- Participate in acquisition and mergers of multiple banks on Operations and Cash Management side- Perform monthly certifications- Research issues and took appropriate action to ensure speedy resolution- Established guidelines for employees to adhere to for outstanding client service to be able to maintain and extend relationships for future business opportunities

Fremont Ca

- Open all types of Business and Consumer accounts- Cross sell all of Bank’s products and services.- Accepts and complete applications and documents related to online banking, remote deposit capture, ACH, positive pay, debit cards, wires and courier services.- Receive and process client’s wire transfer requests.- Process Currency Transaction reports, credit ratings, return items, stop payment requests.- Process over the counter deposits, mail deposits, and courier deposits.- Cross train employees in New Accounts.- Cover Client Service Manager at San Jose location when needed

Mountain View Ca

Responsible for opening all types of account and services for the clients.- Accepts and complete applications and documents related to online banking, remote deposit capture, ACH, positive pay, debit cards, wires and courier services.- Perform installation of remote capture scanners and set-up clients on online banking.- Complete account analysis pro formas for prospective clients.- Cross sell all of Bank’s products and services.- Receive and process client’s wire transfer requests.- Process and balance all Wells Fargo ZBA accounts.- Process Currency Transaction reports, credit ratings, return items, stop payment requests, deposits, courier deposits, cash orders and shipments, collections and check reconciliations

Managed the teller and back office employees and back up for the Cash Management position.Managed all account portfolios at the bank that did not have a loan tied to the account and that are not non-profit. Writing and maintaining of policy and procedures within the new accounts, teller and all Central ServicesReviewed daily operations reports and all new accounts dailyManage all IRA accounts and CDARS accounts and submitted Quarterly interest to the State Bar for all of the IOLTA accountsCompleted monthly certifications

Daily signature verification process, balance various general ledgers and ban control accountsProcess incoming and outgoing wires, remote banking and correspondent banking transactions, ACH returns, chargeback's, internet banking transactions and cash letter adjustmentsNSF's and Non-post and all of the daily report certifications ordering cash and balancing the vault

Managed multiple employeesprocess incoming and outgoing wires, fed settlement, remote banking and correspondent banking transactions, ACH returns, chargeback's, internet banking transactions and cash letter adjustmentsCDARS program and the Biweekly Fincen scrubSupervision of the branch when the Operation's Manager is out

Santa Clara Ca

Ordered loan documentsMade up all of the files for each new loanReviewed all loan files to make sure that all financials were current and interacted with clients via mail, telephone or walk-in to get updated financialsProcessed advances and loan payments

Santa Clara Ca

Opened new accounts for the branch including IRA'sTrained other new hiresAssisted the manager with monthly certifications, including money market violations lettersProcessed straight deposits when neededI was promoted to a Loan Assistant

Education record

Financial Occupations