Bertha Barrera Email & Phone Number

Silver Spring, Maryland, United States

I am an Agent licensed to sell insurance through Equis Financial Get peace of mind today for a more secure tomorrow.Final Expense Life Insurance. Also available: Term, Whole Life, Indexed Universal

Silver Spring

• Ensure all audits and security policies and procedures are followed in accordance with Bank Policy and Federal regulations• Deliver on sales volumes and revenue targets in branch as agreed with District Manager• Perform service duties such as greeting customer/prospects in the lobby and on the phone, research customer inquiries, open account, order checks and/or debit cards, return phone calls, accept and forward wires, and other customers… Show more • Ensure all audits and security policies and procedures are followed in accordance with Bank Policy and Federal regulations• Deliver on sales volumes and revenue targets in branch as agreed with District Manager• Perform service duties such as greeting customer/prospects in the lobby and on the phone, research customer inquiries, open account, order checks and/or debit cards, return phone calls, accept and forward wires, and other customers originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities • Partner with the Branch Manager as appropriate • Lead branch operations • Manage day-to-day sales efforts in the branch including frequent, active ”GROWTH” coaching of employees/co-workers • Cultivate partnerships with specialist areas such as Relationship Bankers, Financial Adviser, Loan Officer, and Small Business and Private Banking to obtain and provide quality referrals. Show less

Rockville, Md

• Make additional efforts to generate branch traffic sales volume and retain customers • Ownership for service levels, budget and operational excellence in the branch • Ownership of risk and regulations for the branch to ensure a high level of compliance • Manage of approvals, overrides.• Directly manage teller staff including scheduling, coaching, career development, performance management and recognition and daily goal setting •… Show more • Make additional efforts to generate branch traffic sales volume and retain customers • Ownership for service levels, budget and operational excellence in the branch • Ownership of risk and regulations for the branch to ensure a high level of compliance • Manage of approvals, overrides.• Directly manage teller staff including scheduling, coaching, career development, performance management and recognition and daily goal setting • Manage cash inventory and limited.• Process customers’ transaction Show less

Rockville, Md

• Observed Teller Performance daily• Provide Monthly and quarterly sales tracking • Ownership for customer’s service level • Monitor operations procedures• Review all bank compliance and Federal Regulations