Bibianna Rocha Email & Phone Number

Watsonville, Ca, Us

Provide presentations to clients on level term life insurance and investments.Process life insurance applications, refer clients to other partnering agencies to fulfill their financial goals, and maintain long lasting relationships with existing clients.

United States

Develop outreach and events annual calendar. Recruit, Manage, and train volunteers for all annual events. Work with youth to help support outreach efforts.Manage annual budget for outreach.Develop marketing collateral such as flyers, recipes, etc. for programs. Utilize Canva for marketing collateral to post on social media. Attend program events to take pictures of interactions that occur during the event. Present to students and public agencies on behalf of CHT to share resources CHT provides to the community.

Reconciled credit card bank statement to ensure all transactions are accounted for.Reconciled accounting reports to cash log for accuracy and submitted discrepancies to financial analyst. Maintained a cash log to record all revenues coming into the organization such as general donations, program donations, endowment donations, etc. and ensured funds were being inputted in the accounting system appropriately.Held HR duties such as preparing for interviews, scheduling interviews, on-boarding of new staff members, file retention and record keeping, and handling complaints.Prepared reports, memos, invoices letters, and other documents.Read and analyzed incoming memos, submissions, and distributed them as needed.Answered phones and routed calls to the correct person or taking messages.Accurately recorded minutes for meetings.Researched and conducted data to prepare documents for review and presentation by the Board of Directors, Committees, and Executives.Planned events for board members, staff, and community members.Utilized Microsoft Office such as Microsoft Excel, Microsoft Word, and Microsoft PowerPoint for reports or presentations given to the Board of Director's.Utilized Donorview, DonorPerfect, and Greater Giving to input data from event sales or donations received. Effectively scheduled for the Executive Director and our Community Room bookings.Provided general administrative support such as ordering supplies and managing records.

Chico, California Area

Process teller transactions such as deposits, withdrawals, transfers between bank accounts, issuance of receipts, and daily balancing of my teller cash box.Performed monthly audits on vaults that included accurately accounting currency/coin, recording into the system, balancing to figure that was last posted in system, and adjusting and reconciling of figures, data or transactions if not in balance.Support the tellers by giving approvals when needed, help enhance teller’s self-esteem to have financial conversations with customers, and assist tellers when dealing with difficult customers.Complete observations on team members as well as have one on one interactions to help them develop their skills.Coach in the moment and skills practice with team members to ensure high level of customer satisfaction.Assign control online task to team members as well as make sure my control tasks are completed in a timely manner.Assist with monthly scheduling utilizing CloudCords Scheduler.Make sure team members are audit ready and in compliance by storing records according to retention.Make sure the branch is in compliance and following federal regulations.Navigate through multiple reports and clear any exceptions with team members.Practice self-development by utilizing workbook for any opportunities/successes I may have had with my team.Notary

Oroville, Ca

Process teller transactions such as deposits, withdrawals, transfers between bank accounts, issuance of receipts, and daily balancing of my teller cash box.Performed monthly audits on vaults that included accurately accounting currency/coin, recording into the system, balancing to figure that was last posted in system, and adjusting and reconciling of figures, data or transactions if not in balance.Initiated fee refunds to consumer/business clients.Work with consumer clients to assess financial needs and develop a plan to help them succeed financially. Make outbound calls to consumers to acquire new business and grow current relationships.Maintain relationships with clients to provide them with ongoing financial advice. Maintain competency of current rules and regulations through quarterly and annual virtual training.Wells at Work Advocate which I provide financial workshops to individuals so they have a better understanding of credit, savings, and managing a budget.Earn all of the business of a small business owner, including their consumer and small business needs, while ensuring retention and exercising excellent customer service in all customer interactions. Notary

Paradise, Ca

Process transactions effectively within established guidelines. Ask customers questions to ensure all of their financial needs are being met. Provide excellent customer service. Accurately maintain and balance cash drawer. Assist with processing night drop and balancing the vault. Assist with online control tasks.

Oroville, Ca

Used Kronos applications to create schedules that meet the needs of the business. Ensure supply orders are sent out in a timely manner within budget. Conduct interviews, reference checks, orientation, and set up associate files according to company policies. File paperwork on a daily basis according to company office set ups and company policies. Conduct monthly audits on operational procedures, Shrink, and human resources.