Daniel Natividad Email and Phone Number

• Responsible for gaining and maintaining knowledge of industry regulations, ethics, sales approaches, bank products and services, bank policies and procedures, front-line and support associate responsibilities.• Develop training material on specific subjects as needed.• Conduct training via webinar and create the tone and style of webinar delivery. Establish a relationship with the learners.• Develop and create computer-based training courses for use through the bank’s learning management system (OnCourse Learning).• Review/update training material and job function procedures to ensure consistency and compliance with bank policies and procedures. • Assist in the administration of the bank’s learning management system.• Assist in the administration of the Training Department page on the bank’s intranet.• Assist in the testing of systems and procedures to ensure successful implementation of updates and changes to policies and procedures. • Collaborate on team projects and project assignments.• Serve as a liaison to associates by answering training and procedural questions.• Serve as a liaison to other bank departments opening the lines of communication to identify training and development needs and to incorporate procedural and process changes into webinars.• Responsible for the tracking and reporting of webinar attendance on a monthly basis.• Assist in acquisition training off-site.

• Promoted Bank products and services to clients and assisted in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and certificates of deposit as well as working with safe deposit boxes, and basic consumer loans.• Answered questions and solved problems for clients by listening, collecting data, and securing answers.

• Conducted teller / cash vault transactions in an accurate and timely manner.• Maintenance, Opening and Closing of accounts.• Conducted daily general ledger reconciliations.

• Performed numerous functions including processing deposits, withdrawals, posting to general ledger accounts, cashing negotiable items, processing loan payments, savings bonds, and cashier’s checks while promoting the bank’s products and services and providing excellent customer service.• Examined documents for endorsements and negotiability.• Processed transfers between accounts, Credit card Advances, and verified customer account balances

• Effectively met weekly sales quota.• Assisted management in monthly inventory reconciliations.• Floor Plan Merchandising.• Assisted customers with purchases / orders.• Maintained up-to-date product knowledge by participating in product and vendor training.• Mentored / Trained new Sales Associates.• Ensured a clean work area while processing item stock and completing mark downs.