Iris M. Email & Phone Number

San Dimas, California, United States

Comply with all applicable laws, regulations, and Credit Union policies and procedures, and ensure compliance with all governing regulations, including but not limited to: Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Truth-in-Savings and Fair Credit Lending. • Ensure that branch is complying with regulations by conducting training. • Assists in the making sure the branch goals and sales are meet. • Assist members with a wide range of transactions, card issues, general loan and account inquiries in person, via telephone, mail and/or email. • Help MSR to develop skill that will help them meet their goals. • Open new accounts and service existing accounts; set up new account files and provide members with all necessary information for membership. Including opening Trust Accounts. • Ensure MSR are processing member transactions efficiently, accurately and in a timely manner including opening consumer loan applications. • Funding loans and completing all (required) related documentation. Responsible for the quality and accuracy of all worked performed. • Work with branch manager to conduct monthly audits. • Cash ordering for branch needs. • Conduct daily ATM settlements. • Conduct reviews for the MSR's. • Perform various account file maintenance (e.g. account data changes. • Conduct Quarter Meeting to go over new process. • Underwriting auto loan, personal loans. • Send suggestion on improving polices to VP Operations Manager. • Conduct Weekly New account audits. • Loan processing underwriting. • Docu sign Program.

Support the manager in leading associates to meet and exceed performance targets. •Managing risk by daily auditing banking centers daily activity.•Making sure that we are adhering to all state regulations.•Help teller and personal banker with complex transactions.•Prevent fraud by helping tellers and personal bankers with suspicious activity. •Building and retaining customer relationships.•Balancing cash vaults and ATM machines. •Cash and logistic.•Scheduling associates accordingly for each day. •In the absence of financial center manger assume responsibility for the financial center.•Provide training for new associates. •Assessing the banking centers operations, identifying risk, prioritizing areas of focus, educating associate on avoiding risk and creating action plans to correct any necessary issues.

Managing risk by daily auditing banking centers daily activity.•Coaching associates and specialist to proficiency by helping them to uncover cline’s needs and build relationships. •Help tellers with complex transactions•Prevent fraud by helping tellers with suspicious activity. •Keeping up with weekly teller performance reports. •Proving excellent customer service.•Balancing cash vaults and ATM machines. •Cash and logistic.•Scheduling associates accordingly for each day. •Provide training for new associates. •Assessing the banking centers operations, identifying risk, prioritizing areas of focus, educating associate on avoiding risk and creating action plans to correct any necessary issues.

Helping team by completing customer’s transaction accurately.•Connecting customers to resources, teammates and specialist to meet their financial needs. • Resolving customers issues and inquires. •Help banking center meet goals.•Creating a value added experience for customers.•Keeping up to date regarding the business performance drivers, policies, practices, trends and technology that affect customers, the banking center and the bank.

Managed Xerox Machine Copier. •Operate of Brothers Faxing machine. •Experienced in Wide Format machine. •Trained in laminating process.•Proficiency in windows Photo Shop program.