Karisa Ajanel Email & Phone Number

Billerica, Massachusetts, United States

Billerica Ma

Oversees the branch operational efficiency and customer experience program and supports branch growth by effectively coaching and developing team members. Collaborates with the Branch Relationship Manager to set strategy for branch success and team member development. Manage, direct, and evaluate branch subordinate supervisors and non-supervisory team members.

Chelmsford, Ma

Follows job description of a Branch Service Specialist I plus supervisory skills. Manage, direct, and evaluate subordinate customer service representatives and assume the duties of the Branch Service Manager in his/her absence.

Chelmsford, Ma

-Still perform duties of LCSR-Open new accounts, maintain customer accounts, and resolve customer concerns-Assist in promoting a sales environment within the branch-Rent safe deposit boxes and admit customers to safe deposit vault-Process loan applications, obtain required documentation for the credit process and close approved loans-Assist in completing branch audits

North Billerica, Ma

Branch Service Specialist for Region II of Enterprise Bank which includes branches in Billerica, Chelmsford, Drum hill, North Billerica, and Tyngsboro.-Still perform duties of LCSR-Open new accounts, maintain customer accounts, and resolve customer concerns-Assist in promoting a sales environment within the branch-Rent safe deposit boxes and admit customers to safe deposit vault-Process loan applications, obtain required documentation for the credit process and close approved loans-Assist in completing branch audits

Billerica, Ma

• Recognize opportunities for product and service referrals and consistently achieve goals through consultative selling • Resolve customer complaints. • Maintain cash limits within branch limits, daily balancing of currency and coin in vault, monitor vault access. Act as bank custodian or assign custodianship to other Customer Service Representatives for treasurer’s checks, money orders and traveler’s checks. • Perform monthly, quarterly, and annual audits as outlined in procedures • Coach and motivate CSRs in the referral process • Process night depository bags, deposit envelopes, and ATM transactions verifying transaction amounts, checking for signatures and endorsement; assist in balancing ATM and replenishing supplies as needed. • Assist customers in purchase of treasurer’s checks, money orders, travelers’ checks and redemption of savings bonds • Train, mentor, and/or assist new CSRs, BSSs and Lead CSRs • Approve checks and permit overrides within his/her authority when necessary and assist in settling CSRs and branch daily • Learn and become proficient with operations.• Perform duties of all levels of CSR • Perform all duties consistent with applicable Federal and State laws and regulations • Ensures proper completion and submission of branch logs and reports. • Perform other related duties as assigned

Lawrence, Ma

Teller I April 2011 - April 2012Teller IIApril 2012 - November 2013 • Provides exceptional Customer service• Demonstrated competency and accountability with Store operational standards• Provides leadership, conflict resolution, process improvement and communication to the Teller line• Coaches team members on identifying sales opportunities and referring Customers to appropriate Store Employees or internal Business Partners to achieve both store and individual sales revenue goals• Support, mentor and coach team members in their professional development• Create and foster a cohesive team and promote a positive work environment• Manage teller differences.• Balance/audit ATM, TCR, and Vault.• Assist in regards to cash shipments• Perform transactions correctly and in a timely fashion to ensure the customer is comfortable and happy with my performance. • Always providing a WOW! Customer experience with smiles and going the extra mile to help a “friend” in need.• Able to open and close store under dual control and stay in compliance with bank policies and regulations.• Knowledge of products that TD Bank America’s Most Convenient Bank offers for a wide range of customers.• Met personal SR goal that was given.

Bachelor Of Science In Business Administration/Accoutning Concentration, Accounting And Business/Management

Certificate Of Accounting, Accounting

Started my first semester towards a certificate in accounting September 2016.

High School