Karla Castillo Email & Phone Number

· In charge of new and existing tellers, making sure they process transactions with policies being followed. · Conduct interviews for new tellers with Branch Manager. · Ensure policies and procedures are being followed appropriately by every branch employee. · Prepare branch employees for audit by testing them with audit questions monthly. · Complete weekly schedule for branch staff. · Attend weekly operational conference calls. · Make sure cash control levels are in compliance with branch needs.· Work with the branch manager to set the tone of the branch environment to provide an exceptional customer experience, and a dynamic and engaging culture · Process and assist customers with transactions · Introduce customers to my branch team who will build relationships and assist with specialized financial needs · Make customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week · Support the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards · Demonstrate ability to make connections, engage and educate customers and refer as appropriate · Strong desire and ability to influence, educate and connect team, partners and customers to technology · Demonstrate leadership abilities and works well in a team environment · Demonstrate proficiency in operations and transaction accuracy · Detail-oriented, organized and ability to multi-task with an ability to follow policies, procedures, and regulatory banking requirements

· Open personal and business accounts on a daily basis. · Create documents, letters, and reports as needed. Update daily reports to the manager. · Assist in keeping branch in compliance with all bank policies and procedures. · Participate in training and meeting on sales and operation issues with branch management and staff. · Ensure compliance, audit, and security procedures are adhered to at branch location

· Followed up with new personal and business clients to ensure we have captured a full cross-sell opportunity. · Understood how to interpret numbers, trends, and data to make effective decisions.· Assist customers with opening consumer and business accounts.· Help customers with any questions or concerns in regards to their banking needs.

· Managed cash register/cash balance. · Processed transactions accurately and efficiently. · Identified and acted upon opportunities to refer clients to appropriate business partner and ensure resolutions.

Bachelor'S Degree, Business Administration And Management, General, Senior

Associate Of Arts - Aa, Business Administration And Management, General