Katasha Session Email & Phone Number

Houston, Texas, United States

Completed 8 Month Leadership Program  Develop strong rapport with branch managers and provided support to local branches during employee shortages.  Balance offsite ATMs.  Manage efforts to expand the Field of Membership with existing SEGs and grow the membership base while deepening the relationship.  Provide support and assist in the coordination of business development events throughout the region.  Assist with the review and revision of procedures for… Show more Completed 8 Month Leadership Program  Develop strong rapport with branch managers and provided support to local branches during employee shortages.  Balance offsite ATMs.  Manage efforts to expand the Field of Membership with existing SEGs and grow the membership base while deepening the relationship.  Provide support and assist in the coordination of business development events throughout the region.  Assist with the review and revision of procedures for regulatory compliance.  Review and respond to member communications through electronic channels.  Conduct quality assurance reviews to ensure operational soundness and compliance with procedures and regulatory requirements.  Perform monthly operational, compliance and branch audits.  Assumed manager responsibilities in manager’s absence by coaching mentoring and leading employees.  Resolve member concerns promptly and effectively to maintain high levels of member satisfaction.  Assist with cash and non-cash transactions including wire transfers, stop payments disputes and account maintenance.  Manage levy processing.  Serve as a subject matter expert (SME) for lines of business throughout the credit union. Show less

Houston, Texas

Conduct educational presentations. Assist with key business development strategies Assist with monthly branch audits and review branch reports. In Manager’s absence assume Manager’s responsibilities by coaching mentoring and leading other employees.

Houston, Texas, United States

Provide regional branch support to branches in absence of staff. Supported the branch with teller duties. Assisted in the daily balancing of vault and ATM. Assisted with training new employees. provide members with a high level of service. Identified opportunities to cross-sell products and services. Assisted members with submitting consumer loan and credit card applications

Houston, Texas Area

Utilize outbound calling techniques to deepen relationships with existing clients. Cross-sell banking products.Ability to recognized opportunities and refer customers to designated business partners to meet branch and individual sales goals.ability to build relationships with customers to sustain high satisfaction ratings and retention.Coached staff when needed to cross-sell bank products.Assisted with daily balancing of vault.Prepared cash shipment

Houston, Texas Area

Cross-sell Credit Union products.Assist Call Center and Collection Dept. when needed.Conduct loan interviews with members.Assisted in annual budgeting guidelines.Held monthly staff product knowledge meetings.Managed and participated in daily operations of the branch.Counseled members regarding their account to determine financial need.Perform quality control on all booked loans.

Houston, Texas Area

Issued monetary instruments, ordered checks for customers and prepared change orders.Networked with business clients for business solutions.Responsible for balancing branch totals at the end of the day.Performed basic teller transactions.Responsible for daily vault duties, including cash replenishment and reconciliation of the ATM.