Katrina Martin Email & Phone Number

Sacramento, CA, US

• Review electronic banking implementations, complete monthly electronic banking certifications, and Remote Deposit Capture (RDC) site visit assessments to comply with regulatory timeframes
• Develop and update electronic banking procedures as needed
• Assist with regular risk rating reviews of all ACH originators, online wire transfer senders, and RDC customers to mitigate risk to the bank
• Work collectively with bank management to identify, monitor, control, and address… Show more
• Work collectively with bank management to identify, monitor, control, and address operations risk-related issues, including analytics and board-level reporting Show less

• Routinely executed electronic banking requests with defined deadlines and complex implementation
• Reviewed electronic banking implementations and worked with clients to complete RDC site visit assessments to comply with regulatory timeframes
• Lead platform training sessions with clients and internal partners via phone, Zoom, and in person meetings
• Managed Q2 and Jack Henry cases

• Executed electronic banking requests in a timely manner while maintaining a high level of customer service and compliance with all laws and internal procedures
• Implemented and updated profiles with remote deposit capture, consumer and commercial online banking, bill pay services, ACH, positive pay, E-Statements, interbank transfers, and online tax payments
• Scheduled and completed RDC scanner installations with clients via Zoom

• American River Bank was acquired by Bank of Marin in August 2021
• Provided knowledgeable support during conversion from American River Bank systems to Bank of Marin systems
• Effectively communicated with branch staff to ensure regulatory compliance and adherence to bank policies and procedures
• Maintained various reports and logs relating to branch operations

• Provided prompt, courteous service to internal and external clients while completing online banking enrollment and maintenance requests.
• Reviewed ATM and Q2 reports, reconciled General Ledger accounts, and performed daily processing functions
• Created and updated procedures as needed for Q2 system migration in February 2020 and Covid-19 response of March 2020
• Trained new employees on department systems and procedures

Sacramento, California

• Utilized customer service, sales, and cash handling skills to provide and exemplary customer experience
• Closed accounts, initiated wires, and assisted branch leadership to complete monthly certifications and train new Service Bankers
• Attained Platinum level sales for Quarter 1 of 2019.

Santa Rosa, California

• Strictly adhered to high standards of customer service and transaction processing while completing account maintenance and accurate teller transactions.
• Reviewed wire transfers and daily reports, completed office supply orders, as well as administrative projects to assist the leadership team

Petaluma, California

• Accurately process transactions and assisted customers with returns
• Self-managed time, educated customers, accurately placed detailed orders, and maintained customer records.

Santa Rosa, California

• Generated purchase orders and provided quotes and order updates by phone, fax, and email
• Supported Accounts Receivable and Marketing departments with filing, generation of sales reports, and website maintenance

• Used knowledge of customers, products, and regulations to meet daily and quarterly sales goals
• Operated as a merchant teller in a high-volume branch (handled up to $80k daily)
• Formally recognized for giving customers a “WOW” experience.

Santa Rosa, California

Assisted with store, catalogue and online purchases to meet sales goals while resolving customer conflicts and supporting other departments. Ensured the sales floor and storage were fully stocked and cleaned, and created dynamic displays within the department.

Santa Rosa, California

Created and supervised engaging lesson plans for one-on-one tutoring sessions and after school childcare for a class of twenty. Also became CPR certified.

Petaluma, California

Accurately processed transactions, assisted customers, and maintained stock on the sales floor. FMC trained (file maintenance for sales and specials pricing).

Certificate, Office Assistant

Associate Of Arts (A.A.), History

Associate Of Arts (A.A.), Social And Behavioral Science

Associate Of Arts (A.A.), Humanities/Humanistic Studies