Lynette S. Email & Phone Number

Orange County

Orange County

Orange County

OPERATIONS:• Lead branch operations in conjunction with the Manager.• Develop employee schedules.• Serve as primary Operations Officer and be the guide on operating policies and procedures.• Resolve client issues and complaints in a timely, professional and helpful manner.• Act as liaison with other support areas of the Bank to resolve customer issues.• Serve as Security Coordinator for the Branch.• Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements.• Exercise sound judgment when processing customer transactions and providing approvals.• Partner with Manager in training and supporting risk mitigation activities• Ensure a safe and effective operating environment.• Ensure staff adheres to, all branch functions as well as current Bank personnel policies.BRANCH SALES• Responsible for the overall operating efficiency of the Branch, for delivering a consistent client experience and for mentoring the entire staff.• Support Branch Manager, act as primary officer and lead both Sales and Operations as required.• Serve as a backup on sales platform and open new accounts as needed.• Maintain proficiency in new account opening systems and procedures.• Participate in customer acquisition and retention activities.• Identify partner referral opportunities and submit referrals in the appropriate sales tracking systems.• Coach employees on proper utilization of Branch systems.• Maintain a current and deep understanding of all consumer and business related products/services.• Effectively cross-train entire staff to provide consistent levels of customer experience.RISK MANAGEMENT• Responsible for following and adhering to all bank operational and security procedures, including compliance and privacy policies to maintain customer confidentiality.• Ensure customer information meets bank and regulatory documentation.• SAFE Act

Orange County

Reporting directly to the Branch Manager, my duties include leading and managing the operations side, while maintaining compliance, mitigating risk, and providing excellent customer experiences.-Cash & Risk Management-Adherence to regulations, policies, and procedures-Customer service-Branch sales goals-Bank campaigns-Coaching/training of branch in conjunction with Branch Manager-Cross-training of tellers-Leading/managing the branch in the absence of Branch Manager-Opening new accounts and referring to sales partners

Orange County

As a Branch Service Officer at this office, I support my direct manager, the Branch Service Manager, and lead operations in the absence of the manager. My role includes:-Cash & Risk Management-Adherence to regulations/policies/procedures-Customer service & solving problems-Teller supervision and observation-Branch goals-Bank campaigns-Coaching-Cross-training of tellers-Leading/managing the branch in the absence of my managers-Opening new accounts

Orange County

In addition to meeting my referral goals as a Branch Service Specialist, I was responsible for the following:-Training of new tellers-American Heart Association & Junior Achievement Fundraising leader-Foreign Exchange Champion-Representative at the Regional Bimonthly Teller Meetings

Orange County

Buena Park, Ca