Marlene Portillo Email & Phone Number

Long Beach, California, United States

• Responsible for all operations and controls for the branch
• Ensured satisfactory audit ratings and managed critical operational metrics to minimize risks
• Planned and executed monthly surprise cash audits
• Conducted the branch’s internal control self-check through Question, Observe, Inspect and Role Play
• Trained branch staff and ensured a clear understanding of policy and procedures
• Resolved cash box balancing issues and confirmed cash differences for compliance

Culver City, California, United States

• Assisted clients with account openings including checking, savings, and credit cards
• Managed over 50 clients financial accounts
• Cultivated trust with clients and made them confident in my financial opinions
• Collaborated with financial partners to ensure clients were always given the best financial recommendations
• Consistently referred potential clients to financial advisor, private client banker, mortgage banker, and ADP representatives
• Presented current and prospective client’s potential opportunities through sales calls

El Segundo, California, United States

• Completed various customer transactions, including deposits, withdrawals, money orders and checks
• Referred clients to bankers when there was a potential opportunity to deepen the client’s relationship
• Appointed with supervisor approval which gave me authority to approve high risk transactions after thorough inspection
• Coordinated with Lead Teller to set up audit schedule for cashbox surprise cash counts
• Managed two ATM’s and Vault and maintained all three with minimal error rate

Westchester, California

• Assisted business and consumer clients with change orders, withdrawals, deposits, and complex transactions
• Identified business needs and suggested products to make business owners more efficient
• Maintained a higher cashbox balance to ensure promptness with high balance clients

Master Of Science - Ms, Accounting Analytics

Bachelor Of Science - Bs, Accounting, Minor In Data Analytics

Associate Of Science - As, Business Administration