Travis Ko Email & Phone Number

San Diego, California, United States

- Documents case issues and fixes in the IT ticketing system, Agile code and programming services.- Creates program automation from jQuery code, for automating information populating.- Acts as Service Desk liaison to the Business Enterprise Applications team in order to comprehend system changes, upgrades and overall implementation scope.- Tracks and reports on end user issues to the Business Enterprise Applications and IT management teams with the goal of influencing future system enhancements.- Reviews business system processes and recommend enhancements to improve work flows and end user experience.Builds queries and reports; reviews software code, monitors system queues and activities.- Processes system customizations and minor changes or improvements, and provides end user support for the Company’s CRM and financial systems- Serves as escalation point for other Service Desk team members.- Assists in the management of system user accounts, and IT service desk support; creates and deletes accounts as needed.- Creates and delivers training materials for system changes and upgrades to the business.- Creates and maintains a database of common problems and solutions; shares and provides training to other IT team members.- Ensures compliance with company policies, including Privacy/HIPAA, and other legal and regulatory requirements.

Greater San Diego Area

Provides remote or on-site software installation services. Ensures software applications are installed and fully functional.Prior to the installation, analyzes the customers’ existing products and consults with customer to map current system to the JHA product.Consults with customers to define parameters within the software application.Trains the customer on use and feature functionality of the application.Communicates the customer’s needs/expectations to appropriate personnel.Notifies appropriate personnel of any application issues.Interacts with Project Manager on various issues.May assist customers in validating accurate conversion of all data.May analyze transaction processing.Mentors and provides training to employees.Provides level 1 software connectivity troubleshooting.

Greater San Diego Area

•Process routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler's checks and money orders•Provide the highest quality of service to all members; promptly address member concerns and/or escalate when appropriate•Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate using the online tracking and CRM systems•Actively participate in programs and procedures that drive sales. Open new accounts, credit cards, auto loans and personal loans to drive business within the credit union.•Build strong relationships with existing members, and rapport with prospective members.•Follow up activities for new and existing members, which include outbound calls and business development activities•Opportunities to partner with other lines of business in sales and service activities; investments, mortgage•Assist members in their financial goals by multiple deposit& lending product options

Greater San Diego Area

Provide Branch and Departmental assistance in all job categories. Responsible for transacting business efficiently and accurately on member accounts, as well as opening accounts, processing loans, and working in the call center. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as wells as cross-selling Credit Union products and services to meet members needs and increase member satisfaction. Maintain quality service standards. Performs multiple duties within the credit union on a daily basis along with previous duties listed processing auto and personal loans, opening all types of accounts (IRAs, checking, savings, CDs), printing cards, answering phones in the call center, and performing simple or complex transactions on the teller line. Multiple duties as assigned performed daily.

Greater Seattle Area

- Provides daily deposit services such as deposits, withdrawals, holds, loan payments, travelers checks, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, and other miscellaneous actions required by the bank.- Performs general vault audits, vault settlement, ATM settlement.- Opens new savings, checking, CD's and business accounts for new customers.- Updates customer account information when necessary.- Performs general bank audits, cash counts, keeping bank up to date with record retention and auditing history. - Performs Daily Audit of ATM machine, settles and replenishes when necessary. - Participates in sales programs to generate new customers, cross-selling bank products when appropriate. - Maintains cash handling within prescribed limits, accurately counting, receive and disbursing cash, 99% balanced cash drawer record. - Performs branch operational activities such as filing and maintaining signature cards and certificate copies. - Maintains and audits daily logs of all deposit transaction data. - Assists customers in branch with all types of requests. -Performs security operations via opening and closing procedures for banks, vault operations.

Greater Seattle Area

- Provides daily deposit services such as deposits, withdrawals, holds, loan payments, travelers checks, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, and other miscellaneous actions required by the bank.- Opens new savings, checking, CD's and business accounts for new customers.- Updates customer account information when necessary.- Performs Daily Audit of ATM machine, settles and replenishes when necessary.- Participates in sales programs to generate new customers, cross-selling bank products when appropriate.- Maintains cash handling within prescribed limits, accurately counting, receive and disbursing cash, 99% balanced cash drawer record.- Performs branch operational activities such as filing and maintaining signature cards and certificate copies.- Maintains and audits daily logs of all deposit transaction data.- Assists customers in branch with all types of requests.-Performs security operations via opening and closing procedures for banks, vault operations.

Full Stack Programming, Computer Programming, 4.0

Attending UCSD Extension coding bootcamp for becoming a full stack programmer. Intensive bootcamp to certify for programming. Learning.

Bachelor'S Degree, Social And Behavioral Science, 3.43

Activities and Societies: College Varsity Soccer team player 3 years, team Captain 1 year. Part of Hip Hop Congress 4 years. Merit.

High School Diploma, 3.8

Activities and Societies: Varsity soccer 4 years Captain Varsity Soccer team 2 years