Adriana Mora

· Treat others with dignity and respect while showing empathy and understanding by actively listening to work towards a solution

· Communicate effectively and professionally

· Maintain a high level of integrity

· Evaluate and assess school threats providing emergency services when needed

· Provide resources as needed

· Work with information of serious and sensitive nature including imminent threats, life safety, and mental or behavioral crisis

· Exercise independent judgement and decision-making

· Complete digital threat assessments

Stay up to date on trainings to ensure I am providing the best safety practices for schools

· Train and assist staff in proper procedures

· Utilize several computer programs including Excel, Outlook,Word, Star, Star Finance and Insight

· Prepare necessary forms and reports for clients

· Maintain resident access database with pertinent information and update as necessary

· Serve as client benefit coordinator

· Process a variety of fiscal documents and transactions ensuring compliance with federal and state regulations

· Assist colleagues as needed

· Greet and assist customers with their financial transactional needs including cash handling, processing deposits, withdrawals, payments, pay offs, check ordering and other account maintenance.

· Help Clients reconcile their accounts

· Answer customer questions or direct them to the appropriate department

· Make outbound calls to inform clients about maturing products as well as special promotions

· Schedule appointments for clients with bankers, loan officers and financial advisors

· Always positive, friendly and empathetic to clients

· Assist clients with essential financial needs including processing deposits, withdrawals, payments, closing accounts, wire transfers, redeeming credit card points, updating client profile information such as phone number, address, email, ordering. Ordering checks and debit cards as well as handling cash.

· Awarded Five Keys award on multiple occasions for going above and beyond. Always protecting Chase, it's customers and providing the best customer service.

· Developed and maintained effective working relationships

· Always follow policies and procedures

· Schedule appointments for clients

· Stay up to date with newest updates by keeping up with all assigned trainings