Ensuring compliance with banking regulations and policies.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Analyzing financial data to ensure accuracy of records and transactions.
Supervising daily operations of a bank branch, including customer service, cash handling, and account opening activities.
Monitoring employee performance and providing feedback as needed.
Sr. New Accounts Representative
Coast Central Credit Union
03.2022 - 08.2023
Reviewed existing accounts for accuracy and completeness of documentation.
Advised customers on appropriate banking products to meet their needs.
Performed data entry of new accounts into banking system database.
Followed up with customers regarding outstanding account balances or discrepancies.
Collaborated with other departments within the organization to ensure successful completion of projects.
Manager
Jitter Bean Coffee Co.
09.2021 - 03.2022
Managed daily operations of coffee shop, including scheduling staff and ordering supplies.
Supervised cashiers and baristas to ensure accuracy of orders and customer satisfaction.
Ensured compliance with health and safety regulations in the workplace.
Oversaw all employee training programs related to coffee preparation, customer service, and store policies.
Conducted regular inventory checks to ensure adequate stock levels were maintained.
Created weekly schedules for baristas that met customer needs while ensuring labor costs stayed within budget.
Provided leadership by setting a positive example for staff members in terms of attitude, attendance, punctuality, appearance, work ethic and job knowledge.
Evaluated employee performance regularly through one-on-one meetings or formal reviews.
Kept coffee shop in compliance with health code standards and food safety guidelines. Food Handlers Card held for location.
Member Services Representative
Coast Central Credit Union
10.2020 - 09.2021
Greeted and welcomed customers to the bank.
Provided customers with information on financial products and services offered by the bank.
Processed customer deposits, withdrawals, transfers, loan payments, and other transactions.
Verified customer identification documents for compliance with Bank Secrecy Act regulations.
Reconciled daily transaction batches ensuring all entries are accurate.
Provided excellent customer service at all times while interacting with clients.
Examined checks for endorsements to verify legality of documents.
Used currency-counting machine to count currency and received checks.
Barista
Jitter Bean Coffee Co.
01.2018 - 10.2020
Greeted customers and took orders for coffee drinks, food items, and other beverages.
Prepared specialty coffee drinks such as lattes, cappuccinos, macchiatos, mochas, and Americanos.
Operated cash registers to process customer payments.
Maintained a clean work environment by wiping down counters, washing dishes, and cleaning floors.
Followed safety procedures while operating machinery such as grinders and espresso machines.