Resourceful and experienced worker offering expertise in customer service, team management and audit reporting. Detail-oriented team player with strong organizational skills. Handles multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
Assistant Branch Manager
Hanmi Bank
10.2022 - Current
Implemented risk mitigation strategies while maintaining branch continuity of 1.8m+ in assets, safeguarding employee & client relations
Lead client interviews in partnership with BSA Department in efforts to analyze & coach Money Service Business customer AML practices
Customize coaching and development plans to merge employee knowledge and skill gaps
Cultivate attitude of partnership cross-departmentally to retain and strengthen customer relations, resulting in expansion of client relationship in portfolio growth
Efficiently perform audit expectations on a daily, weekly, monthly, semi-annually, & annual basis in alignment with detail reports, keeping team in line with established standards.
Branch Service Supervisor | Commercial Assistant
Synovus Bank
01.2020 - 08.2022
Review & assess outdated policies and procedures partnering with corporate leadership to formulate new operations manuals
Provide executive support, manage calendars, make travel arrangements, completing expense reimbursement
Provide multi-regional support for CRA Officers to enhance community financial education awareness
Participate in initiatives developed to retain and recruit talent within banking footprint
Supported executives with project coordination, data analysis and administrative assistance
Provide commercial relationship expansion by 30% in two-month time
span via proactive management of client profiles.
Teller Coordinator II
SunTrust Bank
08.2018 - 01.2020
Trained new tellers in bank processes to maintain high service and money handling standards
Completed planned and surprise cash audits to verify counts and trace discrepancies
Prepared work schedules for team, keeping all shifts properly staffed
Researched, troubleshot and resolved customer and internal inquiries to maintain satisfaction levels.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Financial Services Representative
Regions
06.2017 - 08.2018
Coordinate daily cash reconciliation in high volume location
Obtained and input customer information to open new accounts, savings plans and purchasing bonds
Monitored customer transactions to detect, address and report signs of fraud.
Maintained updated records of all financial transactions to support traceability.
Teller
BankPlus
08.2014 - 01.2017
Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits
Maintained balanced cash drawers by carefully counting funds and quickly investigating discrepancies
Cross-trained in diverse areas within branch, assisting leadership efforts for smooth and seamless client experience
Act as liaison between branches, providing coverage when short staffed.