Summary
Overview
Work History
Skills
CONTACT
Timeline
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Beverly Oliva

Summary

Motivated leader with a passion for delivering excellent customer service and exceeding expectations. Inspiring team loyalty through strong leadership and communication skills. Known for kindness, patience, determination, and passion in all endeavors. Approachable, supportive, and highly interactive with peers, staff, and members. Deposit operations professional with a thorough understanding of financial regulations and operational best practices. Effective team collaboration and results-driven approach ensure seamless operations and top-notch service. Dependable and adaptable, skilled in process optimization and risk management.

Overview

10
10
years of professional experience

Work History

Deposit Operations Supervisor

Firstmark Credit Union
03.2023 - Current
  • Coordinated efforts between various departments such as lending, retail banking, and wealth management to ensure seamless integration of services related to deposits.
  • Led process improvement initiatives that resulted in significant cost savings while maintaining high levels of service quality.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Worked closely with senior management to develop policies related to deposit operations that aligned with overall business objectives.
  • Analyzed trends in data related to deposits, identifying areas for improvement or potential growth opportunities for the bank.
  • Implemented risk mitigation strategies to minimize exposure from fraudulent transactions or other suspicious activity surrounding deposits.
  • Enhanced deposit processing efficiency by streamlining workflows and implementing updated procedures.

Supervisor

Firstmark Credit Union
10.2022 - 03.2023
  • Monitored daily branch operations, identifying areas for process improvements and implementing solutions to enhance efficiency.
  • Contributed to risk management and fraud prevention by following security protocols, monitoring transactions, and promoting best practices across the team.
  • Acted as a point of contact for escalated member issues, resolving concerns promptly and maintaining high levels of satisfaction.
  • Collaborated with senior management to develop and execute strategies for improving branch performance and customer experience.
  • Managed cash flow and balanced daily transactions, maintaining accuracy and minimizing discrepancies.
  • Drove team performance by setting clear goals, tracking progress, and providing ongoing feedback and support.
  • Utilized CRM software to track member interactions and optimize service delivery based on individual needs and preferences.
  • Led by example, modeling the company’s core values and encouraging others to align with organizational goals and culture.
  • Assisted in the implementation of new systems or procedures, ensuring seamless integration and minimal disruption to branch operations.

Branch Manager

Woodforest National Bank
08.2021 - 10.2022
  • Built a strong, collaborative relationship with the Walmart Store Manager, enhancing cross-company partnerships and improving branch visibility.
  • Fostered the growth and development of team members, instilling confidence and expertise in all areas of the bank’s operations.
  • Achieved a satisfactory score on the 2021 Branch Assessment, with only 7 findings, demonstrating commitment to compliance and operational excellence.
  • Successfully maintained and expanded active relationships at the Ray Ellison location, contributing to branch stability and customer loyalty.
  • Retained 100% of employees during the pandemic by keeping them engaged, motivated, and focused on branch goals.
  • Continuously identified and implemented new strategies for profitability and success, ensuring sustained growth and operational efficiency.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.

Assistant Branch Manager

Woodforest National Bank
05.2018 - 10.2022
  • Led the team in surpassing performance goals across all areas of the bank, driving overall branch success and growth.
  • Consistently trained, mentored, and motivated team members, ensuring they excelled in their roles and contributed to a high-performing team culture.
  • Conducted training sessions to prepare new hires for success in the South Texas Market, fostering a strong pipeline of talent.
  • Recognized for outstanding performance and exceeding expectations in 2018 and 2020, earning recognition for top contributions to branch goals and team development.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.

Retail Banker

Woodforest National Bank
08.2015 - 05.2018
  • Assisted the branch in achieving sales goals by actively working the teller line, cross-selling additional products, and consistently exceeding expectations.
  • Recognized as Top Sales Producer, consistently going above and beyond to ensure the team met or surpassed monthly performance targets.
  • Demonstrated a strong eagerness to learn and grow, quickly acquiring new skills and adapting to changing priorities.
  • Played a key role in training and mentoring fellow co-workers, supporting the development of team members and enhancing branch performance.
  • Collaborated with multiple branches across Texas, providing support in various aspects of operations and contributing to the company’s growth.

Skills

  • Staff training and development
  • Sales Professional
  • Collaborative networking skills
  • Analytical research skills
  • Proactive initiator
  • Strong Communication Skills
  • Operational Excellence
  • Problem-solving skills
  • Quality assurance practices
  • Fraud detection techniques
  • Risk management expertise
  • Teamwork and collaboration

CONTACT

  • PHONE: (210)730-6359
  • EMAIL: Beverly.oliva@icloud.com

Timeline

Deposit Operations Supervisor

Firstmark Credit Union
03.2023 - Current

Supervisor

Firstmark Credit Union
10.2022 - 03.2023

Branch Manager

Woodforest National Bank
08.2021 - 10.2022

Assistant Branch Manager

Woodforest National Bank
05.2018 - 10.2022

Retail Banker

Woodforest National Bank
08.2015 - 05.2018

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Beverly Oliva