Carie Grover
Pacific Grove
Summary
- Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
- A desire and ability to influence, educate, and connect team, partners, and customers to technology
- Strong leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
Overview
23
23
years of professional experience
Work History
Branch Operations Lead
JPM Chase Bank
Pacific Grove
12.2008 - Current
- As a Branch Operations Lead in a Branch Banking team, you support the Branch Manager and Tellers to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory banking requirements
- Support the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards
- Process and assist customers with transactions, introduce customers to other services and team members as needed
- Build relationships with the public and assist with specialized financial needs
- In the absence of the Branch Manager, or designated banker, responsible for communicating branch priorities throughout the day
- Vault Custodian, Manage and maintain facility equipment i.e
- ATM, LAN Printer
- Proficient in facility operations and protocols, transaction accuracy, and teller referrals
- Excellent leadership abilities, work well within a team environment and independently
- Knowledge and interest in connecting customers to available technology
- Ability to assess customer needs to determine company products and services
- Maintain branch records for retention and prepare for transfer to outside agencies
- Detail-oriented, organized and ability to multi-task
- Staff scheduling, coordinating and imputing data
- Operate and use of multiple software and platforms, 10 Key proficient
- Microsoft Word
Sales Clerk
Sock Shop Cannery Row
02.2006 - 12.2008
- Merchandising, Stock Ordering, Customer Service
Senior Teller
Washington Mutual Bank
08.2002 - 02.2006
Education
Notary Public -
California Notary Public
Pacific Grove, USASkills
- Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
- Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
- Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
- Introduces customers to the branch team who will build relationships and assist with specialized financial needs
- Makes customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
- Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Timeline
Branch Operations Lead
JPM Chase Bank
12.2008 - Current
Sales Clerk
Sock Shop Cannery Row
02.2006 - 12.2008
Senior Teller
Washington Mutual Bank
08.2002 - 02.2006
Notary Public -
California Notary Public