Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Catalina Moses

Olympia,WA

Summary

Accomplished Branch Operations Supervisor with a demonstrated history at ACU of driving operational efficiency and surpassing sales and service targets. Proven expertise in branch administration and leadership, resulting in enhanced customer satisfaction and streamlined workflows. Adept at building strong customer relationships while ensuring strict adherence to banking regulations.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Branch Operations Supervisor

ACU
Lacey, WA
06.2023 - Current
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.
  • Disciplined employees to encourage compliance with company policies and procedures.
  • Managed cash flow on a daily basis by preparing deposit summaries and reconciling cash balances.
  • Coordinated and supervised daily branch operations, including staffing, customer service, sales, and administrative support.
  • Responded promptly to requests from corporate headquarters concerning changes in procedures or policy implementation.
  • Ensured compliance with all applicable banking regulations and laws in the management of branch operations.
  • Verified cash by balancing cash drawers and maintaining cash count records.
  • Conducted regular meetings with employees to discuss performance issues or new initiatives.
  • Maintained updated knowledge through continuing education and advanced training.
  • Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.

CSR

WaFd Bank
Olympia, WA
12.2019 - 06.2023
  • Maintained up-to-date knowledge of company products and services.
  • Collected deposits or payments and arranged for billing.
  • Demonstrated excellent verbal communication skills when interacting with customers.
  • Handled customer inquiries and complaints in a timely manner.
  • Contacted customers about potential service upgrades, new services and account changes.
  • Developed strong customer relationships to encourage repeat business.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Collaborated with other teams within the organization to resolve complex issues related to customers' accounts.
  • Consulted with customers regarding needs and addressed concerns.
  • Prevented key account losses by researching discrepancies and correcting problems.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.

Education

High School Diploma -

Hephzibah High School
Hephzibah, GA
05-1996

Skills

  • Branch administration
  • Effective leadership
  • Sales support
  • Team management
  • Operational efficiency
  • Workflow optimization

Certification

Certified in new accounts and personal lending.

Timeline

Branch Operations Supervisor

ACU
06.2023 - Current

CSR

WaFd Bank
12.2019 - 06.2023

High School Diploma -

Hephzibah High School

Similar Profiles

CREATE PROFILE
Catalina Moses