Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Catherine E. Jaramillo

Santa Fe,NM

Summary

Motivated, innovated and professional Bank Branch Manager with over 10 years experience which include being successful at optimizing frameworks and cultivating cohesive teams to meet and exceed common goals. I have excellent reporting, record keeping/auditing and relationship-building abilities, extensive knowledge of bank products, policies, and procedures. I am friendly and am an adaptable professional with remarkable leadership and management skills, enthusiastic to contribute to team success through hard work as well as personal success. I focus on attention to detail and excellent organizational skills; I'm motivated to learn, grow and excel in any industry I have the privilege of stepping into. Professional recommendations available upon request. Authorized to work in the US for any employer

Overview

13
13
years of professional experience

Work History

VP/Branch Manager

Century Bank
12.2021 - Current
  • Supervised branch operations and made continuous improvements in each area.
  • Utilized up-to-date information to make effective decisions governing bank operations.
  • Represented bank at community events to establish strong ties and promote business.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Relationship Manager - Cultivate, prioritize and build relationships with clientele to provide optimum financial service(s)
  • Used profiling analysis tools to identify cross-sell opportunities and makes outbound sales calls to increase product per customer ratio
  • Adhere to high ethical standards, and comply with all regulations/applicable laws
  • Perform other jobs and relate projects as assigned including mentoring sales employees to exceed assigned goals
  • Stay abreast of competing markets and provide reports on market movement and penetration
  • Address customer and employee satisfaction issues promptly
  • Share knowledge with other branches and headquarters on effective practices, competitive, intelligence, business opportunities and needs
  • Bring out the best of branch’s personnel by providing training, coaching, development and motivation
  • Identify and manage potential risks to the bank, including credit risk, operational risk, and market risk

Assistant Branch Manager

Century Bank
05.2019 - 11.2021
  • Works with Branch Manager to attain annual scorecards
  • Works with Branch Manager to lead and motivate the Branch Team Members to success
  • Supervises senior teller and tellers
  • Ensure that major teller duties and responsibilities are performed accordingly
  • Prepares and delivers annual teller performance reviews
  • Creates and maintains staff schedule
  • Schedule opening and closing of branch
  • Works with Branch Manager on customer retention
  • Open new accounts - Checking, Savings, CD's, IRA's, etc
  • Perform sales calls for new business
  • Ensure branch compliance with regulatory and branch regulations
  • Maintains security policies/procedures and performs annual drills
  • Maintains knowledge of branch policies/procedures (overrides, vault procedures, approving checks,
  • SDB procedures, etc.)
  • Supervises preparation and distribution of daily, weekly and end-of-month branch reports
  • Communicates customer service issues to the Branch Manager and the Retail Manager to insure quality customer service
  • Represents the financial institution to the community through good customer relations
  • Actively engaged in community projects and activities

Universal Banker

Century Bank
08.2015 - 05.2019
  • Greeting customers and directing them to the proper personnel to transact their business, customer calls and customer correspondence to relate changes or updates on products and accounts, processing bank by mail deposits/payments, file maintenance on accounts such as name changes, address changes, etc
  • Check/debit card ordering and customer service issues regarding check orders/debit cards
  • Assisting tellers with night drop, balancing, morning opening and or evening closing and disarming/ arming the vault
  • Assisting others in the retail area when time permits, transacting customer business in a timely, accurate and courteous manner
  • Researching and correcting outages in compliance with teller standards
  • Maintaining security of the teller station and cash assignment(s)
  • Insuring that the security of the individual account is maintained by following bank procedures
  • Maintaining current knowledge of bank procedures, regulations, products, and computer systems
  • Informing the customers of additional bank products that might serve their needs
  • Maintaining daily, weekly, monthly and yearly logs are up to date, signed and correct
  • Balancing and maintaining cash levels in the ATM
  • Reconciliation/remittance of negotiable items sold through the teller line, i.e
  • Money orders, cashier's checks, traveler's checks, and gift cards, and reporting on system problems.

Teller (I, II and III)

Century Bank
08.2013 - 08.2015
  • Product/policy knowledge
  • Transacting deposits, withdrawals, payments/advances, night drop, mail in deposits, cash advances, etc
  • Accurate daily balancing of teller drawer(s), TRC/TAU's, Vault, coin machine and ATM's
  • Researching outages in compliance with "Teller Standards"
  • Open/closing procedures including the branch and vault areas
  • Reconciliation/sales of negotiable items, i.e
  • Money orders, cashiers checks, etc
  • Responsible for maintaining all associated logs
  • Customer calls and customer correspondence based of of needs
  • Familiar with security procedures

Food Expediter

Dion's
03.2013 - 08.2013
  • Ensure quality and proper presentation of food
  • Food orders are prepared and assembled quickly according to recipes and procedures to avoid waste
  • Safe food certified
  • Ensure the line is always stocked, neat, clean and safe
  • Cash Handling (register) .

Sales Associate

Destination Maternity/Motherhood Maternity
06.2012 - 03.2013
  • Welcomed and directed customers based off their wants/needs
  • Document sales by creating/updating a customer profile
  • Product knowledge
  • Payment (POS) processing/knowledge
  • Cash Handling
  • Sales goals
  • Process and properly stock incoming and outgoing shipments

Education

Texas Tech University School of Banking
Lubbock
08.2024

High School Diploma -

Santa Fe High School
Santa Fe, NM
05.2012

Skills

  • Banking
  • Relationship Building and Management
  • Sales Professional
  • Business Development Expert
  • Leadership
  • Staff Management
  • Verbal/Written Communication
  • Employee Development
  • Goals and Performance
  • Business Operations
  • Risk Management
  • Customer Service/Relations/Care
  • Internal Audits
  • Strategic Planning
  • Profit & Loss
  • Relationship Management
  • Regulatory Compliance
  • Business Development
  • Product Knowledge
  • Loan Processing

Additional Information

  • Professional Recommendations available upon request.

Timeline

VP/Branch Manager

Century Bank
12.2021 - Current

Assistant Branch Manager

Century Bank
05.2019 - 11.2021

Universal Banker

Century Bank
08.2015 - 05.2019

Teller (I, II and III)

Century Bank
08.2013 - 08.2015

Food Expediter

Dion's
03.2013 - 08.2013

Sales Associate

Destination Maternity/Motherhood Maternity
06.2012 - 03.2013

Texas Tech University School of Banking

High School Diploma -

Santa Fe High School

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