Chelsea Clayton

Leadership Activities

• Collaborated with Branch Manager to coach CSR staff, enhancing job performance.
• Facilitated the seamless integration of customer accounts and processes following a major bank merger.
• Provided input on hiring and termination processes to support team effectiveness.
• Delivers presentations at staff meetings and conducts offsite sessions such as Financial Literacy Training and Bank at Work presentations
• Formulated business plans to drive revenue growth

Branch Operations Activities

• Schedules CSR staff to ensure appropriate lobby coverage
• Managed cross-bank transactions by adapting to and successfully operating two distinct banking systems during the transitional period.
• Keeps CSR staff current with operational standards and procedures, performs and reviews internal audits, ensuring adherence to policies and procedures
• Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits.
• Enhances customer experience through assistance in payment activities and account management, maintaining focus on customer needs.
• Oversees assignment of ATM servicing and cash vault duties, potentially assuming these responsibilities.
• Facilitate remote approvals for CSR staff across multiple branch locations
• Oversaw cash handling activities, including ordering cash from the vault and preparing shipments for the Federal Reserve.
• Ordered checks, placed stop payment orders and conducted additional special services for customers.
• Managing checking and saving account openings and closures, CDs, credit card applications, and debit card operations.
• Works with CSR staff to ensure effective lobby management and a positive customer experience

Daily Operations

• Resolved customer questions and supplied details regarding store procedures or policies.
• Processed credit card, cash, and check payments, ensuring all transactions were accurate.
• Prepared deposit slips for all incoming funds according to established procedures.
• Monitored inventory levels to ensure accuracy and availability of stock for distribution.
• Resolved customer complaints promptly and professionally.
• Remained calm and professional in stressful circumstances and effectively diffused tense situations.
• Ensured that the storage units were clean and safe for tenants to use.
• Implemented security measures including CCTV monitoring systems and access control systems at the facility.

Leadership Activities

• Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
• Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
• Managed time effectively to ensure tasks were completed on schedule and deadlines were met.