Claudia Gallegos

Lead daily branch operations while ensuring compliance with federal, state, and bank regulatory requirements. Coach and develop branch staff on consultative sales, product knowledge, and service excellence.

Ensure audit readiness, operational efficiency, and adherence to internal controls. Partner with market leadership to achieve branch performance goals related to deposits, loans, and client growth.

Support small business clients with credit solutions including business term loans, lines of credit, SBA products, and commercial real estate loans. Support treasury management services including ACH origination, wire transfers, remote deposit capture, merchant services, fraud prevention tools, and online banking platforms.

Led branch operations while driving growth in deposits, consumer loans, and business relationships. Coached and developed staff on consultative sales techniques, compliance standards, and product knowledge. Ensured operational excellence, audit readiness, and adherence to bank policies and procedures. Collaborated with market leadership to execute strategic initiatives and achieve performance goals. Conducted client needs assessments to recommend treasury solutions aligned with business size, transaction volume, and risk profile. Generated new fee income by identifying opportunities for treasury services during onboarding and relationship reviews.

Served as the initial point of contact for clients involved in auto
accidents or natural disasters, efficiently initiating claims and
accurately directing them to the appropriate department for
resolution. Demonstrated strong decision-making and customer
service skills in high-pressure situations. Recognized with a Superior
Service Award for outstanding performance and customer
satisfaction as an inbound claims representative.

Facilitated communication between clients, lenders, and real estate agents to ensure smooth transaction processes. Prepared and reviewed escrow documents for accuracy and compliance with legal requirements. Coordinated closing schedules and logistics to streamline transactions for all parties involved. Conducted thorough title searches to identify potential issues affecting property transfers.