Glenda Ortiz

Lead operational compliance and cash-control activities to protect branch assets and ensure regulatory

adherence. Performed teller balancing, cashbox reconciliations, discrepancy investigations, and monthly

ICSC reviews, following up on control exceptions. Enforced dual-control security procedures for safe

deposit boxes and other sensitive tasks; verified keys, combinations, collateral, signage, and security

requirements. Delivered employee training on operational and compliance procedures, identified process

gaps, and partnered with branch leadership to implement corrective actions that strengthened controls.

Provided professional customer service by addressing transaction questions and resolving complex

concerns.

Facilitate branch operations alongside management, ensuring adherence to policies and procedures.

Support tellers in accurately processing customer transactions, adjusting assistance based on traffic and

operational hours. Foster great customer experiences by guiding tellers in making effective referrals to

bankers. Address customer needs proactively and assist with interactions during busy periods. Occasionally

oversee branch operations in the absence of both the Branch Manager and Assistant Branch Manager.

• Assisted tellers with transaction accuracy by providing real-time guidance.

• Directed referrals to bankers to improve customer service satisfaction.

• Addressed customer inquiries during busy periods to maintain service flow.

• Monitored branch activities to guarantee adherence to policies and procedures.

Delivered accurate, efficient transaction processing and friendly customer service while maintaining strict

compliance with operational and security procedures. Identified customer needs and directed appropriate

referrals to banking specialists to enhance service and product uptake.

• Processed cash deposits, withdrawals, and payments with attention to accuracy and security.

• Educated customers on bank products and services to support relationship growth.

• Maintained compliance with procedures and supported loss-prevention practices.

Managed customer transactions and register operations, ensuring accuracy and delivering exceptional service.

Handled opening and closing procedures, cash reconciliation, and inventory control while supporting onboarding and training of new team members.

and training of new team members and contribute to meeting sales goals through positive customer

engagement.