Griselda Casillas
Dallas,United States
Summary
Dynamic Branch Manager with a proven track record at First Convenience Bank, enhancing customer satisfaction through tailored banking solutions and effective team training. Skilled in operations management and relationship building, I successfully streamlined loan processing, significantly reducing approval times while fostering a collaborative environment that drives sales growth and client loyalty.
Overview
8
8
years of professional experience
Work History
Branch Manager
First Convenience Bank
10.2021 - 09.2025
- Assisted in managing daily branch operations and maintaining high customer service standards.
- Supported staff training initiatives to enhance team performance and operational efficiency.
- Collaborated with management to implement procedural improvements for streamlined workflows.
- Contributed to inventory management processes, ensuring optimal stock levels and organization.
- Participated in team meetings to discuss goals, challenges, and strategies for improvement.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Submitted loan applications to underwriter for verification and recommendation.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Enhanced branch visibility and market presence by orchestrating community engagement initiatives.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Pioneered adoption of mobile banking services, expanding customer access and convenience.
- Streamlined loan processing procedures, significantly reducing approval times and improving customer experience.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Created and managed financial models to evaluate corporate investments and acquisitions.
Account Specialist
World Finance
01.2019 - 07.2020
- Managed customer accounts, ensuring accurate and timely processing of transactions.
- Analyzed client needs to recommend tailored financial solutions, enhancing customer satisfaction.
- Developed and maintained strong relationships with clients, fostering loyalty and trust.
- Trained and mentored junior staff on account management best practices and procedures.
- Resolved complex billing and payment issues for balanced, accurate accounts.
- Set up new customer accounts and updated existing profiles with latest information.
- Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
- Resolved complex account issues, restoring client confidence and preserving business relationships.
- Negotiated prices, terms of sales and service agreements.
- Set and achieved company defined sales goals.
Cashier
Cost Plus
09.2017 - 04.2018
- Processed customer transactions accurately using POS systems.
- Managed cash register, ensuring balanced drawers at shift end.
- Assisted customers with product inquiries, enhancing shopping experience.
- Trained new cashiers on operational procedures and customer service standards.
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Assisted customers with returns, refunds and resolving transaction issues.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
Education
High School Diploma -
Molina High School
Dallas, TX08.2016
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Coaching and mentoring
- Relationship building and management
- Relationship management
- Staff management
- Strong team-builder
- Operations management
- Cash handling
- Team player
- Training and development
- Sales management
- Sales professional
- Account review
- Friendly
- Banking
- Public speaking
- Loan documentation
- Loans
- Upselling and cross selling
- Multi-tasking
- Multilingual in languages
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager
First Convenience Bank
10.2021 - 09.2025
Account Specialist
World Finance
01.2019 - 07.2020
Cashier
Cost Plus
09.2017 - 04.2018
High School Diploma -
Molina High School