Jacqualine Case
Union,WA
Summary
Dedicated banking professional seeking the Branch Banking Manager role at Olympia Federal Savings. Bringing over 9 years of progressive leadership experience in branch management, proven success in staff development, compliance, and customer relationship management, combined with strong community involvement in Mason County.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Branch Manager
Heritage Bank
Shelton, WA
2021 - Current
- Lead daily branch operations, overseeing staff and ensuring compliance with regulatory standards.
- Mentor and coach employees to build a high-performing team.
- Identify customer financial needs and recommend tailored solutions in consumer lending, mortgages, and business banking.
- Partnered with the Commercial Lending Team as a liaison, developing relationships with business clients and generating loan prospects.
- Strengthened community outreach and expanded client base through strategic initiatives.
- Conducted market analysis to identify new business opportunities.
Branch Manager
U.S. Bank
Florence, OR
01.2018 - 01.2021
- Directed branch operations, supervising staff and maintaining compliance with industry regulations.
- Provided coaching and training to enhance employee performance.
- Recommended financial products to meet customer needs in wealth management, lending, and consumer banking.
- Oversaw recruitment, hiring, and retention efforts to build a strong team.
- Maintained strong client relationships and resolved issues promptly.
Assistant Branch Manager
U.S. Bank
Florence, OR
01.2016 - 01.2018
- Supported the Branch Manager in daily operations, compliance, and staff supervision.
- Assisted with employee training, scheduling, and performance reviews.
- Handled escalated customer inquiries, ensuring timely resolution and satisfaction.
- Managed cash handling procedures and internal controls to maintain accuracy and security.
- Collaborated with senior leadership on branch goals and business development initiatives.
Universal Banker
Unpqua Bank
Reedsport, OR
2014 - 2016
- Facilitated customer transactions efficiently, ensuring compliance with banking regulations.
- Provided tailored financial solutions based on customer needs and goals.
- Managed client inquiries, resolving issues to enhance customer satisfaction.
- Streamlined account opening processes, reducing wait times for customers.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Education
High School Diploma -
Shelton High School
Shelton, WA06-1986
Skills
- Leadership & Team Development
- Customer Relationship Management
- Financial Services Expertise (consumer lending, mortgages, business banking)
- Branch Operations & Compliance
- Strategic Planning & Business Growth
- Communication & Community Outreach
- Technology Proficiency: Microsoft Office Suite, CRM systems, banking software
Certification
- Certified Notary Public - Authorized to notarize legal and financial documents
- NMLS Registered - Licensed to originate and manage mortgage loans
Community Involvement
- Mason County Economic Development Council (EDC), Active member, Supporting local business growth and partnerships.
- Child Care Coalition of Mason County, Advocate, Advocate for accessible, quality child care services.
- Mason County Shelton Chamber of Commerce, Engaged in chamber activities to strengthen local business networks and promote community development.
Timeline
Branch Manager
U.S. Bank
01.2018 - 01.2021
Assistant Branch Manager
U.S. Bank
01.2016 - 01.2018
Branch Manager
Heritage Bank
2021 - Current
Universal Banker
Unpqua Bank
2014 - 2016
High School Diploma -
Shelton High School