Summary
Overview
Work History
Education
Skills
Languages
Timeline
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JAIDA NEGRON

Tampa

Summary

Determined finance professional excited to leverage extensive financial knowledge and analytical skills for a meaningful impact. Collaborative nature excels in effectively communicating with teammates and prospects, employing tact and diplomacy. Proactive approach includes thorough research and exploration of new avenues to expand and nurture a robust clientele base, driven by strong business acumen and strategic mindset.

Overview

6
6
years of professional experience

Work History

Relationship Banker/Bank Officer

Truist Bank
05.2022 - Current
  • Ensured adherence to industry regulations by conducting regular internal audits in branch with Operations Partner for procedures/processes and ensuring proper documentation is maintained.
  • Managed daily branch operations to ensure smooth functioning of all aspects including teller services, lending, and account management.
  • Streamlined operations for increased efficiency through process improvements and updated technology.
  • Maximized branch profitability with a focus on revenue growth, cost control, and risk management.
  • Complied with regulatory guidelines and requirements through OFAC and UFO knowledge
  • Managed data and correspondence to secure information across complex landscapes of organizational departments.
  • Managed risk effectively by verifying customer information, analyzing credit reports, and conducting proper due diligence before approving transactions.
  • Achieve branch targets and goals by gathering information, identifying client needs and providing appropriate guidance and perspective on company product loans and services
  • Management of fraud, scores, and detection strategies, Risk appetite execution, POS interdiction strategies and defect analysis.
  • Process Consumer and Business loans
  • Verify signature cards and addendums are completed to its entirety
  • Process account maintenance requests
  • Refer clients to an internal team of experts and licensed financial advisors
  • Follows bank processes and procedures to applicable laws and regulations, including operation champion delegated duties ensuring sound practice of myself and others
  • Conduct Domestic and International Wire Transfers
  • Proficiency in basic computer applications, such as Microsoft Office, Outlook, Excell, Teams, PowerPoint
  • Drive branch revenue through Small Business development and new client strategies.
  • Documents, implements and executes Corrective Action Plan (CAP) for management of control issues
  • Plans, tests and reports on Operational Risk findings
  • Worked effectively in fast-paced environments
  • Proven ability to learn quickly and adapt to new situations

Bank Teller

Sikorsky Credit Union
01.2019 - 12.2021
  • Operating teller drawer and performing advanced, specialized teller functions including research for discrepancies and drawer/vault balancing
  • Demonstrate knowledge of Bank Secrecy Act, U.S Patriot Act, Office of Foreign Assets, and Right to Financial Privacy Act
  • Participate in meetings, conference calls, and events as assigned
  • Work to resolve client issues and complaints
  • Provide assistance and training to other colleagues
  • Open CDs and IRA
  • Accept Credit Card applications
  • Intermediate proficiency in Google Docs, PC, and Microsoft Office
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Removed mutilated currency from circulation.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Monitored and reported suspicious activity in line with bank security policies.

Education

Bachelor of Arts - Business Administration

Strayer University
06-2028

High School Diploma -

Emmett O'brien Technical High School
Ansonia, CT
01.2018

Skills

  • Analytical Solution Implementation
  • Collaborative Team Player
  • Detail-Oriented Work Ethic
  • Forward-Thinking
  • Exhibits Professional Courtesy
  • Strong Interpersonal Communication
  • Steadfast Reliability
  • Creative Problem-Solving
  • Meticulous Attention to Detail
  • Innovative Solution Finder
  • Efficiently Organized

Languages

Spanish
Limited Working

Timeline

Relationship Banker/Bank Officer

Truist Bank
05.2022 - Current

Bank Teller

Sikorsky Credit Union
01.2019 - 12.2021

Bachelor of Arts - Business Administration

Strayer University

High School Diploma -

Emmett O'brien Technical High School

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JAIDA NEGRON