Jainy Oshana

• Managed and maintained accurate client records and documentation

• Scheduled appointments and coordinated care services efficiently

• Processed administrative paperwork while ensuring compliance with confidentiality policies

• Assisted with billing, invoicing, and data entry to support financial operations

• Communicated professionally with clients and caregivers to facilitate seamless service delivery

• Facilitated a wide range of financial transactions, including deposits, withdrawals, wire transfers, loan payments, and electronic fund transfers

• Processed various payment methods such as checks, money orders, and ACH transactions while ensuring accuracy and compliance

• Managed account services, including inquiries, updates, and fraud prevention measures

• Conducted cash balancing and performed audits to ensure regulatory compliance and operational accuracy

• Prepared and reviewed audit reports for monthly, quarterly, and annual assessments

• Trained and mentored new employees on banking procedures, compliance standards, and customer service excellence

• Provided support for online and mobile banking services, assisting clients with digital transactions and account management

• Executes proactive marketing initiatives aimed at attracting, retaining, and expanding the customer base.
• Completes daily planning activities as assigned to ensure efficient workflow.
• Delivers effective new customer onboarding and engagement by:
• Strengthening relationships with new customers.
• Introducing customers to the bank’s products and services.
• Addressing customer inquiries, such as how to use products and services, with timely follow-ups.
• Actively participates in acquiring consumer and business clients by:
• Utilizing targeted leads effectively.
• Self-sourcing new business opportunities.
• Managing and nurturing referral source relationships.
• Supports portfolio management efforts to retain, expand, and grow the number of portfolio customers within the banking center.
• Contributes to revenue growth within the banking center by meeting performance goals.
• Performs other duties as assigned to support the overall success of the team.

• Assessed customer needs and provided tailored financial solutions.

• Identified new client acquisition opportunities and promoted banking services.

• Conducted outbound calls to businesses to educate them on products and services.

• Managed cash handling, balanced cash drawers, and ensured compliance.

• Trained and mentored new Customer Service Representatives (CSRs).

• Handled administrative tasks, including scheduling, document management, and supply orders.

• Led CSR activities to meet monthly performance targets.

• Conducted daily, monthly, and quarterly audits for compliance and accuracy.

• Performed precise data entry and maintained organized records.

• Delivered exceptional customer service to enhance satisfaction and retention.

• Assisted clients with financial solutions and recommended suitable banking products.

• Supported branch operations, including employee scheduling and workflow coordination.

Team Leadership:

• Oversee, train, and motivate team members to meet sales goals and provide excellent customer service
• Delegate tasks and ensure team members follow company policies

Customer Service:

• Resolve customer concerns and handle escalated issues professionally
• Ensure a positive shopping experience for all customers

Sales and Merchandising:

• Assist in achieving sales goals and implementing promotional strategies
• Ensure the store is properly stocked and displays are well-maintained

Operational Tasks:

• Open and close the store, including managing cash registers and securing the building
• Monitor store safety and cleanliness

Scheduling and Reporting:

• Assist with creating work schedules and tracking employee attendance
• Report performance metrics and updates to upper management

Policy Compliance:

• Enforce Kohl’s policies and procedures
• Ensure loss prevention measures are in place

• Ensure all legal and regulatory documents are filed and monitor compliance with laws and regulations
• Assists with record keeping, scheduling, budget administration and facility management
• Maintaining all PC’s and routers daily
• Orders supplies and equipment to support back office
• Assists staff with basic laboratory facility organization, management and
• Maintenance issues related to safety, equipment utilization
• Lab operation, keys, building storage and BOAT activity awareness to the needs
• Assists with daily routine functions, answering phones and correspondence, interacting with visitors, arranging tours, and scheduling use of facilities and equipment, memo distribution
• Experience with Microsoft Suite
• Troubleshooting and helped staff with resetting their password and their hardware issues
• Installing, maintenance and updating new software’s on students’ computers

• Managed and maintained accurate client records and documentation

• Scheduled appointments and coordinated care services efficiently

• Processed administrative paperwork while ensuring compliance with confidentiality policies

• Assisted with billing, invoicing, and data entry to support financial operations

• Communicated professionally with clients and caregivers to facilitate seamless service delivery