Janelle Moreno

Provide effective coaching, provide effective feedback to drive operational excellence.

evaluate efficiencies and identify areas of improvement and growth to overall process; identifying data, metrics and key performance indicators to measure process effectiveness.

opportunity and inclusion champion - create an inclusive team where members are treated fairly and respectfully.

recruit, onboard and develop talent,

Delivers results through effective team management, structure and routines.

Aligns bank priorities and strategies to employee metrics and goals and strives to recognize, encourage and improve team performance to support an inclusive environment.

• I lead the strategic management of a diverse portfolio of 30 clients, ensuring alignment with their long-term goals and consistently delivering high-impact solutions.
• Responsible for end-to-end implementation, servicing, and operations of all treasury and depository solutions for corporate, commercial and business banking clients globally as well as treasury operations in Canada, EMEA, Latin America and Asia.
• Identify, resolve and discover root causes through research and analysis to provide solutions in a timely manner
• Primary point of contact for high-revenue clients by providing responsive and knowledgeable servicing and technical assistance to resolve complex/time-sensitive requests.

• Successfully managed pipeline of 30-40 loans per month
• Reviewed complex income sources to ensure client had the capacity to repay loans
• Income sources include, but are not limited to, salary, wages, self-employment, rental income, interest/dividends, and child support/alimony.
• Requested loan verification documents and coordinated follow-ups with clients and team members.
• Document reviews include personal and business tax returns, profit/loss statements, divorce, lien releases, titles, payoffs, etc

• Consistently met/exceeded sales quotas on a monthly, quarterly, and yearly basis.
• Evaluated employee performance, provided feedback, and implemented improvement strategies.
• Observed and evaluated employee performance, providing feedback, and helping to implement improvement strategies.
• Assist with the achievement of year-over-year profitability through daily expense management, consistent with the branch P&L statement.
• Contributed to year-over-year profitability through daily expense management aligned with branch P&L statement.
• Cultivated relationships with internal and external stakeholders by actively engaging in problem-solving efforts.

• Directs and controls all in-store activities to achieve sales and profitability targets, and to ensure long-term business growth in accordance with company philosophy, and establishes policies and procedures.
• Achieved/exceeded all financial and operational objectives with regard to expense control, loss prevention audit/checklist, and weekly report reporting.
• Achieved/exceeded personal and store sales goals, and performance met.
• Coach and develop staff to provide a world-class shopping experience.
• Connect with our customers by meeting and anticipating their needs.
• Monitor and maintain compliance with all policies and procedures.
• Executed visual merchandising strategies to enhance product displays and attract customer attention.
• Coached staff through immediate feedback and conducted monthly development sessions.

• Developed and implemented strategic plans to achieve company objectives.
• Reviewed completed work to verify consistency, quality, and conformance.
• Conducted performance evaluations, providing feedback and coaching for team development.
• Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
• Oversaw daily operations, maintenance, and administration of various properties.
• Mediated conflicts between employees and facilitated effective resolutions to disputes.

• Meet/exceeded sales quotas
• Visual merchandising
• Provide maintain a superior level of customer service
• Train and develop new associates
• Cash management / loss prevention