Seasoned Operations Lead with focus on optimizing productivity and efficiency. Demonstrated capability in leading teams, managing operations, and implementing process improvements. Known for strong leadership skills, strategic planning abilities, and commitment to achieving operational excellence.
Overview
8
8
years of professional experience
Work History
Branch Operations Lead
JPMorgan Chase
King Of Prussia, PA
10.2020 - Current
Assisted customers with transactions while enhancing their banking experience.
Implemented self-service options for 24/7 account access, improving customer satisfaction.
Managed lobby traffic and welcomed clients to foster a positive branch environment.
Scheduled reviews of branch operations to ensure adherence to updated policies.
Collaborated with Branch Manager to cultivate an engaging and dynamic branch culture.
Introduced clients to branch team members for personalized financial support.
Oversaw cash management tasks, including cash vault and ATM operations, in compliance with policies.
Engaged customers by scheduling and managing client meetings effectively.
Customer Service Associate 1
Republic Bank
Philadelphia, Pennsylvania
09.2019 - 09.2020
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
Identified sales opportunities and referred customers to branch partners in financial services.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Processed quarterly Vault and ATM audits with zero error rate.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Money Zone Champion – Visited local schools to teach financial literacy to young children
Teller
TD Bank
Philadelphia, Pennsylvania
09.2017 - 02.2019
Assisted customers in opening new accounts and completing required paperwork.
Balanced cash drawers on a daily basis.
Explained the features of various banking products available to customers.
Maintained accurate records of all transactions for compliance purposes.
Processed wire transfers for customers both domestically and internationally.
Verified customers' identification to ensure compliance with laws and regulations.
Handled large volumes of currency quickly and accurately with minimal errors.