Jennifer Horta
Brawley ,CA
Summary
Dynamic Universal Banker and Supervisor with a proven track record at Sun Community Federal Credit Union and Bed Bath & Beyond. Excelled in enhancing customer relationships and boosting sales revenue through effective staff management and operations optimization. Skilled in cash handling and staff training, demonstrating a strong ability to meet and exceed employer expectations.
Overview
16
16
years of professional experience
Work History
Universal Banker
Sun Community Federal Credit Union
12.2021 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Submitted loan applications to underwriter for verification and recommendations.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
Supervisor
Bed Bath & Beyond
02.2008 - 07.2021
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Monitored workflow to improve employee time management and increase productivity.
- Maintained compliance with company policies, objectives, and communication goals.
- Increased sales revenue by developing and implementing effective sales strategies.
Education
High School Diploma -
Brawley Union High School
Brawley, CA06.2007
Skills
- Branch operations
- Cash handling proficiency
- Electronic Funds Transfer
- Customer Needs Assessment
- Staff Management
- Operations Management
- Staff Training and Development
- Sales management
Timeline
Universal Banker
Sun Community Federal Credit Union
12.2021 - Current
Supervisor
Bed Bath & Beyond
02.2008 - 07.2021
High School Diploma -
Brawley Union High School
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