Jessica Sandoval
Oroville,California
Summary
Banking professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
9
9
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank
Oroville, CA
08.2021 - Current
- Provide account information and answered customer inquiries in a timely manner
- Identify potential fraud cases and reported them to the supervisor.
- Explain banking procedures and regulations to customers accurately
- Process loan applications and verified documentation for accuracy
- Prepare daily activity reports for management review.
- Evaluate different aspects of operations to determine areas that could pose a possible risk
- Reviewe and monitored compliance with applicable laws, regulations, and policies to ensure compliance with regulatory requirements
- Conduct training for personnel regarding compliance standards and procedures
- Performe periodic reviews of existing processes and procedures to identify areas of improvement in terms of compliance standards
Operations Manager
Bank of the West
Oroville, California
09.2018 - 08.2021
- Managed team members to ensure achievement of company objectives and processes
- Achieved consistent success in meeting operations goals through the supervision and leadership of a team
- Established objectives for staff, monitored performance, and coached on strategies to improve results
- Contributed to the smooth execution of back office tasks, including hiring and employment procedures
- Completed performance reviews and suggested promotions to upper-level management for all associates
- Coached, trained, and developed employees in company policies and compliance requirements
- Oversaw daily operations with practiced eye, focusing on efficiency, team collaboration and process improvements
- Created culture of continuous improvement, inspiring employees to take action to solve problems
- Examined records, practices, reports, and documents to determine compliance status with required internal control procedures.
- Completed planned and surprise cash audits to verify counts and trace discrepancies.
Customer Service Representative
Bank of the West
Oroville, California
06.2015 - 06.2018
- Coordinated with team members to reach sales targets by supporting complete sales cycle
- Provided solutions, recommendations, and replacements, using an empathetic approach and demeanor
- Used upselling and cross-selling techniques to provide solutions to customer issues
- Completed and processed paperwork and records with attention to detail to ensure accurate entry of important data
- Trained and developed new team members on customer service initiatives and operational procedures
- Directed individuals on usage and benefits of self-service tools
- Answered calls or emails from customers and assisted with special requests or resolving complaints
- Supported branch in meeting goals by obtaining member referrals and taking ownership of member issues
- Responded to questions and followed up on customer complaints.
Education
High School Diploma -
Las Plumas
Skills
- Operations oversight
- Regulatory compliance
- Staff management
- Performance optimization
- Digital Project Leadership
Notary Public
- An official appointed by the State of California to serve the public an an impartial witness during completion of a notary.
Timeline
Client Relationship Consultant
U.S. Bank
08.2021 - Current
Operations Manager
Bank of the West
09.2018 - 08.2021
Customer Service Representative
Bank of the West
06.2015 - 06.2018
High School Diploma -
Las Plumas