Joesette Houpe

Responsible for assisting and educating clients on self-service options, building and deepening client relationships in identifying their life priorities and to assist the client in meeting their financial goals for the future. Assist Financial Center Manager in leading from the lobby, goal setting, and as senior associate be a leader to new associates in sales and operations.

• Increased cross-selling opportunities through identifying clients' needs and referring appropriate banking products.
• Provided support during audits by ensuring accurate documentation was maintained for all client interactions and business operations.
• Responsible for identifying and educating branch associates on risks and trends based off market analysis.
• Lead trainings and seminars for onboarding associates to develop and enhance their expertise in the banking industry and implement federal, state, and corporate standards.
• Resolved complex customer issues, resulting in increased trust and loyalty among clients.
• Supervised daily branch operations to ensure efficiency and compliance to corporate standards.

Oversaw teller operations to ensure efficient functioning of department. Handled all promotional activities, resolved client's account issues, prepare and submitted appropriate reports to Branch Manager. Prepared weekly schedules for associates to organize operations and meet the needs of clients.

• Enhanced operational efficiency by conducting regular audits, ensuring compliance with established policies and procedures.
• Conducted regular performance evaluations for staff members, providing constructive feedback aimed at professional development.
• Accountable for accuracy of individual tellers' daily transaction reports and assisted in "prove-out" activities.
• Consolidated and balanced daily transactions.
• Assisted Branch Manager with proper ordering, monitoring, and accounting of money supply with controlled access to vault.
• Responisble for supervising all opening and closing procedures of branch.

Responsible for ensuring that NPBC is in complaince with laws, rules and regulations associated with the Bank Secrecy Act, includingi suspicious activity review, research & reporting; identification of and monitoring of high risk customers.

• Thoroughly investigate and report susposicous activity from anti-money laundering software alerts in the monthly allotted timeframe; consult with Manager and Directoron the need to file a Suspicious Activity Report.
• Respond to referrals, subpoenas, and other sources as assigned.
• Assist in requested consultations from branches and various departments to address suspicious activities on demand.
• Retain and organize records for all of the above as required by corporate and regulatory polies.
• Managed 850+ case alerts per month