Summary
Work History
Education
Skills
Timeline
Generic

Juana Pereira

Spring

Summary

Results-driven and detail-oriented professional seeking to leverage expertise in cash management, compliance adherence, and data reconciliation. Committed to enhancing operational efficiency and accuracy while supporting cross-functional collaboration within a dynamic financial environment.

Work History

Assistant Branch Manager

Chase Bank
2016 - 2022
  • Supervised and coached Associate Bankers to ensure accurate transaction processing, exceptional customer service, and effective referral generation to platform Bankers
  • Scheduled operations staff based on customer traffic patterns and branch hours; supported frontline operations during peak volume periods
  • Collaborated with the Branch Manager to drive improvements in branch performance, including sales, service metrics, and operational efficiency
  • Communicated branch performance updates and strategic priorities to the team in partnership with the Branch Manager, fostering alignment and accountability
  • Supported recruitment, hiring, and onboarding for all branch roles to maintain optimal staffing and service levels
  • Assisted with account openings and provided customer support during high-traffic periods to ensure seamless service delivery
  • Oversaw branch operations and staff performance in the Branch Manager’s absence, maintaining business continuity and service standards

Associate Banker

Chase Bank
2004 - 2016
  • Greeted and engaged clients upon entry, efficiently managing lobby traffic to ensure a seamless customer experience
  • Performed daily branch operations, including managing cash handling devices and ensuring strict adherence to bank policies and compliance standards
  • Conducted proactive client outreach to assess satisfaction, strengthen relationships, and introduce tools aligned with clients’ banking and investment goals
  • Mentored and supported the development of new Associate Bankers by championing skill-building and assisting in onboarding and training
  • Educated clients on self-service technology options to enhance digital adoption
  • Shared best practices across multiple branches to drive consistency and improve overall customer experience

Education

Bachelor of Science - Criminal Justice

University of Houston - Downtown
12-2008

Skills

  • Cash Handling
  • Payment Reconciliation
  • Compliance & Audit Support
  • Bilingual (Spanish/English)
  • Advanced Excel & Microsoft Office
  • Customer Service
  • Process Optimization
  • Organized & Analytical

Timeline

Assistant Branch Manager

Chase Bank
2016 - 2022

Associate Banker

Chase Bank
2004 - 2016

Bachelor of Science - Criminal Justice

University of Houston - Downtown