Julissa Federman
Houston
Summary
Organized and detail-oriented Administrative Officer / Branch Manager with over 20 years of experience in banking operations, customer service, and team leadership. Skilled in branch management, employee development, compliance, and customer relations. Proven ability to manage high-volume transactions, lead successful sales initiatives, and maintain regulatory standards. Strong communicator with a passion for mentorship and operational excellence.
Overview
25
25
years of professional experience
Work History
Administrative Officer / Branch Manager
Texas Regional Bank
Houston
02.2022 - Current
- Oversee daily operations of the banking center, including staff supervision, hiring, and performance management.
- Lead sales initiatives, marketing efforts, and community outreach.
- Ensure adherence to federal banking regulations and internal policies.
- Train and mentor staff on financial products, compliance, and customer service.
- Foster a customer-centric culture and support operational excellence.
Head Teller II
Trustmark National Bank
Houston
07.2009 - 02.2022
- Supervised daily teller operations and coordinated scheduling to optimize workflow.
- Trained new employees on policies, procedures, and customer service standards.
- Approved transactions, resolved escalated issues, and maintained vault accuracy.
- Ensured compliance with legal requirements regarding cash limits and audits.
Relationship Banker / New Accounts Representative
Sterling Bank
Houston
01.2007 - 01.2009
- Opened new accounts and cross-sold bank products to personal and business clients.
- Delivered outstanding customer service and followed up with prospects.
- Handled account maintenance requests, including stop payments and safe deposit access.
Teller Supervisor / Frontline Manager
Sterling Bank
Houston
01.2000 - 01.2007
- Managed daily teller line operations and supervised a team of five.
- Balanced vaults, ATM, and teller cash dispensers; processed currency transaction reports.
- Supported branch manager with training, scheduling, and customer service needs.
- Cross-trained in wire transfers and account openings.
Education
Bachelor’s Degree - Teacher EC-6
LeTourneau University
Houston, TX12.2017
General Studies -
Houston Community College
Houston, TX01.2002
Electronics -
ITT Technical Institute
Houston, TX01.1996
Skills
- Bilingual: Spanish & English
- Banking Operations & Compliance
- Staff Supervision & Training
- Vault & Cash Management
- Customer Service Excellence
- Sales & Marketing Campaigns
- Microsoft Office Suite (Word, Excel, Outlook)
- Active Directory & Technical Support
- Administrative Support
- Relationship Building & Presentation Skills
Languages
- English, Fluent
- Spanish, Fluent
Timeline
Administrative Officer / Branch Manager
Texas Regional Bank
02.2022 - Current
Head Teller II
Trustmark National Bank
07.2009 - 02.2022
Relationship Banker / New Accounts Representative
Sterling Bank
01.2007 - 01.2009
Teller Supervisor / Frontline Manager
Sterling Bank
01.2000 - 01.2007
Bachelor’s Degree - Teacher EC-6
LeTourneau University
General Studies -
Houston Community College
Electronics -
ITT Technical Institute