Karen Rodriguez

Track daily student attendance; Maintain building calendar and assure compliance with scheduling policies; Maintenance liaison to Maintenance Director; Open/sort mail; Maintain accurate and up-to-date billing and reconciliation of parent payments through EZ Care; Reconcile petty cash; distribute petty cash; Maintain staff list and Parent Advisory Board list; Send ordering requests to Purchasing Manager per policy (2x/month); Set policy on copy machine use and enforce policies regarding the use; and Liaison between outside organizations and your building.

Support Head of School in developing and maintain a positive school culture in the building; Support Head of School/Staff/Parents with student disciplinary issues; Support Director of Athletics with all sports (Upper); Supervise inventory system to assure adequacy of classroom supplies; Schedule field trips and provide for transportation, payment and record keeping; Administer to sick or injured children; Update schedule changes for transportation and extended day and transmit billing information in EZ Care; Support students/parents with summer camp enrollment; and Under the Director of Placement, facilitate the High School Placement process for students (Upper).

Communicate with parents regarding absences, recruitment for programs; Parent Advisory Board liaison and assist Head of School; Assist with Open House; Facilitate Spanish-speaking parent groups; Coordinate Parent Conferences and translations; Coordinate parent mailings; SPED follow through-register, forms, etc.; Supervise enrollment process including lottery (ELC); and Support Director of Placement with HS parent meetings (Upper).

· Process billing function according to EEC regulation

· Preform Quality Control on proofing and data entry

· Technical assistance on data entry and proofing to Provider Services Specialist

· Processing and mailing RFR’s to providers

· Coordinate training sessions for providers quarterly

· Back up to assist on ICC data entry

· Assure that checks are expedited on a timely basis

· Assist Manager of Provider Services with submitting monthly invoice to EEC.

· Attend the PUG (Power User Group) meetings

· Enter into voucher agreements and maintain provider files per EEC.

· Develop voucher Provider newsletter

· Conduct on site provider monitoring

· Provide technical assistance on licensing, QRIS and EEC initiatives

· Recruit quality providers

· Entry of required information into Naccrraware

All other duties as assigned

• Under the direction of the branch manager, assist with the daily management of the banking office and staff
• Responsible for achieving personal sales goals and proactively guiding sales activities
• Manage customer service levels within the branch, also responsible for the daily operations of the branch
• Responsible for opening and closing of the office and making sure all policies and procedures are adhered to
• Responsible for ordering all branch supplies
• Process teller transactions, offer bank's products and services
• Responsible for vault management, branch schedules and other such duties
• Responsible for all the Marketing of the branch
• Review BSA and MIL reports on daily basis.

• Conducts audits on a regular monthly basis and more frequently if needed
• Monitors cash-on-hand, drawer limits, check cashing guidelines and security procedures
• Counsels CSRs, prepare disciplinary notices, writes and delivers performance appraisals
• Ensures that all Branch work is accurate before it leaves the branch
• Ensures that all CSRs are fully trained and acclimated to their jobs
• Handling over/short statuses as well as ensuring compliance to policies and procedures in areas such as check cashing account withdrawals, etc
• Helps reconcile branch settlement difference
• Manages sales referral goals on an individual basis as well as for the team
• Manages the branch in the absence of the BM as directed
• Supervising the teller line and all platform operations
• Works with CSRs to be sure that policies and procedures are understood and followed
• Reported BSA and MIL on a daily basis, helped csr's file report for accuracy and compliance.

• Demonstrates a proven track record of developing and maintaining customer relationships by selling bank products and providing excellent customer service
• Expand and retain customer relationships, actively cross sell and resolve customer problems quickly and efficiently with little directive or supervision
• Meet all goals, actively participated in all sales activities in the branch, and assisted in coaching new PBRs
• Developed and deepened customer relationships by providing outstanding customer service following a focused cross-sell strategy
• Met all sales goals and actively participated in all sales activities in the branch
• Served as a coach to other Platform team members within the branch and supported the Branch Manager and Branch Operations Manager in establishing weekly sales activity plans designed to impact the overall performance of the branch
• Managed customer portfolios and cross-sold Sovereigns products & services
• Reviews customer information to pro-actively recommend and sell products or services to the customer and responds to all customer inquiries and concerns to create positive solutions.

• Efficiently processes both the paying and receiving of customer transactions in a timely manner
• Takes responsibility for delivering World Class Customer Service which meets and exceeds the customer's expectations
• Processes ATM transactions and assists in settlement
• Meets teller referral goals.