Kasey Berganza

• Process financial transactions including deposits, withdrawals, and loan payments with accuracy and efficiency.
• Deliver outstanding service to members by answering inquiries, resolving issues efficiently, and offering financial solutions.
• Ensure compliance with banking regulations and maintain accurate cash handling procedures.
• Provide account statements, support debt payments, and promote trust and loyalty through professional member interactions.

• Led daily floor operations, supported multiple departments, and trained new team members to ensure high service standards.
• Delivered exceptional customer experiences, handled returns, purchases, and inquiries with professionalism.
• Managed registers and ensured accurate cash transactions.
• Fostered a positive team environment, improving workflow and efficiency.

• Unloaded and organized merchandise to prepare the store for opening.
• Operated warehouse equipment (Ballymore lift certified).
• Maintained product displays to improve operational flow and customer experience.

• Managed front desk operations including phone calls, scanning, filing, and data entry.
• Maintained an organized, professional, and welcoming environment for clients and tenants.

• Supported sales transactions, managed customer service, and handled cash transactions.
• Assisted with construction and cleaning tasks, demonstrating versatility and reliability.

• Assisted members with daily financial transactions, including deposits, withdrawals, transfers, and loan payments.
• Supported clients with account transformations, payment adjustments, and digital banking troubleshooting.
• Opened and closed checking, savings, and certificate accounts, ensuring all transactions met federal banking regulations.
• Guided members through loan applications, pre-approvals, and refinancing options, providing clear and professional support.
• Referred members to financial advisors for retirement planning, investment guidance, and educational savings options to help them grow their financial portfolios.
• Maintained accuracy and confidentiality while handling sensitive financial information.
• Delivered bilingual service, ensuring accessibility and trust among all members.

Payroll & Administrative Assistant

• Assisted with weekly payroll processing for employees, ensuring accurate hours and timely payments.
• Managed and organized timesheets, verified work hours, and communicated with staff to resolve discrepancies.
• Created, reviewed, and sent professional emails, including schedules, reminders, and administrative updates.
• Approved and tracked vacation requests, maintained attendance records, and coordinated weekly staffing needs.
• Supported daily office operations by organizing documents, managing files, and maintaining clear communication with team members.
• Demonstrated strong responsibility, confidentiality, and reliability in handling sensitive employee information.