Summary
Overview
Work History
Education
Skills
Work Availability
Accomplishments
Certification
Work Preference
Timeline
Generic

Kathy Estalilla

Spring,TX

Summary

Dynamic leader with a proven track record at JP Morgan Chase, enhancing team productivity and reducing operational costs through innovative initiatives. Skilled in operational efficiency and motivational leadership, adept at workforce management and problem-solving. Demonstrates exceptional analytical thinking and adaptability, driving significant improvements in client service and team performance.

Overview

10
10
years of professional experience

Work History

Branch Operations Lead

JP Morgan Chase
11.2023 - Current
  • Enhanced team productivity by providing ongoing training and development opportunities.
  • Implemented proactive approach to problem-solving, addressing potential issues before they impacted workflow.
  • Answered and screened calls to provide information, schedule appointments and take detailed messages.
  • Upheld the highest standard of confidentiality when handling sensitive information related to clients'' personal or business affairs.

Associate Banker Market Expansion

JP Morgan Chase
02.2023 - 11.2023
  • Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
  • Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
  • Enhanced customer trust by consistently providing accurate financial advice and solutions to meet their needs.
  • Analyzed daily financial transactions to ensure accuracy and integrity of bank's financial records.

Associate Banker

JP Morgan Chase
08.2022 - 02.2023
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Balanced teller drawers and ATM cash.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Referred customers to other banking departments for specialized services.

Branch Operations Services Staff II

Educational Employees Credit Union
09.2018 - 10.2021
  • Collaborated with managers to maintain workflow with little to no supervision, multitasks, and ability to rotated between various areas of the market region.
  • Support and promote a successful sales culture by identifying the needs of the membership and cross-selling the appropriate Credit Union products.
  • Contributed to branch success through active participation in sales initiatives and promotional events.
  • Perform all teller duties including deposits, loan payments, handling cash, balancing teller drawer, servicing accounts, open new membership accounts, and service consumer loans.

Financial Services Representative III

Educational Employees Credit Union
03.2018 - 09.2018
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Built and established relationships with clientele to improve future business opportunities.

Financial Services Representative II

Educational Employees Credit Union
10.2014 - 03.2018
  • Conducts a variety of customer service tasks which may include providing account balances, transferring funds, tracking deposits, various record changes, and opening new accounts.
  • Maintain confidentiality, gathering relevant information and analyzing data.
  • Support and promote a successful sales culture by identifying the needs of the membership and cross-selling the appropriate Credit Union products.

Education

Bachelor of Arts - Social Work

University of California, Fresno
Fresno
05-2014

Skills

  • Operational efficiency
  • Motivational attitude
  • Scheduling coordination
  • Workforce management
  • Management
  • Analytical thinking
  • Time management
  • Problem-solving abilities

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Supervised team of 8 staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.

Certification

  • CNP - Certified Notary Public

Work Preference

Work Type

Full TimePart Time

Location Preference

Remote

Important To Me

Work-life balanceFlexible work hoursWork from home optionHealthcare benefitsPersonal development programsPaid time off401k matchPaid sick leaveCareer advancementCompany Culture4-day work week

Timeline

Branch Operations Lead

JP Morgan Chase
11.2023 - Current

Associate Banker Market Expansion

JP Morgan Chase
02.2023 - 11.2023

Associate Banker

JP Morgan Chase
08.2022 - 02.2023

Branch Operations Services Staff II

Educational Employees Credit Union
09.2018 - 10.2021

Financial Services Representative III

Educational Employees Credit Union
03.2018 - 09.2018

Financial Services Representative II

Educational Employees Credit Union
10.2014 - 03.2018

Bachelor of Arts - Social Work

University of California, Fresno

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Kathy Estalilla