KAYLA SALVATO
El Granada,CA
Summary
Client relations expert with strong communication skills, known for resolving issues quickly and maintaining positive, professional relationships. Detail-oriented specialist with a track record of handling high‑volume inquiries while delivering accurate, friendly interactions. Reliable and solutions‑focused service based representative experienced in troubleshooting, conflict resolution, and improving service excellence.
Overview
23
23
years of professional experience
Work History
Relationship Banker
Tri Counties Bank
Pescadero, California
05.2016 - Current
- Supported tri counties bank clients with deposit and lending product guidance.
- Opened checking, savings, and certificate accounts for new customers.
- Reviewed consumer loan and credit card applications for processing.
- Matched customer needs with suitable banking products and services.
- Supported branch operations with cash handling and teller coverage.
- Verified customer information for compliance and account maintenance.
- Referred clients to bankers and specialists for complex financial needs.
- Resolved account issues with clear, professional customer service.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Built long-term relationships with customers by providing personalized service and support.
- Educated clients about various banking products available at the institution.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Developed promotional strategies to attract new customers to the bank's products and services.
- Integrated marketing promotions and programs into conversations to educate and inform customers.
Senior Bank Teller
JPMorgan Chase
Woodside, California
02.2014 - 05.2016
- Processed cash deposits, withdrawals, and check cashing at JPMorgan Chase branch.
- Balanced teller drawer and verified daily cash totals for Chase banking center.
- Resolved customer questions about accounts, cards, and branch services.
- Promoted Chase products and referred clients to bankers for added support.
- Followed bank procedures for currency handling, identity checks, and fraud alerts.
- Opened and closed teller station while securing cash and records.
- Guided new tellers on Chase service standards and transaction procedures.
- Identified opportunities to refer customers to other lines of business within the bank.
- Reviewed account activity reports for suspicious activities or potential fraud cases.
- Ensured adherence to Bank Secrecy Act regulations during all transactions.
- Reconciled discrepancies between cash drawer totals and computer records.
- Provided assistance to colleagues when needed during peak times or busy periods.
- Maintained up-to-date knowledge of applicable laws and regulations governing financial institution activities.
- Managed daily banking operations, including opening and closing of the bank.
- Handled large volumes of cash accurately while performing transaction verifications.
- Assisted with training of newly hired tellers on operational processes.
- Participated in branch audits conducted by internal audit staff members.
- Balanced currency, coin and check transactions daily in compliance with established policies and procedures.
- Handled cash transactions, balanced cash drawers, performed loan payments, and issued cashier's checks.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Kept teller window areas clean, organized, and fully stocked.
Office Assistant
Salvato Orthodontics Lab
San Mateo, California
06.2011 - 01.2014
- Answered calls for orthodontic patients and referring dental offices.
- Entered patient information into office records and case tracking systems.
- Processed incoming and outgoing mail for lab and office operations.
- Prepared correspondence for dentists, patients, and vendor contacts.
- Assisted with billing tasks and payment follow-up for orthodontic services.
- Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
- Maintained an organized filing system of paper documents and electronic files.
- Answered incoming calls in a professional manner and directed callers to the appropriate personnel.
- Supported bookkeeping tasks such as invoicing and expense tracking.
- Maintained confidentiality of sensitive information and documents.
- Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
- Developed organizational filing systems for confidential customer records and reports.
Sales Associate
JPMorgan Chase
San Carlos, California
01.2010 - 05.2011
- Assisted JPMorgan Chase clients with account questions and service requests.
- Promoted banking products and services through consultative sales conversations.
- Verified client information and followed compliance procedures.
- Resolved customer concerns with clear, professional communication.
- Referred clients to specialists for lending and investment needs.
- Helped customers find specific products, answered questions, and offered product advice.
- Greeted customers and provided exceptional customer service.
- Handled customer complaints in a professional manner.
- Answered incoming telephone calls to provide store, products and services information.
- Worked with fellow sales team members to achieve group targets.
- Provided accurate information about products, prices and services.
- Built and maintained relationships with peers and upper management to drive team success.
Teller
JPMorgan Chase
San Carlos, California
01.2006 - 01.2010
- Processed deposits, withdrawals, and transfers in Chase branch systems.
- Verified customer identification and signatures for banking transactions at JPMorgan Chase.
- Balanced cash drawer and prepared end-of-day settlement reports.
- Counted, sorted, and secured currency, checks, and coin shipments.
- Assisted customers with account questions, card issues, and service requests.
- Promoted Chase banking products and referred customers to branch specialists.
- Applied compliance procedures for currency handling, fraud checks, and privacy rules.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Answered customer inquiries regarding bank products and services.
Assistant Manager
Hottopic
San Mateo, California
03.2004 - 01.2006
- Supervised store associates during Hot Topic peak sales periods and closing shifts.
- Coached team members on customer service and pop culture product knowledge.
- Managed sales floor presentation using Hot Topic visual merchandising standards.
- Monitored cash handling, register accuracy, and daily reconciliation procedures.
- Supported inventory processing, stockroom organization, and replenishment of featured merchandise.
- Assisted with scheduling, shift coverage, and daily task delegation.
- Trained new hires on store policies, POS use, and operational routines.
- Monitored employee attendance records, timekeeping, and payroll information.
Education
High School Diploma -
Hillsdale High School
San Mateo06-2005
Skills
- Deposit account opening
- Consumer lending review
- Cash handling
- Branch operations
- Bank compliance
- Relationship management
- Relationship building and management
- Business development
- Risk management
- Workplace training
- Problem solving
- Effective communication
- Supervision and leadership
- Critical thinking
- Problem resolution
- Decision-making
Timeline
Relationship Banker
Tri Counties Bank
05.2016 - Current
Senior Bank Teller
JPMorgan Chase
02.2014 - 05.2016
Office Assistant
Salvato Orthodontics Lab
06.2011 - 01.2014
Sales Associate
JPMorgan Chase
01.2010 - 05.2011
Teller
JPMorgan Chase
01.2006 - 01.2010
Assistant Manager
Hottopic
03.2004 - 01.2006
High School Diploma -
Hillsdale High School