Seasoned financial and insurance leader with extensive expertise at USAA, BBVA, and Navy Federal Credit Union. Adept in regulatory compliance, customer service excellence, and strategic problem resolution, leveraging advanced Microsoft Office skills and SHRM certification to drive team performance and operational efficiency. Passionate about mentoring and fostering innovative solutions to enhance client satisfaction and business outcomes.
Diamond Award Winner 2022, Made for Excellence Award September 2022, Making a Difference Award May 2021, Trained new tellers on branch operations, cash management, and regulatory compliance, Oversaw multi-currency operations, ensuring adequate funds for business needs through precise forecasting and analysis., Fostered a culture of compliance, guiding tellers to adhere to federal regulations and company policies., Developed comprehensive training programs for new tellers, enhancing their proficiency in branch operations and regulatory compliance., Streamlined cash management processes, significantly reducing errors and improving operational efficiency., Monitored banking associate calls for regulatory compliance, delivering comprehensive reports on error patterns to management for strategic improvements., Contributed to policy development, ensuring alignment with federal and company regulations while fostering a culture of compliance among team members., Developed detailed compliance error reports, enabling management to implement targeted training programs and enhance overall service quality., Proposed and implemented new quality assurance metrics, leading to more effective performance evaluations and improved customer satisfaction.