Talented Operations Coordinator successful at supervising and directing daily efforts of project teams and developing effective work procedures and processes. Results-oriented and organized with extensive experience working in fast-paced environments to consistently meet operational targets.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Banking Center Operations Coordinator
First Horizon Bank
PALM BEACH GARDENS, FL
2024.10 - Current
Guided and supported junior team members to enhance team capabilities.
Leading daily team meetings to review performance, set targets and identify areas for improvement.
Developing reports on departmental performance metrics such as sales volumes, operational efficiency.
Coordinating with other departments within the bank to ensure seamless operations.
Managed daily operations and assigned tasks to staff members to optimize service delivery.
Maintained accurate records of all operational activities.
Coordinated daily operations to ensure efficient workflow and service delivery.
Generated reports detailing performance metrics and progress against goals.
Personal Banker
Wells Fargo Bank, N.A.
West Palm Beach, FL
2024.04 - 2024.10
Responded promptly to customer emails, phone calls and requests for information.
Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Participated in training sessions regarding new banking products or services.
Submitted loan applications to underwriting department for review and approval process.
Monitored progress of each loan application from start to finish ensuring timely completion.
Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Cross-sold banking products such as credit cards, loans and investments.
Provided guidance on how best to utilize online banking tools for maximum benefit.
Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
Recognized opportunities for cross-selling additional banking products or services.
Provided customer service to clients, including answering questions and resolving issues.
Associate Banker - ME
JPMorgan Chase
Delray Beach, FL
2021.07 - 2024.04
Ensured compliance with banking regulations and procedures in daily operations.
Perform all daily financial transactions on Teller Express accurately and efficiently while complying with Chase policies, procedures and regulatory banking requirements.
Vault Custodian experience.
Assisted customers with account opening and maintenance.
Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Resolved customer complaints and issues in a timely manner while adhering to bank policies and procedures.
Helped customers understand and use mobile applications and online banking.
Perform monthly teller drawer audits, and Vault and Teller Cash Dispense audits as required by branch.
Responsible for ordering cash for the vault and ATM machines within branch limits.
Travel Agent
Enchanted Disney Vacations
West Palm Beach, FL
2018.01 - 2021.07
Maintained accurate records of all customer accounts and transactions.
Established strong relationships with customers to increase customer loyalty.
Created customized travel packages for customers based on their preferences and budgets.
Researched destinations, transportation options, hotels, car rentals, and other travel services.
Provided price quotes for a variety of itineraries including airfare, hotel accommodations, car rental rates, and tour packages.
Developed and implemented strategies to increase customer satisfaction and loyalty.
Assistant Team Lead
Whole Foods Market Inc
West Palm Beach, FL
2017.07 - 2021.07
Guided team members in resolving complex technical issues, enhancing team's problem-solving skills.
Assisted in training new employees on company policies and procedures to ensure compliance and effective onboarding.
Created reports detailing project status updates for management review.
Coordinated with other departments to streamline workflow, facilitating collaboration and project success.
Ensured compliance with safety regulations and company policies.
Collaborated with management on developing strategic plans for achieving business goals.
Operations Manager and Building Safety Coordinator at University of Arizona Campus StoresOperations Manager and Building Safety Coordinator at University of Arizona Campus Stores