Nicole Escobar
Deer Park,TX
Summary
Skilled professional with a history of surpassing performance metrics and enhancing customer satisfaction. Strong leadership skills combined with strategic planning capabilities contribute to business success. Significant experience in the financial industry with a commitment to delivering quantifiable results. Focused on fostering positive customer experiences to support financial goals.
Overview
15
15
years of professional experience
Work History
eBranch Manager
WELLBY FINANCIAL
07.2024 - Current
- Ensure optimal delivery experience for members through effective financial guidance from team.
- Motivate member service representatives to meet sales and service targets consistently.
- Implement outbound calling strategies for team to enhance member relationships through needs assessments.
- Facilitate monthly coaching sessions to evaluate goals, achievements, and areas for growth. Provided solutions for performance enhancement based on identified learning opportunities.
- Maintain compliance with relevant banking regulations, including OFAC and BSA/AML standards.
- Assess branch performance metrics, identifying key areas for operational enhancements.
Financial Center Operation Specialist
INDEPENDENT FINANCIAL
06.2023 - 05.2024
- Perform and review Internal Control Program Procedures- Including, but not limited to: Quarterly Audits of Teller Cash Boxes, Vault and ATM Audit, Safe Deposit Box and Review reports in association to Safe Deposit Boxes. Audit Daily Logs to verify dual control is maintained.
- Work closely with Branch Manager to achieve branch goals, assist with team & self-development of products and bank knowledge. As well as ensure open and closing procedures are followed by TM.
- Adhere to MIL and CTR policies; obtain all needed information from client/non-customer.
- Review Teller transactions and account documents for compliance accuracy.
- Review reports daily to correct any transaction errors, or document errors for new accounts.
- Process account maintenance via workflow, open accounts (including Savings, Checking, IRA, CD, etc.), process deposits and withdrawals, order Debit Cards, process disputes, submit client wires request.
Assistant Manager, Area Branch Banker, Lead Teller
TEXAS BAY CREDIT UNION
01.2019 - 06.2023
- Executed daily branch operations to ensure safety and efficiency.
- Collaborated with BM and AVP to achieve branch goals and foster team development. Created engaging contests to motivate staff and drive branch performance.
- Provided coaching and guidance to enhance team knowledge of policies and procedures.
- Managed vault operations, including balancing, processing exchanges, and verifying funds. Processed teller transactions and addressed escalated member concerns promptly.
- Assisted members in achieving financial goals through account maintenance and inquiries.
- Conducted teller and branch audits, ensuring compliance and accuracy in cash handling.
Restaurant Manager
WHATABURGER
01.2017 - 12.2018
- Managed daily operations and team. Distribution of registers to team members based on shift placement. Maintained labor control standards to optimize operational efficiency.
- Resolved customer complaints promptly to ensure satisfaction and retention.
- Monitored and controlled weekly inventory and daily safe counts for accurate records.
- Processed daily deposits and executed end-of-day procedures effectively.
- Ordered products through Sygma database and verified quality upon delivery.
- Trained new employees, fostering self-sufficiency and adherence to safe food handling procedures.
Senior Teller
CHASE BANK
08.2013 - 12.2016
- Processed customer transactions efficiently and accurately.
- Promoted bank products to enhance customer financial wellness.
- Executed vault processing for teller exchanges and performed weekly vault balancing.
- Managed currency and supply orders for efficient branch operations.
- Conducted audits of tellers, approving transactions beyond new teller limits.
- Balanced daily cash drawers, receiving and verifying carrier deliveries.
Restaurant Manager
TACO CABANA
11.2011 - 03.2013
- Ensured effective implementation of safe food handling procedures.
- Managed daily inventory counts and allocated registers to team members based on shift requirements.
- Upheld labor control standards while utilizing Sygma database for efficient product ordering.
- Reviewed products upon delivery for quality assurance and compliance with company standards.
- Engaged with Shift Leads and Team Members to aid with their professional growth by conducting evaluations every six months.
- Collaborated with general manager on employee scheduling and recruitment efforts.
Education
Diploma -
PASADENA MEMORIAL HIGH SCHOOL
Pasadena, TX01.2009
Associate of Arts -
SAN JACINTO COLLEGE
Pasadena, TXSkills
- Management and leadership knowledge
- Microsoft Office proficiency
- Intermediate Spanish
- Banking platform expertise
- Consumer and commercial lending
- Compliance and operational standards
- Labor and food safety understanding
- Former NMLS Licensed
- Former Notary Public, State of Texas
Timeline
eBranch Manager
WELLBY FINANCIAL
07.2024 - Current
Financial Center Operation Specialist
INDEPENDENT FINANCIAL
06.2023 - 05.2024
Assistant Manager, Area Branch Banker, Lead Teller
TEXAS BAY CREDIT UNION
01.2019 - 06.2023
Restaurant Manager
WHATABURGER
01.2017 - 12.2018
Senior Teller
CHASE BANK
08.2013 - 12.2016
Restaurant Manager
TACO CABANA
11.2011 - 03.2013
Diploma -
PASADENA MEMORIAL HIGH SCHOOL
Associate of Arts -
SAN JACINTO COLLEGE