Rachelle Ramirez
Santa Maria,California
Summary
Experienced manager with a strong ability to lead and improve operations through effective employee motivational strategies and robust policy enforcement. Deep understanding of best practices, market trends, and industry regulatory requirements. Recognized for analytical thinking, business planning skills, and day-to-day problem-solving prowess.
Overview
13
13
years of professional experience
Work History
Banking Service Officer
Mechanics Bank
San Luis Obispo, CA
08.2023 - Current
- Addressing and resolving customer complaints or concerns promptly.
- Performed various customer transactions such as teller tasks, handling large cash amounts, and managing safe deposit box duties.
- Contributes to business growth by identifying sales opportunities during routine client interactions.
- Responsible for administering self-audit checklist, approving daily reports, verifying cash-on-hand balances, and improving overall operational quality of the branch.
- Leveraged team collaboration with Branch Manager to design and implement a comprehensive strategic plan aimed at achieving branch success. Contributed to areas such as business development, customer retention enhancement, and employee professional growth.
- Conducted performance assessments, implemented disciplinary measures and suggested promotions for staff members.
- Facilitated daily huddles with branch management and actively participated in routine branch operational meetings.
- Showcased commitment to community by actively participating and leading in CRA activities.
CALL CENTER SUPERVISOR
COASTHILLS
Santa Maria, CA
08.2018 - 08.2023
- Utilized in-depth knowledge of Credit Union's products and services to effectively train and motivate staff for successful cross-selling
- Contributed to the successful launch of new products and programs, elevating member service and promoting business development
- Ensured effective management of team members.
- Facilitates effective training and encourages regular communication through weekly staff meetings.
- Evaluates staff's work performance through coaching sessions and call evaluations
- Maintained responsibility for staff scheduling and overseeing workflow
- Ensured effective communication between branches and upper management by preparing month end reports, productivity reports, and attending management meetings.
TREASURY SUPPORT
RABOBANK
10.2014 - 08.2018
- Implemented Treasury Management product and service requests
- Processed routine banking transactions for the bank's Treasury Management clients and assisted in resolution of issues and concerns
- Monitor and managed multiple email inboxes for incoming requests and communication
- Adhere to bank's security and audit procedures
- This includes creating, reviewing and updating bank procedures
- Managed Bankruptcy Management Client portfolio and maintained risk management processes
- Participate in ongoing process improvement and efficiency initiatives within the team.
OPERATIONS SPECIALIST III
RABOBANK
05.2014 - 10.2014
- Assist with the day-to-day coordination of the department functions
- Actively participated in ongoing process improvement and efficiency initiatives
- Receive and review incoming work, entering transactions, verifying accuracy preparing, editing, distributing and/or correcting complex documents
- Responsible for directing priority escalations and handling the inquires to the department
- Organized and completed work accurately in accordance with established measures/ deadlines and assigned goals
- Completion of assigned data entry to various bank systems for the completion of job function
- Provides excellent customer service to internal and external clients.
SR. BANKING SERVICES REPRESENTATIVE
RABOBANK
09.2011 - 05.2014
- Performed routine teller transactions, new account transactions and worked directly with clients
- Provided comprehensive deposit services to individual, fiduciaries and small businesses in the branch
- Promoted the full range of deposit products and services that best meet customer's needs
- Assisted customers with account maintenance and other complex account issues
- Resolved concerns presented by the customers
- Reviewed customer transactions for red flags or fraudulent items
- Completed required compliance training in a timely manner.
Education
Skills
- Cross-Selling and Up-Selling
- Written and verbal communication
- Proficient in Microsoft Suite
- Collaboration and Teamwork
- Problem-Solving
- Attention to Detail
- Active Listening
- Customer Service
Timeline
Banking Service Officer
Mechanics Bank
08.2023 - Current
CALL CENTER SUPERVISOR
COASTHILLS
08.2018 - 08.2023
TREASURY SUPPORT
RABOBANK
10.2014 - 08.2018
OPERATIONS SPECIALIST III
RABOBANK
05.2014 - 10.2014
SR. BANKING SERVICES REPRESENTATIVE
RABOBANK
09.2011 - 05.2014