RAQUEL ASSIS
Carle Place
Summary
Dynamic operations leader with a proven track record at J P Morgan Chase, excelling in operational efficiency and scheduling coordination. Proven efficiency with the ability to quickly learn and navigate any computer programs needed. Strong organizational skills complemented by a commitment to team development and customer satisfaction. Dependable, ethical and highly confidential in handling sensitive information and interacting with senior management.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Branch Operations Lead
J P Morgan Chase
Plainview, NY
01.2024 - Current
- Oversaw compliance with regulatory standards, ensuring adherence to industry best practices in operations.
- Managed daily operations, ensuring timely delivery of high-quality products and services to clients.
- Interacted well with customers to build connections and nurture relationships.
- Assisted in recruiting, hiring and training of team members.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Organized and detail-oriented with a strong work ethic.
- Managed time efficiently in order to complete all tasks within deadlines.
- Maintained detailed administrative process and procedures to drive efficiency and accuracy by holding weekly LAO meetings with the manager strategizing a weekly plan to ensure branch was successful in controls
Lead Associate Operations
J P Morgan Chase
Plainview, NY
10.2020 - 12.2023
- Managed branch scheduling for all staff, ensuring accurate updates to manager's calendar regarding absences.
- Addressed customer complaints and implemented effective solutions to enhance satisfaction.
- Assisted branch management in achieving operational excellence through timely completion of the ICSC and adherence to regulatory standards.
- Conducted training sessions for new hires to ensure adherence to customer service policies and procedures.
- Supported branch manager in daily operations by monitoring branch dashboard and ensuring team accountability for error resolution.
- Identified and resolved issues to optimize operations and ensure high-quality service delivery.
- Supported operational efficiency by engaging with team members to guarantee all training sessions were successfully conducted.
Lead Teller Operations Supervisor
J P Morgan Chase
Deerfield Beach, FL - Hampton Bays And Nanuet, NY
02.2006 - 09.2020
- Supervised daily operations of teller staff, ensuring adherence to policies and procedures.
- Trained and mentored new tellers on customer service best practices and transaction processing.
- Implemented process improvements that enhanced transaction efficiency and reduced wait times.
- Analyzed customer feedback to identify areas for service enhancement and team development.
- Monitored cash handling activities, identifying discrepancies and implementing corrective actions.
- Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.
- Assisted branch manager in overseeing all facets of branch operations, ensuring adherence to loss control compliance and audit standards.
Teller
J P Morgan Chase
Deerfield Beach, FL
04.2005 - 01.2006
- Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Managed cash drawer, maintaining accuracy in handling deposits and withdrawals.
- Collaborated with team members to optimize branch workflow and enhance customer satisfaction.
- Managed cash flow, balancing teller drawers accurately at end of each shift.
- Counted cash drawers and made bank deposits.
- Conducted regular performance evaluations for teller staff, identifying areas for improvement.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Streamlined transaction process, allowing for quicker service and reduced wait times for customers.
Sales Associate
TJX Companies
Deerfield Beach, FL
10.2004 - 03.2005
- Resolved customer inquiries and complaints promptly, fostering loyalty and satisfaction.
- Collaborated with team members to streamline operations and improve workflow efficiency.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Secretary
Protran, Philips and Refinacoes De Milho
Sao Paulo, Brazil
02.1986 - 01.1991
- Managed scheduling and correspondence to ensure efficient office operations.
- Organized and maintained filing systems for critical documents and records.
- Coordinated meetings, including venue arrangements and participant communications.
- Developed and implemented office procedures to enhance workflow efficiency.
- Maintained daily report documents, memos and invoices.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
- Coordinated travel arrangements for senior staff, ensuring smooth business trips with minimal disruptions.
- Managed incoming and outgoing correspondence, maintaining confidentiality and timeliness.
- Managed filing system, entered data and completed other clerical tasks.
Education
High School Diploma -
Visconde De Cairu
Sao Paulo, BrazilSkills
- Operational efficiency
- Scheduling coordination
- Controls Knowledge
- File organization
- Sensitive information management
- Organizing and categorizing
Certification
Notary Public
Languages
Spanish
Limited Working
Portuguese
Native or Bilingual
Timeline
Branch Operations Lead
J P Morgan Chase
01.2024 - Current
Lead Associate Operations
J P Morgan Chase
10.2020 - 12.2023
Lead Teller Operations Supervisor
J P Morgan Chase
02.2006 - 09.2020
Teller
J P Morgan Chase
04.2005 - 01.2006
Sales Associate
TJX Companies
10.2004 - 03.2005
Secretary
Protran, Philips and Refinacoes De Milho
02.1986 - 01.1991
High School Diploma -
Visconde De Cairu