Rita Franco
Lakewood,CO
Summary
Proven leader in the banking sector, adept at driving growth and enhancing customer satisfaction at BOK Financial. Specializes in cross-selling products and fostering teamwork, with a track record of developing innovative lending solutions and reducing risk. Demonstrates exceptional communication and problem-solving skills, contributing to continuous improvement and sales increases.
Overview
10
10
years of professional experience
Work History
Business Banker
BOK Financial
01.2022 - Current
- Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
- Coordinated with various departments to ensure seamless delivery of banking services across all channels.
- Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
- Conducted comprehensive financial analyses to identify opportunities for business expansion and risk mitigation.
Lead Teller
Key Bank
05.2017 - 01.2022
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Replenished ATM funds in empty canisters prior to validation process.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
- Introduced customers to other bank team members to help meet financial needs.
- Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Boosted branch sales with proactive product recommendations based on customer needs.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Answered inquiries regarding checking and savings accounts and other related products.
- Improved overall branch performance by sharing best practices and collaborating with coworkers to address areas of opportunity for growth.
- Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Increased efficiency of transaction processing by utilizing technology advancements within the banking platform.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Trained new hires on customer service policies and procedures.
- Handled various accounting transactions.
- Cross-sold credit cards, loans and other bank products.
- Executed wire transfers, stop payments and account transfers.
Lead Bank Teller
Chase Bank
02.2015 - 03.2017
- Trained junior tellers in best practices for client interactions, upholding excellent standards of service quality across the team.
- Oversaw teller staff scheduling to maintain appropriate coverage during business hours.
- Maintained cash drawer accuracy, effectively balancing daily deposits and withdrawals.
- Streamlined teller operations for improved efficiency and reduced wait times.
- Managed high-volume transactions during peak periods while maintaining composure under pressure.
- Provided exceptional customer service, consistently receiving positive feedback from clients and supervisors alike.
- Ensured compliance with federal regulations, adhering to strict guidelines for accurate reporting.
- Implemented security measures to protect bank assets, reducing instances of fraud and theft.
- Developed strong rapport with clients, maintaining long-term relationships and trust in the bank''s services.
- Coordinated with management to develop strategies for improving branch performance.
- Conducted regular audits of teller cash drawers, ensuring proper handling procedures were followed at all times.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Replenished ATM funds in empty canisters prior to validation process.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Executed wire transfers, stop payments and account transfers.
- Educated customers on online banking and mobile banking applications.
- Cross-sold credit cards, loans and other bank products.
- Handled various accounting transactions.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Monitored and verified suspicious activity on customer accounts.
- Referred customers to other banking departments for specialized services.
- Trained new hires on customer service policies and procedures.
- Processed applications for new accounts.
Education
High School Diploma -
INGLEWOOD HIGH SCHOOL
Inglewood, CA06.1989
Skills
- Cross-Selling Products
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Multitasking
- Multitasking Abilities
- Reliability
- Excellent Communication
- Team Leadership
- Adaptability and Flexibility
- Know Your Customer
- Risk Assessment
- Continuous Improvement
- Product and Service Sales
Timeline
Business Banker
BOK Financial
01.2022 - Current
Lead Teller
Key Bank
05.2017 - 01.2022
Lead Bank Teller
Chase Bank
02.2015 - 03.2017
High School Diploma -
INGLEWOOD HIGH SCHOOL
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