Tara Romero

*Promptly greets members personally as well as via the telephone to assist with members financial needs and transactions.

*Scheduling appointments while updating members information.

*Verifying member information and uploading and organizing documents to members profiles.

*Process members financial transactions including Deposits, withdrawals, Automatic payments, Loan Payments, Transfers, Cashiers checks, Printing statements, and ordering checks.

* Builds Relationships with members to help and identify which products can help meet their financial needs.

* Listens and responds to any problems or complaints the member may have.

*Balance Cash Drawer and Vault

*Help with the daily opening and closing procedures

*Helps with shipment and ordering of cash

* Maintains and helps with loading cash into TCR and Reconciling Overflow.

*Help members with Notaries.

*Providing Excellent Customer service.

*Responsible for making employee schedules weekly as well as any time off requests and covering shifts to
meet a labor standard and ensuring adequately staffed shifts

*Review employee timecards as well as editing any payroll changes and submitting payroll bi-weekly.

*Responsible for providing a positive environment with opportunities for growth and improvement as an
individual and team.

*communicating between shifts, expectations to crew and co-workers, image standards, as well as hands on
coaching via one on one communication

*Overseeing proper cash handling procedures as well as counting deposits and delivering them to the bank as well as deposit validations.

*Balancing Drawers and petty cash.

*Providing outstanding customer service and helping customers with any requests and needs they had.

*Assisting with Customers cash transactions.

*Meeting quota for products to maximize sales

*Helping to provide a positive and safe environment to work and grow in.

*Ordering Products

*Overseeing Big event orders and requests.

*Ensuring quality, friendly, and fast service

*Maintaining my cash drawer and assisting customers with their payments

*Balancing cash drawers as well as petty cash

*Placing change orders

*Taking deposits to the bank

*Providing a safe and positive environment to Flourish and grow in.

*Ensuring proper cash procedures are being adhered to.

*Overseeing a shift of 10+ employees

*Communicating between shifts and to team members to ensure an efficient work day