Thalia Bernard

• Managing the team

Overseeing the daily activities of the store's team to ensure compliance

• Running the store

In the absence of other managers, manage the store and run the teller side, platform, and handle customer escalations

• Performing daily store operations
• Perform activities such as account maintenance, wire transfers, store opening and closing, and cash management

Other responsibilities of a branch supervisor include: training new recruits, monitoring financial operations, keeping track of financial transactions, and ensuring a high standard of customer service.

• Process all customer financial transactions, perform account openings/closings and account maintenance needs accurately and efficiently.
• Perform superior customer service through actively listening to customers, anticipating their needs, and recommending financial services.
• Open, close and update accounts and educate customers on features and benefits of banking products and services.
• Identify customer financial needs and promote relevant products and services.
• Develop and maintain strong customer relationships, providing exceptional service and financial advice.

• Responsible for managing all financial transactions, analyzed key accounts to assist management in their financial decision making.
• Prepared compliant driven financial statements and reports for Coconut Industry Board, and also its internationally funded projects.
• Prepared year-end audit schedules and collaborated with the external auditors during the preparation and approval process of the annual audit.
• Led and empowered the accounts team (payables and receivables clerks) to ensure accuracy and timeliness of their respective functions, and reviewed assigned reconciliations.
• Conduct analysis on general ledger accounts, perform bank reconciliations, and generate operational budget statements.
• Prepared scheduled payroll and related statutory obligations while adhering to company standards.