Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yaritza Barillas

Lakewood

Summary

Looking to obtain a Operations Manager position within a company that enables use of 20 years of banking experience. Looking for continued growth within a company that is looking to promote for future Branch Managers.

Overview

17
17
years of professional experience

Work History

Branch Operations Manager

Mechanics Bank
09.2023 - Current
  • Responsible for the compliance of regulatory requirements, adherence to bank policies and procedures, risk management, and safety and security of the branch.
  • Meet deadlines by proactively managing individual and team tasks and streamlining processes.
  • Performed monthly branch certifications before deadlines.
  • Ensure items in reports, such as non-post and exceptions are completed before deadline.
  • Manage team of employees by providing leadership, coaching, feedback, and development support.
  • Collaborates with Branch Manager to assign sales & referral goals.

Banking Relationship Specialist

Farmers & Merchant Bank
04.2022 - 08.2023
  • Consult with clients and prospects, both business and consumer, about their financial goals and needs, identify and promote F&M products and services to best meet those needs.
  • Adhere to all policy and procedures when providing information and opening consumer/business accounts, and credit terms, in addition to ensuring clients have full understanding so they can make informed decisions.
  • Perform outbound client contact to establish and build relationships.
  • Address and resolve customer concerns and questions in person, via telephone and email pertaining to account activity and perform customer research.

Operations Manager

Wells Fargo Bank
02.2019 - 04.2022
  • Coach tellers and bankers to learn how to identify and recommend products for customer service, productivity standards, goals, growth opportunities, and risk control development.
  • Make decisions and resolve issues regarding escalated customer inquiries to meet business objectives Interpret and develop standards and goals for customer service.
  • Manage monthly control tasks which include, random cash count of vault, ATMs, tellers, key log and ensuring all keys are accounted for, review safe deposit box reports, etc.
  • Identify operational risk by educating staff and creating plans to avoid losses/errors.
  • Initiate, review and approve wires daily, provide supervisor overrides, approve/release holds, research and resolve cash differences.

Personal Banker

Wells Fargo Bank
04.2013 - 02.2019
  • Build relationships with customers through proactive outreach, and follow up, asking questions and learning about their financial needs.
  • Deep knowledge of bank products and services and connecting those to customer needs.
  • Build trust with customers by fully explaining products and services so they can make an informed decision.
  • Answer customer's questions or concerns and routing complaints to the right department.

Operations Supervisor

Citibank
03.2008 - 03.2013
  • Execute daily, weekly and monthly operational tasks.
  • Lead and mentor tellers through assigning work and providing technical guidance when needed.
  • Perform efficient and accurate banking transactions including, managing cash supply incoming/ outgoing for branch.
  • Assisting with supervisor approval of transactions and wires.
    Review and approve/reject debits to avoid loss to customer and bank.

Education

High School Diploma -

Balboa High School

Skills

  • Building customer's Trust and Loyalty
  • Identifying customers needs
  • Risk Management
  • Operational Management
  • Team Building
  • Ability to work under pressure
  • Stakeholder relationship management
  • Records management specialist

Timeline

Branch Operations Manager

Mechanics Bank
09.2023 - Current

Banking Relationship Specialist

Farmers & Merchant Bank
04.2022 - 08.2023

Operations Manager

Wells Fargo Bank
02.2019 - 04.2022

Personal Banker

Wells Fargo Bank
04.2013 - 02.2019

Operations Supervisor

Citibank
03.2008 - 03.2013

High School Diploma -

Balboa High School
Yaritza Barillas