Yokatty Hernandez
Bronx,NY
Summary
Dedicated Branch Operations Lead with comprehensive expertise in operations, risk management, compliance, and customer service. Aiming for an Assistant Branch Manager - Operations role to enhance branch performance through improved operational controls and team development, ensuring efficient and compliant client-focused operations.
Overview
3
3
years of post-secondary education
9
9
years of professional experience
Work History
Branch Operations Lead
JPMorgan Chase & Co.
08.2023 - Current
- Managed daily branch operations, ensuring compliance with policies and operational controls to uphold standards.
- Identified and mitigated operational risks, strengthening control environment to safeguard against potential losses.
- Oversaw transaction processing, cash handling, and account servicing with a focus on accuracy and efficiency.
- Supported fraud prevention by identifying unusual activity and escalating concerns appropriately.
- Provided exceptional customer service while maintaining operational efficiency and compliance with regulations.
Associate Banker
JPMorgan Chase & Co.
08.2022 - 08.2023
- Assisted clients with everyday banking needs, transactions, and account servicing, enhancing their experience with digital banking solutions.
- Delivered exceptional customer service, identifying and acting on opportunities to deepen client relationships.
- Assisted clients with everyday banking needs, transactions, account servicing, and digital banking solutions.
- Partnered with bankers and branch leadership to connect clients with the appropriate financial solutions.
- Collaborated with bankers and branch leadership to align clients with appropriate financial solutions, ensuring their needs were met effectively.
Personal Banker
JPMorgan Chase & Co.
02.2018 - 08.2022
- Opened and serviced accounts, educating clients on products, services, and digital banking tools to enhance their banking experience.
- Cultivated client relationships by identifying financial needs and providing tailored banking solutions.
- Identified opportunities to deepen relationships through credit, lending, and investment referrals.
- Assisted clients with account inquiries and transactions at JPMorgan Chase.
- Informed customers about various banking products and services offered by the institution.
- Ensured compliance and risk standards while delivering exceptional client service.
Education
Regents Diploma -
Manhattan Bridges High School
New York, NY 09.2010 - 06.2013
Some College (No Degree) - Human Services
New York City College of Technology (CUNY)
New York, NYSkills
- Branch operations
- Operational Risk Assessment
- Risk management
- Cash handling
- Client management
- Client management
- Customer Service
- Team Collaboration and Leadership
Languages
- English, Fluent
- Spanish, Fluent
Timeline
Branch Operations Lead
JPMorgan Chase & Co.
08.2023 - Current
Associate Banker
JPMorgan Chase & Co.
08.2022 - 08.2023
Personal Banker
JPMorgan Chase & Co.
02.2018 - 08.2022
Regents Diploma -
Manhattan Bridges High School
09.2010 - 06.2013
Some College (No Degree) - Human Services
New York City College of Technology (CUNY)