Lead Associate Operations Mod resume example with 20+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Enthusiastic Lead Associate Operations at JPMORGANCHASE Bank for the last 13 years with a total of 29 years of banking experience working for JPMORGANCHASE Bank and working closely with highly effective teams. Highly talented individual boasting a background in decision making,issue resolution and customer assistance. Known for obeying safety and security procedures and well trained in keeping up in operations and for keeping the team updated with new policy and procedures. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

  • Flexible and Adaptable
  • Multitasking Abilities
  • Decision-Making
  • Problem-Solving
  • Attention to Detail
  • Dependable and Responsible
  • Active Listening
  • Organization and Time Management
  • Excellent Communication
  • Work Ethic
  • Reliable and trustworthy
  • Cash Handling and Organizational Skills
  • Ability to count and Audit large amounts of currency
  • Processing and Reporting large amounts of currency
  • Ability to research and solve problems
  • Teller Transactions
  • Customer Service
Work History
10/2009 to 08/2022 Lead Associate Operations-MOD Gallagher Bassett Nz Ltd | Mesa, AZ,

As a Lead Associate Operations on a Branch Banking team. I support the branch and Associates to ensure customer financial transactions are completed accurately and efficiently,while complying with all policies,procedures,and regulatory banking requirements. Manger on duty responsibilities include overseeing daily operations, ensuring employee productivity monitoring efficiency of all processes, and creating a positive work environment for employees. I also meet regularly with the branch manager to stay up-to-date with organizational changes, issues and improvements.

I contribute significantly to the success of my branch by helping with the following:

• Support with all aspects of branch operations, including loss control, compliance, and audit standards

• Mentor newly appointed Associates

• Cultivate strong business relationships with customers to drive business development

• Oversee opening and closing operations in compliance with the current company policy and procedures

• Operate ATMs by filling, setting, auditing, and trouble shooting problems

• Balance vaults and orders branch cash based on branch needs

• Schedule and perform vault and cash box audits

• Coordinate schedules,administrative functions, quality assurance and process improvements to bolster operational output

• Supervise day-to-day facility operations in accordance with set policies and guidelines

• Assist with answering phones, filing paperwork, entering data to support operations department

• Process and approve wires

• Researched customer and teller transactions

  • Maintained and prioritized to-do-list and followed up to complete tasks on-time.
07/2007 to 10/2009 Assistant Branch Manager Ferguson | Downers Grove, IL,

Supervised branch personal and operations in absence of branch manager,keeping operations and work flows running smoothly.

  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Maximized efficiency through effective resource allocation and employee management.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Managed branch team of 8 full and part-time employees.
  • Managed scheduling, training and cash controls.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Directed promotion and brand loyalty efforts to build direct relationships with customers.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements and evaluate progress toward goals.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Processed and approved wires
  • Did teller transactions.
06/2006 to 07/2007 Sales and Service Associate Seacoast National Bank | Vero Beach, FL,
  • Researched client requests to create best possible solutions for diverse needs.
  • Called on existing accounts to drive sales through proactive and relationship-driven contact strategies.
  • Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Developed strong rapport with customers and created positive impression of business.
  • Prioritized helping customers over completing other routine tasks in store.
  • Built customer loyalty and retention by delivering excellent banking experiences.
  • Opened personal accounts
  • Notary
  • Processed teller transactions
05/1993 to 06/2006 Senior Teller Chase Bank | City, STATE,
  • Coached and trained new bank tellers.
  • Managed overdraft reports and performed audits.
  • Maintained, organized and stocked teller window areas.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Handled foreign currency and performed currency transaction reports.
  • Politely assisted customers in fast and high-pressure environment.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Identified potential needs through observation, questioning and listening.
  • Introduced customers to other bank team members to help meet financial needs.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Investigated and promptly resolved issues with patron accounts.
  • Provided customers with appropriate literature on banking products and services.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Vault custodian
Expected in High School Diploma | Saunders Trades & Technical High School, Yonkers, NY GPA:

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Resume Overview

School Attended

  • Saunders Trades & Technical High School

Job Titles Held:

  • Lead Associate Operations-MOD
  • Assistant Branch Manager
  • Sales and Service Associate
  • Senior Teller


  • High School Diploma

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