Experience

• 

  Bok Financial

  • Compliance Officer 1

• 

  BOK Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Compliance Specialist

    • Nov 2022 - Present

  • Virtual Operations Team Manager

    • Aug 2019 - Nov 2022

    Directs, supervises and delegates the activities of the Virtual (Branch) Operations Support Team Leads, Virtual (Branch)Support Consultants, Auto loan Processors and Small Business loan Processors. Exercised usual authority of a Manager including hiring, on-boarding, performance appraisals, salary recommendations, training, coaching and corrective action.

  • Virtual Operations Support Consultant

    • Apr 2017 - Aug 2019

    Provides operational guidance and direction by phone, email or instant message to all banking center employees to ensure optimal client experience.

• 

  Bank of Oklahoma

  • United States
  • Financial Services
  • 700 & Above Employee

  • Assistant Banking Center Manager, Officer II

    • Jun 2014 - Apr 2017

  • Senior Consumer Banker

    • Jun 2010 - Jun 2014

    Accomplishments include completing Levels, I, II, III Banker Certification, and Certified Needs Analysis Training. Graduated Assistant Manager Development Program December 2011Maximized branch revenue by exceeding year to date Perfect Banking goal ending with 117% to goal.Increasing operations knowledge by assisting ABM with audits, DOC book, monitoring reports and utilizing approval limits by approving teller transactions.Assumed responsibility for coaching and training Tellers and a new Banker

  • Senior Consumer Banker

    • Mar 2009 - Jun 2014

    Met with individual and small business clients to complete full assessments of their financial needs; Consultativly sold a full range of retail products such as deposit accounts, loans, and credit cards to meet or exceed established individual sales goals and supported overall banking center sales objectives. Opened new deposit accounts and originated and closed consumer and small business loans. Educated new and existing clients by resolving a variety of simple to complex client problems while ensuring the highest level of client experience and satisfaction.

  • Teller

    • Mar 2009 - Jun 2010

    Successfully completed Teller Certification Levels, I, II, III Achieved Teller Excellence several times by maintaining low Teller errors and few outages. Averaged 97% shop scoresLed other tellers with 164 closed referrals by hitting 221% referral goal.Primarily a Lobby Teller at a high volume branch, gained thorough knowledge of policy and procedures. Handled large currency transactions, CTR'S, CDP, foreign currency, cash advances, official checks and money orders.Responsible for maintaining and auditing logs

• 

  Sharky's

  • Bartender/Shift Manager

    • Jun 2007 - Jan 2009

    Continually developed and maintained diversity by focusing on customer retention.Utilized leadership attributes ensuring all employees shift duties were performed.Entrusted with balancing and handling all currency transactions as well as security codes for opening and closing procedures.Assumed responsibility for coaching and training new Bartenders and Waitresses.Developed and promoted new strategies to increase sales

• 

  Farmers Bank

  • Bank Lobby Teller

    • Dec 2006 - Apr 2007

    Performed customer service for commercial and consumer clients.Utilized Teller program developed by Jack Henry and Associates to process all teller transactionsAdministered tours of bank for elementary students

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  National City Bank

  • Customer Service Representative

    • Jan 2006 - Nov 2006

    Successfully managed and balanced teller cash drawer.Handled all customer transactions thoroughly at a very high level branch.Achieved set sales goals and received numerous Champion Awards.

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  ONB Bank

  • Teller

    • Nov 2003 - Apr 2005

    Amicably assisted customers with all banking transactions.Promoted to Backup Head Teller which included balancing vault and ordering cash shipmentsHelped to train new tellers

• 

  Farmers Bank

  • Teller/ New Accounts Representative

    • Sep 2002 - Oct 2003

    Commercial Teller for six months and was promoted to Senior Teller at a high volume branchAssisted the Branch Manager with balancing ATM, vault and assigned cash drawer.Opened customer accounts including personal checking and savings products

• 

  Bank of the

  • Teller/ Head Teller

    • Feb 2001 - Sep 2002

    Promoted to Head Teller in six months. Responsible for all teller line and vault transactions.Maintained all tellers work schedules. Balanced ATM, vault and assigned cash drawer