Sofia Fiona Barrocas

• Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Enhanced client retention with proactive follow-ups and timely resolution of account issues.
• Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
• Processed deposits, withdrawals and ACH transfers accurately.

• Coordinated efforts between various departments within the branch to streamline workflows and ensure seamless operations daily.
• Oversaw all aspects of risk management, ensuring that the branch maintained compliance with company policies and industry regulations at all times.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Examined customer loan applications for loan approvals and denials.
• Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
• Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
• Processed loan applications and monitored progress from start to finish.

• Facilitated open communication channels between staff members and senior leadership, promoting transparency in decision-making processes.
• Managed daily branch activities for optimal performance, ensuring compliance with banking regulations.
• Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
• Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Opened new accounts and made changes to existing accounts.
• Educated customers on online banking and mobile banking applications.