Marcia L. Casado

Experience

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  Wells Fargo

  Jan 1999 - Mar 2004

  Lead Teller
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  Technology Credit Union

  Mar 2004 - Aug 2008

  Assistant Branch Operations Manager

  • Assist in managing a team of twelve consultants and tellers• Strive to consistently exceed all sales and quality service goals• Use innovative ideas to motivate staff performance• Assist with training and staff development • Worked with Business Development to acquire new business• Awarded 2007 top Financial Center in sales• Assisted in creating a training manual for new hires• Assisted in marketing• Kept track of all compliance and securities• Created and updated spread sheets• Network• Data Analysis• Budget• Facilitated learning classes• Responsible for auditing and maintaining branch securities• Open new accounts, submit and fund Consumer and Home Equity loans.• Opened business accounts, submit and fund business loans • Created techniques to motivate staff to increase sales results• Cross-trained staff in various areas of the branch • Managed operations area• Resolved member and staff escalated issues• Assisted in a core conversion for the company Show less

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  UNCLE Credit Union

  Aug 2008 - May 2009

  Branch Operations Manager

  • Successfully Manage a staff of 8 people• Worked with Sales and Service Director to create a true sales and service environment• Strived to consistently exceed all sales and quality service goals• Knowledge in electronic funds transfer (wires, ACH, and Check 21)• Knowledge of regulations• Federal Reserve banking system• Used innovative ideas to motivate staff performance• Trained and promote staff development • Worked with Business Development to acquire new business• Assisted in marketing• Created and negotiated existing contracts with vendors• Kept track of all compliance and securities• Created and update spread sheets• Network and Research (Business Exposes and Chamber mixers) Show less

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  Bank of America

  Feb 2010 - Mar 2019

  AVP, Financial Center Manager

  ● Successfully manage up to a staff of 13 people ● Work closely with other managers to increase sales and customer experience ● Knowledge of branch operations (teller transactions, loan process, and new accounts, etc.) ● Manage deposit and loan growth ● Use innovative ideas to motivate staff personnel to act with integrity and meet quarterly goals● Conduct daily, weekly, monthly, quarterly and annual audits ● Analyze trends and opportunities in the market to achieve company and branch objectives ● Manage the daily risk of the banking center and organization ● Knowledge of state and federal employment laws ● Train staff to look for trends and preventive methods to prevent loss● Manage all compliance and security training ● Responsible for branch recruiting, interviewing, training, and promotions ● Conduct daily, weekly, and monthly one-on-one meetings with staff ● Approve time cards, manage payroll, PTO balance and expense reimbursements to branch staff, FTE budget, and expense budget ● Conduct quarterly and annually staff reviews ● Cascade any new and updated Operations Management Process to the market leadership team ● Travel to other Financial Centers to conduct mini audits for the market ● Peer Coach/Train new Financial Center Operations Managers for the Market •Support other Financial Center Managers during their main audit•Familiar with laws like ADA, FMLA, Workers Comp, etc•Familiar with ADP and Workday Show less

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  Robert Half

  Aug 2019 - Dec 2020

  Field Compliance Administrator
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  State of California

  Dec 2020 - now

  Associate Government Program Analyst