Kathy Estalilla
@kathyestalilla
Proficient Branch Operations Lead with a focus on achieving outcomes.
What I'm looking for
I am a proficient Branch Operations Lead with extensive experience in providing high-level support to financial institutions. My career has been marked by a strong focus on achieving outcomes, where I have demonstrated exceptional leadership capabilities while overseeing and directing branch operations. I possess proven leadership skills, communication expertise, and problem-solving capabilities that enable me to efficiently manage operations and exceed organizational objectives.
At JP Morgan Chase, I developed and implemented staff development programs, ensuring a high quality of service to both internal and external customers. My role involved conducting regular branch performance analysis to identify areas for improvement and ensure operational efficiency. I have a strong track record of monitoring and evaluating staff performance, providing coaching and guidance, and setting goals to enhance team productivity. My commitment to excellent customer service and problem resolution has been a cornerstone of my professional ethos.
Throughout my career, I have honed my skills in strategic planning, business process improvement, and financial management. I thrive in environments that challenge me to innovate and improve processes, and I am dedicated to fostering strong relationships with clients and team members alike. I am eager to leverage my expertise in a new role that allows me to continue driving operational excellence and customer satisfaction.
Experience
Work history, roles, and key accomplishments
Branch Operations Lead
JP Morgan Chase
Nov 2023 - Present (1 year 7 months)
As a Branch Operations Lead, I developed and implemented staff development programs, ensuring high-quality service. I conducted performance analysis, monitored staff, and maintained compliance with regulations while providing excellent customer service and financial management.
Associate Banker - Market Expansion
JP Morgan Chase
Feb 2023 - Jul 2023 (5 months)
In this role, I provided exceptional customer service, facilitated account openings, managed customer accounts, and analyzed financial statements. I also advised customers on investment opportunities and assisted with loan applications.
Associate Banker
JP Morgan Chase
Aug 2022 - Feb 2023 (6 months)
As an Associate Banker, I assessed customer needs, executed transactions, resolved discrepancies, and collaborated with bank personnel. I also balanced cash drawers and maintained financial integrity.
Branch Operations Support Services II
Educational Employees Credit Union
Sep 2018 - Oct 2021 (3 years 1 month)
I collaborated with managers to maintain workflow and assisted customers with financial needs. I verified client identities, recommended products, and introduced clients to new technology solutions, enhancing service delivery.
Financial Services Representative III
Educational Employees Credit Union
Mar 2018 - Sep 2018 (6 months)
In this position, I performed teller duties, opened new accounts, and resolved member concerns. I supported a sales culture by identifying member needs and cross-selling appropriate products.
Education
Degrees, certifications, and relevant coursework
University of California, Fresno
Bachelor of Arts, Social Work
2009 - 2014
Completed a Bachelor of Arts in Social Work, focusing on the principles of social welfare, community organization, and social justice. Developed skills in communication, problem-solving, and understanding diverse populations.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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