Sara F Ward

Processed daily teller transactions efficiently. Assisted customers with account inquiries and transaction processing. Supported team operations by accurately handling cash deposits and withdrawals.

Managed responsibilities independently, ensuring consistent progress without supervision.

Facilitated account openings for share accounts and IRAs with confidence and expertise.

Conducted weekly assessments of ITM balances to maintain financial integrity and operational efficiency.

Facilitated loan application submissions and managed loan funding processes.

Navigated inter-departmental operations to enhance collaboration and efficiency.

• Performed daily ATM balancing to maintain accurate cash flow. Assisted with weekly cash loading to ensure availability of funds.
• Conducted daily audits of cash vault to ensure accuracy and security.
• Oversaw daily frontline operations for tellers and personal bankers.
• Oversaw incoming mail operations to facilitate efficient communication flow.
• Reviewed and processed consumer loan requests to facilitate timely financial decisions.
• Executed IRA deposit, withdrawal, and transfer transactions with precision.
• Managed weekly cash ordering processes for branch operations.
• Assisted clients with opening and closing share accounts. Supported clients in managing their share account activities. Helped customers navigate the management process for share accounts.
• Facilitated weekly staff meetings to enhance team communication and collaboration.
• Developed and implemented branch work schedules to optimize staff allocation.
• Perform monthly branch audits

• Daily ATM balancing and load cash weekly
• Daily audit of cash vault
• Manage daily frontline operations of both teller line, and personal bankers
• Approve/deny and underwrite consumer loans
• Home Equity and Mortgage applications and closings
• IRA deposits, withdrawals, and transfers
• Order cash for the branch on a weekly basis
• Open/close share accounts
• Hold weekly staff meetings
• Create branch work schedules
• Perform monthly branch audits
• Assist members with CPI auto insurance
• Assist with online banking
• Led branch operations to enhance member service and satisfaction levels.
• Implemented strategic initiatives to drive loan growth and improve financial performance.
• Mentored and developed staff, fostering a culture of continuous improvement and professional growth.
• Streamlined workflows, increasing operational efficiency while reducing costs across the branch.
• Established strong community relationships, enhancing brand visibility and member engagement.
• Maintained friendly and professional customer interactions.
• Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.