Matthew Fehlman: Lead Teller Operations Supervisor in Los Angeles, CA

• Using Chase specific Cash Application programs • Using transaction Electronic Journal to find any discrepancies • Process cash/check transactions • Apply cash/check payments (credit card, mortgage, HELOC, etc.) • Resolve disputes (overages, shortages, etc.) • Overlook Teller Transactions • Make sure all transactions align with policy • Prepare for Branch audits, ensuring satisfactory audit ratings • Quiz all employees often to make sure they are abiding with Chase policy • In charge of scheduling/conducting cash audits • Help with weekly schedules • Check bankers paperwork before submitting to avoid mistakes • Perform weekly/monthly/quarterly/annual duties • Take operations calls and communicate what was covered to all employees • Perform and Coach Sales interactions • Take inventory of all Sales collateral/merchandise • Order Marketing/Sales collateral/merchandise • Check for any trends in the our Branch using stats analysis • Shadowed Branch Manager conducting interviews

• Took care of customers accounts • Opened new accounts – Personal and Business • Helped with account maintenance • Scheduled appointments for partners • Referred to partners (Business Bankers, Financial Advisors, Mortgage Specialists) • Looked for opportunities with all customers • Helped customers on both operational and service sides • Followed up with customers • Operational Maintenance • Help with managerial issues when Branch Manager is out of the office

• Overlooked Customer Service team • Made Schedules weeks in advance for Customer Service team • Supervised Customer Service Operation • TaylorMade MAT-T System tech • Schedule custom fittings for MAT-T System • Help calibrate MAT-T System • Shadowed Head Pro giving lessons on Taylormade MAT-T System • Customize clubs to spec for clients/members • Re-gripped clubs • Tournament prep • Helped with Pro-Shop Inventory • Helped Pro-Shop with customer/member check in/purchases • Set tee times and checked in players using Concept reservation system