Margaret Whitenton
Tupelo,MS
Summary
Versatile and results-driven professional with a proven track record at BNA Bank, adept in account reconciliation and customer relations. Demonstrates strong communication skills and adaptability, excelling in enhancing customer satisfaction and streamlining financial processes. Achieved significant improvements in account management and operational efficiency.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Account Representative
BNA Bank
New Albany, US
03.2024 - Current
- Answering switchboard and incoming customer calls
- Verify, enter, create and maintenance accounts (checking, savings, certificate of deposits, individual retirement accounts and debit cards)
- Assist customers with account information and general questions (mobile and internet banking, bill pay, and debit cards)
- Initiate stop payments, statement request and transfers via phone
- Sort, scan, index and file important documents
- Balance accounts; submit ACH files; process official checks and money orders; process reclamations and verification of deposit accounts
- Assist branch personnel
Insurance Service Manager
Sprout Insurance Agency
Nettleton, US
06.2023 - 11.2023
- Carrier cancelations - field answering service - rate quotes - payment processing - email correspondence - office organization - resolve carrier issues
Insurance Agent
Aflac
Tupelo, US
03.2023 - 06.2023
Reconciliation Clerk I
Renasant Bank
Tupelo, US
06.2022 - 12.2022
- Prepared journal entries to correct errors in account balances.
- Performed month-end close activities including accruals, allocations, adjustments.
- Reviewed financial records for accuracy and completeness.
- Assisted with audits as needed by providing requested documents or information to auditors.
- Reconciled computer reports with manually maintained ledgers.
- Processed client payments according to established procedures.
- Generated monthly reconciliation reports for management review.
Customer Service Representative
BancorpSouth Operations
Tupelo, US
05.2007 - 03.2022
- Answered multi-line phone system answering 60-100 calls daily call center
- Executed record filing system to improve document organization and management
- Responded to emails and other correspondence to facilitate communication and enhance business processes
Education
Bachelor's degree - Business Management
Ole Miss
Oxford, MS05.1991
Skills
- Strong communication skills
- Empathy and patience
- Customer Relations Manager (CRM)
- Problem Solving ability
- Account reconciliation
- Adaptability
Certification
Driver's License, 06/01/20, 05/01/28
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Account Representative
BNA Bank
03.2024 - Current
Insurance Service Manager
Sprout Insurance Agency
06.2023 - 11.2023
Insurance Agent
Aflac
03.2023 - 06.2023
Reconciliation Clerk I
Renasant Bank
06.2022 - 12.2022
Customer Service Representative
BancorpSouth Operations
05.2007 - 03.2022
Bachelor's degree - Business Management
Ole Miss
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