Amanda Morgan
Kodiak,AK
Summary
Detail-oriented professional with experience in ledger balancing and financial operations. Proven track record in maintaining accurate financial records, ensuring compliance with regulatory standards, and optimizing processes for efficiency. Adept at analyzing financial data, reconciling discrepancies, and supporting auditing efforts. Strong organizational skills complemented by a commitment to providing excellent service in fast-paced environments. Seeking to leverage my expertise in a challenging role.
Overview
16
16
years of professional experience
Work History
Financial Services Representative
Regions Bank
08.2015 - 05.2020
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Maintained updated records of all financial transactions to support traceability.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
- Counted, verified and handled bank deposits and armored car transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Ensured financial integrity by reconciling discrepancies between general ledger accounts and other relevant documentation sources.
Teller
Vystar Credit Union
06.2006 - 05.2009
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Customer Service Representative
Horse and Kennel
01.2005 - 06.2006
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
Nanny
Kensington Nanny and Home Services
09.2004 - 01.2005
- Assisted with light housekeeping duties as well as running errands.
- Prepared meals and snacks for children based on dietary guidelines.
- Developed strong communication with parents to provide updates on children''s progress, needs, and achievements.
- Supported children in play activities, meals, and snacks, hygiene and socialization.
Education
Certificate - Medical Records Certification
University of Phoenix
Tempe, AZ01.2023
Skills
Cash Management
Cash Handling
MS Office
Records Management
Administrative Support
Strong Work Ethic
Attention to Detail
Excellent Communication
Timeline
Financial Services Representative
Regions Bank
08.2015 - 05.2020
Teller
Vystar Credit Union
06.2006 - 05.2009
Customer Service Representative
Horse and Kennel
01.2005 - 06.2006
Nanny
Kensington Nanny and Home Services
09.2004 - 01.2005
Certificate - Medical Records Certification
University of Phoenix