Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
References
Timeline
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Andrew Stern

Beloit,WI

Summary

Focused Deposit Operations Specialist with 5 1/2 years' track record of providing exceptional customer service and problem-solving abilities to the banking industry. Mastery in both deposit and loan operations. Complies with bank's procedures and security guidelines.

Overview

16
16
years of professional experience

Work History

Deposit Operations Specialist III

Midland States Bank
Rockford , IL
04.2023 - Current
  • Handle the daily processing and balancing of exception items which includes both paid and returned NSF items, unposted items and check adjustments.
  • Process mobile deposit corrections and meets timelines for file submission
  • Provide support for internal and external audits as needed.
  • Update policies and procedures related to deposit operations functions.
  • Balance numerous general ledgers, including ACHs, check corrections, DDA Settlement, Fed, Return Items Clearing and Safe Deposit Box on a daily basis
  • Point of contact for the bank Escheatment for Spring and Fall, ensuring reporting is accurate.
  • Set up and monitor Insured Sweep Cash and Repurchase Sweep accounts.
  • Help with various projects within the department while also coordinating with other departments to ensure process flow.
  • Provided training and guidance to junior staff members on deposit operations tasks
  • Problem solve any issues that come up and find a solution, if needed, work with our IT staff.
  • Started as a Deposit Operations Specialist II (March 2019 - Feb 2021) and Deposit Operations Specialist III (Feb 2021 - Jan 2022)

Deposit Operations Team Lead

Midland State Bank
Rockford , IL
01.2022 - 04.2023
  • Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
  • Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
  • Trained new staff in relevant processes and procedures.
  • Resolved escalated customer complaints or queries promptly and efficiently.
  • Ensured compliance with company policies and procedures throughout the team.
  • Supported the manager in developing plans for future projects, initiatives and objectives.
  • Performed other duties and handled special projects from time to time as assigned by manager including bank conversions.
  • Fostered positive employee relationships through communication, training and development coaching.
  • Made a personal decision to take step back in my career, to Deposit Operations Specialst III, to focus on more training with bank regualtions, specificy NACHA and Check21.

Customer Care Specialist I

Midland States Bank
Rockford , IL
05.2018 - 03.2019
  • Resolved customer issues efficiently by identifying problems, researching solutions, and following up on outcomes.
  • Provided timely responses to customer questions and complaints in a professional manner.
  • Understood and was able to explain features and benefits of Midland States Bank’s products and services in order to appropriately recommend to the customer.
  • Ability to identify cross sale/sales opportunities and refer to sales staff.
  • Responsible for taking and processing research requests, coordinating an appropriate solution by working with other departments, and delivering results to the customer within established timeframes.

Inventory Coordinator

Meijer
Rockford , IL
03.2018 - 05.2018
  • Developed, implemented, and monitored inventory control procedures to ensure optimal stock levels.
  • Conducted regular physical inventories and reconciled with computer-generated reports
  • Kept shelves stocked with product, organized back stock and assisted with new Plan-o-gram set ups.
  • Assisted in other departments when needed.

Front End Team Lead

Dick's Sporting Goods, Inc
Rockford , IL
09.2017 - 02.2018
  • Managed front end staff, including training new hires on store ethics/policies, company metrics, and cash registers.
  • Protection Plan Captain, responsible for selling/training the protection plans in a positive and encouraging demeanor, monitoring weekly totals and coaching staff.
  • Knowledge and daily usage of MC40 Software to check on inventory, pricing, and online product availability.
  • Daily monitoring of company metrics to ensure store goals were met.
  • Established customer relationships, building a rapport for returned customers, and resolve customers issues that arose.
  • Cross trained and educated to help out in other departments when needed.

Sales Manager

Harbor Freight Tools USA
Janesville , WI
04.2017 - 10.2017
  • Drove for results which included sales, name collection, extended service plans and inside track club memberships.
  • Focused on Human Resource functions such as payroll, scheduling, recruiting, training and associate issues and concerns. Performed duties using Applicant Tracking Systems (ATS) and ADP Payroll system.
  • Developed and motivated direct reports on company metrics, cash registers, store ethics/policies.
  • Focused on customer service and resolved store/product issues for customers.
  • Made sure store was up to OSHA standards by performing weekly audit and end of month reports.
  • Use of Enterprise Home Screen software to conduct cycle counts, product inquiries, pricing, and price audits.

Assistant Store Manager

MC Sporting Goods
Rockford , IL
05.2011 - 04.2017
  • Drove sales by providing TOCS (Truly Outstanding Customer Service) and resolved customer issues in a timely manner
  • Assisted in managing company metrics, payroll to meet budget levels and margin.
    Ensured all 4473s (firearms paperwork) were completed error free and filed correctly.
  • Trained new employees on cash registers, sales floor, selling and merchandising.
  • Various Human Resources duties including conducting interviews for applicants, scheduling of staff, resolved associate issues, recruited new associates.
    Managed loss prevention and shrink control helping to improve store statistics.
  • Demonstrated integrity, commitment to continuous improvement and sound business thinking.
  • Requested frequently to go to other stores for Inventories, Remodels and new store openings.
  • Promoted from Associate Manager to Assistant Manager and moved to Rockford, Illinois to take position
  • Worked as a Sales Associate from Oct 2004 - Jan 2008

Various Positions

YMCA
Lindenhurt/Fond Du Lac , IL/WI
10.2007 - 08.2013

Held various positions at 2 YMCAs, Fond du Lac YMCA Oct 2007 - April 2011 and Hasting Lake YMCA June 2011 - Aug 2013.

  • Swim Instructor
  • Lifeguard
  • Family Fun Coordinator
  • Day camp counselor (sub)
  • Youth Sports Instructor
  • Building Supervisor
  • Human Resources Intern (summer of 2008 for College)

Education

Bachelor of Science - Business Administration And Management

Marian University
Fond Du Lac, WI
12.2009

Skills

  • Customer Relations
  • Store Organization
  • Department Oversight
  • Staff Supervision
  • Operations
  • Team Building and Leadership
  • Sales
  • Microsoft Office

Affiliations

  • Volunteer for Midland States Bank VOE (Voice of Employee) and Culture of Champions

Accomplishments

  • I have won numerous awards (quarterly and yearly) at Midland for Culture and Vision and Values. 3 time yearly Vision and Value award winner.

References

References available upon request.

Timeline

Deposit Operations Specialist III

Midland States Bank
04.2023 - Current

Deposit Operations Team Lead

Midland State Bank
01.2022 - 04.2023

Customer Care Specialist I

Midland States Bank
05.2018 - 03.2019

Inventory Coordinator

Meijer
03.2018 - 05.2018

Front End Team Lead

Dick's Sporting Goods, Inc
09.2017 - 02.2018

Sales Manager

Harbor Freight Tools USA
04.2017 - 10.2017

Assistant Store Manager

MC Sporting Goods
05.2011 - 04.2017

Various Positions

YMCA
10.2007 - 08.2013

Bachelor of Science - Business Administration And Management

Marian University
Andrew Stern