Angelika Jones
Fall River,WI
Overview
33
33
years of professional experience
Work History
Accounting & Compliance Specialist
Farmers & Merchants Bank
Columbus, WI
01.2022 - Current
- Implemented internal audits across nine branches, ensuring full compliance with company policies and regulatory procedures.
- Collaborated with the CFO to prepare and review daily and monthly financial reports, improving accuracy and timeliness of reporting.
- Supported the BSA Officer in reviewing and preparing daily currency transaction logs and monthly security alerts in accordance with federal regulations.
- Reviewed loan files for accuracy, completeness, and compliance with internal and external lending requirements, reducing error rates.
- Coordinated property appraisals and evaluations, verifying accuracy and adherence to industry standards, streamlining the lending process.
Relationship Banker
Farmers & Merchants Bank
Columbus, WI
08.2021 - 01.2022
- Developed and maintained strong client relationships by delivering personalized financial guidance and tailored solutions.
- Opened, serviced, and managed personal and business accounts, ensuring accuracy and compliance with bank policies.
- Processed deposits, withdrawals, transfers, and other transactions efficiently, consistently achieving high customer satisfaction scores.
- Identified and cross-sold banking products and services to meet client needs, directly contributing to branch sales and revenue goals.
- Resolved customer inquiries and issues promptly, fostering a positive client experience and long-term loyalty.
- Ensured compliance with all banking regulations, security protocols, and internal procedures, mitigating risk exposure.
- Maintained accurate records of client interactions, account details, and financial transactions to support audit readiness.
Personal Trainer/Fitness Coordinator
YMCA
Menomonee Falls, WI
12.2016 - 06.2021
- Supervised fitness center, including hiring trainers, managing fitness floor, delegating new clients to trainers, maintaining equipment and managing day to day operations.
- Provided individual support and training in fitness and wellness to over fifteen clients per week but designing specific workout systems for individuals based on performance ability.
- Developed organization systems for personal fitness plans, records and contracts
Customer Service Supervisor
Community National Bank
Temecula, CA
09.2002 - 06.2004
- Exercised full procurement and inventory control responsibility, supporting financial services including small business loans, investments, mortgages, and private banking.
- Supervised nine employees, ensuring quality, productivity, compliance with audit policies, and fostering a collaborative work environment.
- Oversaw teller efficiency, operations, and sales, consistently meeting and exceeding branch performance goals.
- Interfaced daily with branch management, financial management, and officers, strengthening communication and operational alignment.
- Clarified and resolved customer issues, serving as a liaison between the financial institution and clients to maintain satisfaction and trust.
- Prepared and verified month-end branch control binders and reports
Customer Service Manager
Wells Fargo Bank, N.A.
Oceanside, CA
07.1999 - 05.2000
- Exercised full procurement and inventory control responsibility across branch operations for a Fortune 500 company offering small business loans, first-time mortgages, and investment services nationwide.
- Supervised a team of 15 employees, ensuring compliance with audit policies, quality standards, productivity benchmarks, and fostering a harmonious work environment.
- Designed and implemented the branch-wide work schedule, optimizing staffing efficiency and coverage.
- Managed inventory of 300+ safety deposit boxes, maintaining accuracy, security, and customer accessibility.
- Oversaw teller operations, efficiency, and sales performance, consistently meeting and exceeding branch goals and expectations.
- Partnered daily with branch management, financial management, and bank officers to align operational strategies with corporate objectives.
- Served as the primary liaison between the institution and clients, resolving customer issues to ensure satisfaction and long-term relationship retention.
Lead Teller
Wells Fargo Bank, N.A.
Oceanside, CA
10.1997 - 07.1999
- Assisted in the exercise of procurement and inventory control responsibility for a Fortune 500 company offering small business loans, first-time mortgages, and investment services nationwide.
- Supervised a team of 10 employees, ensuring quality, productivity, compliance, and a harmonious work environment.
- Oversaw day-to-day teller operations, efficiency, and sales, consistently meeting and exceeding branch performance goals.
- Interfaced daily with branch management, financial management, and bank officers to coordinate operational strategies.
- Managed inventory of 300+ safety deposit boxes, maintaining accuracy, security, and customer accessibility.
- Clarified and resolved customer inquiries regarding accounts, strengthening client relationships and satisfaction.
- Prepared and verified month-end branch control binders and reports for management review and compliance.
Salary Teller
Wells Fargo Bank, N.A.
Oceanside, CA
05.1993 - 10.1997
- Maintained and monitored safety deposit boxes, ensuring accuracy, security, and customer accessibility.
- Handled daily customer transactions with precision and compliance to banking policies.
- Serviced and maintained Automated Teller Machines (ATMs) to ensure consistent functionality and customer convenience.
- Assisted management with preparation and verification of branch control binders and reports.
- Supported sales of bank products, contributing to branch revenue growth and customer retention.
- Clarified and resolved customer inquiries regarding accounts, strengthening client satisfaction and trust.
Hourly Teller
Wells Fargo Bank, N.A.
Oceanside, CA
11.1992 - 05.1993
- Maintained safety deposit boxes, ensuring accuracy, security, and accessibility.
- Processed daily customer transactions with compliance and service excellence.
- Supported ATM servicing to ensure consistent functionality and convenience.
- Assisted in bank product sales, driving revenue growth and retention.
- Resolved customer account inquiries with clarity and efficiency.
Education
A.A. - Sales
Trade Sales School
Heilbronn, Germany01.1988
High School Diploma - undefined
Haupeschule
Bad Friedrichshall, Germany01.1985
Skills
- Compliance monitoring
- Internal auditing
- Compliance oversight
- Information security
LANGUAGES
English, German
Timeline
Accounting & Compliance Specialist
Farmers & Merchants Bank
01.2022 - Current
Relationship Banker
Farmers & Merchants Bank
08.2021 - 01.2022
Personal Trainer/Fitness Coordinator
YMCA
12.2016 - 06.2021
Customer Service Supervisor
Community National Bank
09.2002 - 06.2004
Customer Service Manager
Wells Fargo Bank, N.A.
07.1999 - 05.2000
Lead Teller
Wells Fargo Bank, N.A.
10.1997 - 07.1999
Salary Teller
Wells Fargo Bank, N.A.
05.1993 - 10.1997
Hourly Teller
Wells Fargo Bank, N.A.
11.1992 - 05.1993
A.A. - Sales
Trade Sales School
High School Diploma - undefined
Haupeschule