Anonya Kelly
Roanoke,TX
Summary
Results-driven Operations Leader and Financial Specialist with extensive experience in Branch Management, Billing Operations, and Data Entry. Proven expert in revenue reconciliation, operational loss prevention, and managing multi-state account portfolios with 100% accuracy. Technically proficient in Google Workspace, Microsoft Office, and Salesforce CRM, with a strong background in regulatory compliance and personnel leadership. Highly adaptable to remote work environments and skilled in high-volume processing, account auditing, and conflict de-escalation.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
Work History
Membership Retention
AAA Auto Club
Coppell, Texas
08.2024 - Current
- Regional Account Management: Orchestrated membership renewal cycles for a high-volume portfolio across California, Texas, New Mexico, and Hawaii using predictive dialing technology.
- Billing & Revenue Processing: Managed the end-to-end financial process, including secure payment processing, membership invoicing, and reconciliation of account balances.
- Data Integrity & Management: Maintained high-accuracy standards for member records, ensuring all contact information, billing preferences, and service history were updated in real-time.
- Operational Problem Solving: Resolved complex account discrepancies and service conflicts by multi-tasking across internal databases to provide immediate, compliant solutions.
- Policy Subject Matter Expert: Applied deep technical knowledge of membership products and regional benefits to audit accounts and ensure members received maximum service value.
- Administrative Efficiency: Consistently met strict operational KPIs by balancing high-volume member outreach with meticulous back-office documentation and record-keeping.
Regional Sales Manager
First National Bank Texas/ First Convenience Bank
Dallas, TX
02.2022 - 08.2024
- Operational Leadership & Training: Directed regional branch operations by training personnel on account acquisition protocols, financial compliance, and high-accuracy data entry standards.
- Business Development & Strategy: Spearheaded regional growth initiatives and community engagement events, managing end-to-end logistics and resource allocation for large-scale corporate functions.
- Account Portfolio Management: Oversaw high-volume account lifecycles, including the strategic management of closed accounts and the negotiation of balance settlements to maximize revenue recovery.
- Financial Oversight & Billing: Managed complex billing resolutions and payment plans for overdrawn or delinquent accounts, ensuring all transactions met strict banking regulations and audit requirements.
- Performance Optimization: Analyzed regional data to identify trends, pushing high-performance metrics while maintaining rigorous quality control over financial documentation.
- Project Management: Led cross-functional teams in executing community service events, serving as the primary liaison between executive leadership and local stakeholders
Branch Manager
First Convenience Bank/First National Bank Texas
Fort Worth, Texas
03.2020 - 02.2022
- Financial Operations & Cash Management: Directed all branch vault operations, including the precise ordering, auditing, and reconciliation of currency shipments to maintain optimal liquidity and security levels.
- Loss Mitigation & Recovery: Spearheaded "Loss Prevention" initiatives by auditing delinquent accounts and implementing strategic recovery plans to settle outstanding balances and minimize financial risk.
- Regulatory Compliance & Auditing: Ensured 100% branch compliance with federal and state banking regulations through rigorous daily auditing of financial transactions and account documentation.
- Data Integrity Oversight: Managed the accuracy of high-volume data entry and record-keeping systems, ensuring all member and account information met strict institutional standards.
- Personnel Management & Training: Led full-cycle recruitment, hiring, and onboarding for branch staff; developed and facilitated training programs focused on operational efficiency and system proficiency.
- Logistics & Facility Management: Oversaw branch-wide logistics, including vendor relations, procurement, and facility maintenance, to ensure uninterrupted daily business operations.
- Performance Analytics: Evaluated daily operational reports to identify workflow bottlenecks and implemented solutions to exceed branch KPIs for retention and account accuracy.
Assistant Branch Manager
First National Bank Texas
Waco, Texas
08.2019 - 02.2022
- Operational Supervision: Managed daily branch operations, ensuring seamless workflow execution and adherence to strict banking protocols and internal service level agreements (SLAs).
- • Data Quality Assurance: Conducted comprehensive audits of new account documentation and loan files to ensure data integrity and 100% compliance with regulatory requirements.
- Financial Reconciliation: Oversaw daily balancing of branch totals, including ATM settlement, vault reconciliation, and the investigation of transaction discrepancies.
- Workflow Optimization: Identified and resolved operational bottlenecks by reassigning staff resources and streamlining administrative processes to improve customer wait times and processing speed.
- Performance Coaching: Acted as the primary trainer for teller and platform staff, focusing on technical system proficiency, accurate data entry, and procedural compliance.• Escalated Problem Resolution: Served as the first point of contact for complex operational issues, utilizing advanced problem-solving skills to resolve billing errors and account disputes.
Lead Teller
First Convenience Bank
Waco, Texas
12.2018 - 08.2019
- High-Volume Data Processing: Executed accurate and efficient processing of 100+ daily financial transactions, including deposits, withdrawals, and loan payments, maintaining a 100% balanced drawer.
- Operational Quality Control: Supervised the teller line to ensure all data entry met strict banking standards and performed end-of-day audits to reconcile branch totals.
- Customer Account Management: Identified member needs and successfully cross-sold financial products, pivoting from service interactions to business development to meet branch growth targets.
- Risk Mitigation & Auditing: Conducted thorough verification of legal documents and negotiable instruments (checks, money orders) to prevent fraud and ensure regulatory compliance.
- Discrepancy Investigation: Researched and resolved transaction errors and account imbalances, utilizing internal banking software to track and correct data entries.
- Administrative Support: Managed the intake and filing of sensitive member documentation, ensuring all physical and digital records were organized and secure.
Education
Associate of Applied Science - Telecommunications
McLennan Community College
Waco, TX 08.2018 - 05.2020
Skills
- Membership management
- Account auditing
- Billing and Revenue Reconciliation
- Operational Loss Prevention
- Data Integrity Management
- Multi-State Account Management
- Microsoft Office and Google Workspace
- Salesforce and CRM Databases
- Predictive Dialing Systems
- Banking and Financial Software
- Data Visualization and Reporting
- Virtual Collaboration and Meeting Tools
- Digital Document Management
- SaaS and Cloud-Based Applications
Honors and Leadership
- Bankwide Employee of the Year (2022, 2023): Awarded top organizational honors for two consecutive years, recognized for exceptional operational performance and leadership excellence across all branch locations.
- Top Regional Manager & Highest Earner (2024): Ranked as the #1 Regional Manager based on revenue generation, account recovery, and audit accuracy metrics.
- AAA "Lift Every Voice" Member (2024 – Present): Selected to participate in corporate leadership and diversity initiatives, contributing to organizational culture and professional development programs.
- Community Leadership & Volunteering (2024 – 2025): Dedicated representative for AAA community outreach, leading volunteer initiatives at the North Texas Food Pantry and the Children’s Hospital to support regional social impact goals.
Licenses
- Active NIPR Personal Lines Licenses for Texas, Mississippi, Alabama, New Mexico, and Arizona; maintained 100% compliance with state-specific continuing education requirements.
Timeline
Membership Retention
AAA Auto Club
08.2024 - Current
Regional Sales Manager
First National Bank Texas/ First Convenience Bank
02.2022 - 08.2024
Branch Manager
First Convenience Bank/First National Bank Texas
03.2020 - 02.2022
Assistant Branch Manager
First National Bank Texas
08.2019 - 02.2022
Lead Teller
First Convenience Bank
12.2018 - 08.2019
Associate of Applied Science - Telecommunications
McLennan Community College
08.2018 - 05.2020