Ashlee Burney
Citrus Springs,USA
Summary
Results-driven financial professional with over 15 years of experience. Expertise in maximizing resources, streamlining processes, and leading financial organizations to exceptional results. Skilled at empowering employees to showcase their individual strengths. Proactive, customer-focused advisor with comprehensive knowledge of asset management. Keen awareness of organizational goals and a savvy leader who demands and delivers excellence.
Overview
20
20
years of professional experience
Work History
Personal Banker
Citizens First Bank
10.2022 - Current
- Provides exceptional customer service by welcoming customers with a smile and friendly attitude, while offering banking services internal and external.
- Responsible for opening and closing all account types, checking, money market, savings, certificates of deposits and safe deposit boxes. Also, provide requested maintenance on accounts.
- Process customer’s wire transfers request and verify wiring instructions for accuracy and scams.
- Follows Citizens First Bank’s policy, and procedures to guarantee the safety and privacy of the banks and customers’ information.
- Performs notary services.
- Flexible in performing Teller functions when shorthanded or as needed.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Deposit Exception Resolution Specialist
Hancock Whitney
09.2021 - 07.2022
- Resolves daily Exceptions through BPM, Email, Phone requests and Return Mail. Provide prompt and efficient quality review of all documentation in fulfilling each request.
- Responsible for Q/A process and resolve daily incoming & outgoing exceptions. Assist clients with the clearing of Deposit Account Exceptions.
- Responsible for Q/A daily new accounts, change of title and/or signer requests submitted through Font Office Imaging.
- Processing all deposit account documentation in the maximum timeframe detailed in the Service Level Agreement.
- Attend training and execute roll-out of new processes and workflows, while becoming efficient and knowledgeable on new processes and applications including implementation of Safe Box opening documentation exceptions in BPM and the Dart Reassignment report in BPM.
Lead Teller
Westview Savings Bank
12.2017 - 04.2021
- Responsible for day-to-day teller transactions, as well as opening and closing accounts and all other member service requests.
- Responsible for budget formulation and administration; management of resources and forecasting budgetary trends and activities; review of obligations and expenditure of funds.
- Performs double entry accrual accounting work to maintain a combination of journals and ledgers. Prepares reports, monthly, quarterly, and annually, reflecting the financial conditions of activities services by institution.
- Performs reviews of various payment packages (contracts, miscellaneous payments, etc.) for certification and disbursement.
- Utilizes various financial systems and accounting reporting tools to perform analysis of financial and cost data.
- Provides financial advice on budget-related matters such as funding available, effects of budgetary changes on related activities, status and use of funds, etc.
- Respond to inquiries from applicants, their representatives, agents, and others concerning the status of applications and reasons for agency decisions.
CMS/Vault Supervisor
Loomis
08.2015 - 12.2017
- Provides oversight for the day-to-day execution of all regional business management, reviewing and analyzing processes, procedures, plans and programs for propriety and feasibility, recommending courses of action to the Regional Commander.
- Responsible for conducting deposit verification and/or change order preparation using specialized counting equipment and procedures.
- Performs separation of currency, coin, and/or check deposits received from banks, ATM’s and commercial customers providing accurate count be denomination.
- Focal point for records management, internal controls, audits, and inspections.
- Responsible for balancing and auditing all incoming paperwork and liability to ensure that it complies with company and customer requirements.
- Verifies reports and cases of inaccurate counts along with paperwork to CMS Manager before end of day lock-up.
- Prepared and presented oral briefings such as training sessions, assigned programs and project.
Count Room/Drop Team Supervisor
Rivers Casino
08.2013 - 06.2015
- Provides financial management and advisory oversight of casino work schedules. Reconciles the soft count summary report with the information provided over various accounting systems.
- Formulates, establishes, and implements financial management policies, instructions, and procedures on all matters relating to casino in-take.
- Provided direct supervision to a 44-member team, ensuring the integrity of the count and compliance with gaming regulations.
- Generates Master Revenue Report and Count Room Drop Box Verification on Count room dropping systems. for the gaming day and check off documents from each drop box against reports.
- Facilitates the flow of information, by organizing and presiding over regularly scheduled meetings with team members under appointed span of control.
- Ensure adequate staffing levels in the Count Department, by interviewing, selecting, training, scheduling, evaluating, assisting with career development, promoting, and discipling employees as needed.
Count Room/Drop Team Lead
Rivers Casino
07.2009 - 08.2013
- Plans, organizes, staffs, directs, and controls the activities of casino count and drop operations. Ensuring the compliance with applicable laws, rules and regulations of the Gaming Commissions, Federal and State laws governing monetary transactions and company policies, procedures and controls.
- Oversee the work of subordinates, with responsibility for coordinating and managing the exchange of information between the payroll office and the National Finance Center, and the Office of Security Operations.
- Assist in the counting and transferring the slot drop into the casino main bank.
- Responsible for dropping casino floor, up to 2,000 slot machines and table games per day.
- Removal and securing cash boxes from slot machines and table in accordance with casino and federal regulations.
- Prepare in a timely and accurate manner all paperwork turned in daily to accounting including but not limited to daily win/loss reports.
- Schedule Count Team Department Team Members, and conduct performance appraisals, interviews and corrective counseling for all Count Team clerks.
- Approval authority for the transference of monies to vaults as well as large sum pay-outs.
- Writes and distributes shift reports at the completion of each count, detailing any issues in need of attention to ensure future counts, run efficiently.
Passport Application Processor
Pittsburgh Passport Agency
05.2005 - 08.2005
- Provided expert on-demand, specialized verification of information submitted for initial issuance, renewal of United States Passports. Performs searches for customer Passport Applications as requested.
- Generate Informational Response Letters to request additional information/documentation for adjudicated passport applications.
- Contacts customers by phone for verification of mailing address and other information in response to telephone calls or e-mail received through National Passport Information Center.
- Operates various office equipment and machinery in the preparation, high speed scanning, book printing, processing, and mailing of passport and passport related documents.
- Responsible for the scheduling of applicate appointments.
- Assist with Acceptance Agent training; preparing training materials, conducts office tours for new employees.
Education
Bachelor of Science - Business Administration
Alabama State University
Montgomery, AL07.2008
Skills
- Teamwork and Leadership
- External Relations
- Personnel Development
- Finance Rules and Procedures
- Notary Public
- Financial Projections
- Hiring/Payroll
- Customer satisfaction
- Customer service
- Branch operations
- Relationship building
Timeline
Personal Banker
Citizens First Bank
10.2022 - Current
Deposit Exception Resolution Specialist
Hancock Whitney
09.2021 - 07.2022
Lead Teller
Westview Savings Bank
12.2017 - 04.2021
CMS/Vault Supervisor
Loomis
08.2015 - 12.2017
Count Room/Drop Team Supervisor
Rivers Casino
08.2013 - 06.2015
Count Room/Drop Team Lead
Rivers Casino
07.2009 - 08.2013
Passport Application Processor
Pittsburgh Passport Agency
05.2005 - 08.2005
Bachelor of Science - Business Administration
Alabama State University
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