Breeann Sumner
Indiana
Summary
Dynamic professional with strong business acumen and a proven track record in driving growth through innovative sales strategies. Tech-savvy, with expertise in social media and a quick learning aptitude, enhancing technical operations and customer engagement. Possesses a commitment to embracing challenging roles that contribute to organizational success.
Overview
9
9
years of professional experience
Work History
Operations Specialist
Springs Valley Bank & Trust Company
Jasper, IN
06.2024 - Current
- Researches and processes non-posts, stop pays, NSFs, and processes ACH returns and corrections.
- Processed, verified and prioritized wire transfers.
- Streamlined support processes for card-related issues to enhance operational efficiency.
- Monitored cash management files and ensured their accuracy.
- Supported diverse customer groups in managing digital banking services efficiently.
- Facilitates completion of annual and monthly tax records.
- Ensure accuracy by reconciling various accounts with their respective ledgers.
- Oversaw preservation of all customer and account information.
- Facilitates Overdraft Program alongside preparing charge-off reports.
- Communicated professionally via phone and chat to assist with inquiries.
- Handled cash disbursements, check withdrawals, transfer of funds between accounts accurately and effectively.
- Scans documents, indexes them, performs account verifications.
- Adhered to all Bank Secrecy Act and Red Flag program requirements.
- Conducts assessments of reports for fraudulent indicators.
Customer Success Specialist
Square
, Remote
11.2021 - 06.2024
- Handled queries through phone and email from business banking customers related to checking accounts, savings products, loan services, and hardware payment arrangements.
- Maintained safe and secure processing platform by reviewing business documents for legitimacy.
- Consistently upheld established KPI benchmarks.
Customer Service Representative
GEICO
Indianapolis, IN
04.2018 - 06.2021
- Processes a high volume of inbound call traffic each day.
- Managed adjustments to insurance policies involving vehicle additions and removals.
- Resolved customer billing inquiries efficiently.
- Engaged with dealers to confirm vehicle coverage.
- Executed transactions related to customer policy payments.
Correctional Officer
State of Indiana
Indianapolis, IN
05.2016 - 04.2018
- Conducted regular patrols to ensure safety of incarcerated individuals and facilities.
- Maintained compliance with established safety guidelines.
- Directed cleanup tasks within the institution, coordinating inmate labor.
- Accompany incarcerated persons to designated spots in the prison complex for dining, healthcare appointments, job details, and recreational periods.
- Compiled detailed reports addressing rule violations and daily occurrences.
- Performed detailed inspections to identify prohibited items among incarcerated individuals and visitors.
Education
Bachelor of Science - Business Administration
Indiana University
Bloomington, IN01-2025
Associate of Applied Science - Criminal Justice
Ivy Tech Community College
Fort Wayne, Indiana03-2016
High School Diploma -
Northrop High School
Fort Wayne, Indiana06-2012
Skills
- Service Excellence
- Strong Interpersonal Skills
- Proactive Risk Assessment
- Effective Conflict Management
- JIRA
- CRM Software Proficiency
Timeline
Operations Specialist
Springs Valley Bank & Trust Company
06.2024 - Current
Customer Success Specialist
Square
11.2021 - 06.2024
Customer Service Representative
GEICO
04.2018 - 06.2021
Correctional Officer
State of Indiana
05.2016 - 04.2018
Bachelor of Science - Business Administration
Indiana University
Associate of Applied Science - Criminal Justice
Ivy Tech Community College
High School Diploma -
Northrop High School