BRITTNEY LANDRUM

Responsible as back-up to branch manager, supporting in branch operations, teller audits, internal control review for monthly new accounts, closed accounts, internal and external requests for new accounts—both business and consumer, knowledgeable of various types of account documents, with understanding of documents needed, prompt in follow-up and high-touch in communication with clients.

• Quality control to stay in accordance with federal and state banking laws (CIP, CDD, OFAC, & FCRA, among others), analyzing branch maintenance reports, verifying new/revised consumer and business accounts for accompanying documentation, scrubbing ChexSystems/BizChex reports for discrepancies or red flags, promptly communicated to BSA/Fraud team for Chexsystems alerts or possibility of fraud (ID theft, TIN/name mismatch, high risk scores, transaction activity), referring to BSA for possible SARs, resolving daily OFAC list to confirm mismatch or hit, submitting weekly Exceptions Report to gather missing documentation (or make corrections to received items), frequent communication with personal bankers and management regarding input of information, form completion, along with daily work scanning and indexing
• Dedicated to providing suggestions for procedures to aid in job functions and expand access to information via the company's intranet website
• Attended bank regulatory and security awareness training each year

• Reviewed and processed applications primarily for Trusts along with other fiduciary products, such as custodial accounts
• Made outbound calls to prospective clients along with existing customers, to gather additional information to process requests
• Funded new accounts once opened, manually processed and added appropriate notations to transactions
• Worked cases to completion, referring to other departments when necessary and complying with banking regulations

• Supported teller staff in the training of new hires, helped to oversee operations of the branch by conducting required monthly and quarterly audits, maintained electronic records of such items on the branch security documentation log, and spot checked daily for omissions and errors for quality control
• In addition to assumed teller duties, such as cash counting, daily drawer balancing, referral commitments, and handling member transaction requeststrained to work in other areas of branch need
• Took part in audits of new accounts: checking, savings, IRAs, CDs, etc
• In addition to new accounts: reviewed closed accounts, account modifications, change of address, check stop payments, etc
• Ran weekly reports to reconcile accounts opened and locate any missing documents, afterward preparing files to go to record retention
• Would generate daily teller activity reports and at the end of the week would run the weekly reports detailing general ledger activity
• Other duties included: account research, image requests, submissions for work orders, input for cash orders, answering telephone inquiries, resolving disputes, doing follow-ups to cited concerns, and frequently attending training sessions to keep abreast of new changes
• Created reference materials to aid in the knowledge of new hires
• Kept a system of organization for branch documents and followed retention schedule for such items

• Traveled, serving customers as the first point of contact in various branch locations
• Processed customers' financial requests accurately and timely
• Engaged in conversation to uncover the needs of those looking to do business
• Explained rate sheets and products such as share secured loans, certificates of deposit, money markets, IRAs, etc
• Operated Jack Henry software to transact deposits, loan payments, withdrawals, end of day balancing, as well as many other functions

• Attained TDI insurance license to resolve a daily average of 50-70 customer inquiries in a call center environment, explained insurance coverage, generated policy renewal documents with accompanying ID cards, added lienholder information, corresponded via email to complete requests and made modifications to auto policies as requested
• Successfully cross-sold additional products such as homeowners, umbrella, and renters insurance
• Handled policies in accordance with the Texas Department of Insurance licensing rules and those of different states