Brooke Myers

Run and create detailed weekly revenue reports using excel. Coordinate with our billing department to accurately reconcile multiple bank accounts. Effectively
manage purchase orders and inventory reports. Complete prescription drug audits for seven different locations. Create complex journal entries to ensure funds are paid out in a timely manner. Process our bi-weekly retirement account entries. Set up meetings with vendors to discuss active contracts. Actively participate in company
wide zoom calls. Monitor accounts payable emails through Outlook. Collect and create supply orders for all sites. Work closely with the CFO and CEO to ensure
we are in compliance with State and Federal regulations.

Supervisory Role of teller team, ensuring correct balancing and performance. Educating when an opportunity arose. Accurately process financial transactions. Custodian of the Vault and ATM. Completed cash orders and shipments along with processing branch supply orders. Provided guidance on regulatory procedures and adhering to policies put in place by the organization. Worked closely with the the Branch Manager to ensure branch operations met the standards set by the institution. Trainer of new hire teller positions to ensure success in their new role. Collaborated with business clients while correcting accounting errors.

Built and maintained relationships between clients and the institution. Confidently recommended solutions while working to understand the clients full financial
picture. Actively engaged in weekly team meetings to discuss our goals and how to be successful together. Created staff schedules using Microsoft Excel.
Utilized New York State Life, Accident and Health insurance to deepen relationships with clients by providing additional solutions to meet their needs.
Completed a high quota of outbound calls to ensure appointments were being set. Effectively used Outlook to schedule and set meetings/appointments with clients.
Worked closely with the Financial Advisor to manage the complex details on their calender. Train and mentor new and existing employees. Actively worked to achieve
Chairman's Club and Presidents Council in both 2018 and 2019.