Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
BSA Case Analyst I
Renasant Bank
04.2022 - Current
Enhanced case resolution efficiency by streamlining data analysis and documentation processes.
Achieved timely delivery of case reports through effective prioritization and time management skills.
Conducted thorough research to identify patterns and trends in cases, optimizing future investigations.
Collaborated with cross-functional teams for comprehensive case evaluations and resolutions.
Maintained high level of accuracy in all case documentation, ensuring legal compliance and consistency.
Managed complex caseloads effectively by multitasking and maintaining strong attention to detail.
Presented detailed case findings to relevant parties in a clear and professional manner, ensuring transparency throughout the investigation process.
Maintained strict confidentiality of all case information, adhering to company policies and ethical guidelines.
Escrow Tax Tracking Clerk
Renasant Bank
01.2021 - 04.2022
Increased efficiency by streamlining filing systems and organizing important documents.
Improved customer satisfaction by promptly answering inquiries and providing accurate information.
Collaborated with team members to complete tasks efficiently and meet deadlines.
Enhanced office organization with regular maintenance of files, records, and supplies inventory.
Processed mail accurately and efficiently, ensuring that all correspondence was distributed to the correct recipients in a timely manner.
Ensured confidentiality of sensitive documents through proper storage methods and restricted access control implementation.
Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
Reviewed files, records and other documents to obtain information to respond to requests.
Universal Banker
Guaranty Bank And Trust
07.2019 - 01.2021
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Streamlined account opening processes for increased efficiency in new customer onboarding.
Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
Demonstrated expertise in diverse banking platforms, consistently staying updated on industry trends and product offerings to better serve clients.
Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Teller
Community Bank
03.2017 - 05.2019
Improved customer satisfaction by providing efficient and accurate transaction processing.
Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
Assisted customers with account inquiries, resolving issues promptly and professionally.
Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.