Chelsea Smith

• Engage with schools consistently, ensuring effective communication and timely follow-up to strengthen professional relationships.
• Manage scheduling for training initiatives and webinars to ensure effective knowledge transfer.
• Prepare monthly reports to track schools' contract and grant activity.
• Organize and update information in the database to ensure accurate record-keeping.
• Assist team members in managing daily responsibilities to ensure operational efficiency.

• Managed debit card matters, including pin reorders and issuance of new debit cards, ensuring customer satisfaction and compliance.
• Identified transaction errors when debits and credits did not balance.
• Resolved problems or discrepancies concerning customers' accounts.
• Tracked and addressed discrepancies, documenting findings and ensuring timely resolutions.
• Controlled and rectified contract documents to financial obligations
• Demonstrated exceptional attention to detail in managing contract documents
• Processed documents for new account holders.
• Resolved discrepancies in customers' accounts, enhancing accuracy and trust in account management.

• Processed customer transactions, including deposits, withdrawals, and loan payments, ensuring accuracy and efficiency.
• Verified customer identification to uphold compliance with banking laws and regulations, enhancing security.
• Verified customers' identification to ensure compliance with laws and regulations.
• Delivered exceptional customer service while accurately handling routine transactions, contributing to customer satisfaction.

Proficiency using MS Office Suite including MS Word, Excel, PowerPoint, One Note, Outlook and Project.