Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cheryl Harris

Cameron Park,USA

Summary

Administrative Assistant with over six years of experience in banking operations and customer service. Expertise in account management, transaction processing, and record maintenance. Achievements include successful branch audit preparations and consistently high customer satisfaction ratings. Demonstrates strong organizational skills and operational support, enhancing client engagement and streamlining office operations.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Banking Center Officer

COMMUNITY WEST BANK
Roseville, CA
05.2023 - 05.2025
  • Assist in monitoring operations related expenses and help take actions to minimize branch expenses.
  • Help coordinate staff support for community activities sponsored by the bank.
  • Assist with Branch maintenance and safety and security activities.
  • Promptly greet customers and provide friendly customer service.
  • Maintain and balance a cash drawer.
  • Answer incoming calls from customers and other staff members and provide support.
  • Perform account transactions and inquiries, wire transfer requests, research transactions and client service issues.
  • Completion and submission of fraudulent activity dispute forms.
  • Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action as required.
  • Perform Notary Public duties.
  • Process domestic and foreign currency exchange/sales orders.
  • Participate in branch promotional events and participate in CRA and volunteer activities.
  • Perform monthly branch certifications and submit documentation.
  • Complete daily review of reports, corrections, branch cash balancing, and transaction review.
  • Assist with oversight of daily operations and new accounts tasks.
  • Assist with the gathering and preparation of documents for branch audits.
  • Review and approve client transactions, subject to authorized limits.
  • Help with various operational activities, including ordering/shipping cash, balancing the ATM and cash recyclers.
  • Actively listen to clients to assess their needs for additional products and services.
  • Enter and maintain new and current customer data in database and verify accuracy.
  • Open, update and close checking and savings accounts and safe deposit boxes for consumers, sole proprietor, corporation, LLC, trust, non-profit, public and municipal deposit accounts.
  • Assist clients with on-line consumer VISA card applications and Accept consumer loan applications, secured loans, business Quick Lines and home equity lines, and verify supporting documents are included.
  • Assist with training and coaching, also act as a mentor and development coach for junior branch team members.
  • Provide operational and branch services support to other offices, as needed.

Corporate Accounting Clerk

PROEQUITY ASSET MANAGEMENT CORPORATION
El Dorado Hills, CA
12.2022 - 04.2023
  • Process accounts Payable and receivable.
  • Prepare accounting reports using QuickBooks.
  • Post Billing statements to accounts
  • Create invoices for services rendered.
  • Prepare commission statements for processing.
  • Help ensure all data for payroll is correct and has been approves for processing.
  • Track state entity registrations and help file updates as required.
  • Help prepare data spreadsheets.
  • Reconcile accounts in QuickBooks to bank statement each month.

Senior Banking Center Specialist

CENTRAL VALLEY COMMUNITY BANK
Cameron Park, CA
06.2018 - 12.2022
  • Promptly greet customers and provide friendly customer service.
  • Maintain and balance a cash drawer.
  • Answer incoming calls from customers and other staff members and provide support.
  • Perform account transactions and inquiries, wire transfer requests, research transactions and client service issues.
  • Completion and submission of fraudulent activity dispute forms.
  • Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action as required.
  • Perform Notary Public duties.
  • Process domestic and foreign currency exchange/sales orders.
  • Participate in branch promotional events and participate in CRA and volunteer activities.
  • Perform monthly branch certifications and submit documentation.
  • Complete daily review of reports, corrections, branch cash balancing, and transaction review.
  • Assist with oversight of daily operations and new accounts tasks.
  • Assist with the gathering and preparation of documents for branch audits.
  • Review and approve client transactions, subject to authorized limits.
  • Help with various operational activities, including ordering/shipping cash, balancing the ATM and cash recyclers.
  • Actively listen to clients to assess their needs for additional products and services.
  • Enter and maintain new and current customer data in database and verify accuracy.
  • Open, update and close checking and savings accounts and safe deposit boxes for consumers, sole proprietor, corporation, LLC, trust, non-profit, public and municipal deposit accounts.
  • Assist clients with on-line consumer VISA card applications and Accept consumer loan applications, secured loans, business Quick Lines and home equity lines, and verify supporting documents are included.
  • Assist with training and coaching, also act as a mentor and development coach for junior branch team members.
  • Provide operational and branch services support to other offices, as needed.

Receiving Associate - Electronics Sales Associate

WALMART
Placerville, CA
11.2015 - 05.2018
  • Receive merchandise through back of store from outside vendors and packages from UPS, FED EX, USPS.
  • Enter merchandise into computer database after receiving in good condition using handheld terminal.
  • Maintain a safe and clean receiving area, use manual pallet jack to move pallets of merchandise.
  • Complete end of day paperwork and logs and file in proper areas.
  • Help maintain inventory control over vendors back stock and areas.
  • Prepare and damage food items for markdown, donation or disposal.
  • Provide excellent customer service and promptly answer customer service phone calls.
  • Able to remain calm when addressing customer complaints and offer appropriate resolution.
  • Operate a POS system and cash register and follow proper procedure for handling returns.
  • Ensure that merchandise is properly labeled and priced, replenish sales floor with stock from back stock.
  • Ensure that all displays are up to date on promotion information and are secured properly.

Education

High School Diploma -

Oak Ridge High School
El Dorado Hills, CA

Skills

  • Banking operations
  • QuickBooks
  • Cash handling
  • Notary Public
  • Inventory control
  • Customer service
  • Communication
  • Teamwork
  • Mentorship and coaching
  • Organization
  • Problem solving
  • Attention to detail
  • Microsoft Office Suite
  • Account management
  • Audit preparation
  • Fraud detection
  • Data entry
  • Compliance monitoring
  • Team leadership
  • Client needs assessment

Certification

California Notary Public May 2025 to May 2029

Timeline

Banking Center Officer

COMMUNITY WEST BANK
05.2023 - 05.2025

Corporate Accounting Clerk

PROEQUITY ASSET MANAGEMENT CORPORATION
12.2022 - 04.2023

Senior Banking Center Specialist

CENTRAL VALLEY COMMUNITY BANK
06.2018 - 12.2022

Receiving Associate - Electronics Sales Associate

WALMART
11.2015 - 05.2018

High School Diploma -

Oak Ridge High School

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