Motivated Banking and Customer Service Professional with a strong work ethic and adaptability. Demonstrated exceptional interpersonal skills while effectively managing responsibilities without supervision. Committed to mastering new challenges and contributing to team success.
Overview
4
4
years of post-secondary education
29
29
years of professional experience
Work History
Banking and Compliance Professional
Citizens Bank of Mooresville
Mooresville, Indiana
05.1997 - 08.2026
Ensured compliance with regulations to protect customer information.
Followed detailed BSA, AML, PATRIOT Act, Currency Transaction Reporting, and FinCEN requirements and standard operating procedures.
Conducted annual Bank Secrecy Act training and received recognition for clear, accurate procedure writing.
Maintained compliance records and documentation, ensuring confidentiality of customer and financial information.
Tracked financial activity using CSI NuPoint and Verafin and completed accurate, timely data entry and record updates.
Researched account activity and customer inquiries, communicated findings to management and staff, and collaborated to resolve or escalate issues.
Processed payments, financial transactions, account requests, cash, and balanced accurately while safeguarding sensitive personal information.
Served business customers as a Business Teller and managed vault cash and balancing responsibilities as a Vault Teller.
Delivered customer service in a fast-paced environment, addressing inquiries, identifying needs, and resolving concerns efficiently.
Ensured customer satisfaction by promptly addressing questions and resolving issues.
Education
Bachelor of Science - Secondary Mathematics Education
Purdue University
Indianapolis, IN
09.1993 - 05.1996
No Degree Or Certification - General Studies
Huntington University
08.1991 - 05.1993
Skills
Remote Work Data Entry Documentation accuracy Financial Compliance Adherence Confidential Information Issue resolution Multitasking Time Management Team Collaboration
Microsoft Word Microsoft Excel Microsoft Outlook Microsoft Teams Internet Research
HEALTHCARE ROLE READINESS
Title: PATIENT SCHEDULER AND CALL CENTER CUSTOMER SERVICE
Timeline
Banking and Compliance Professional
Citizens Bank of Mooresville
05.1997 - 08.2026
Bachelor of Science - Secondary Mathematics Education
Outpatient Administrative Specalist at SUNY Upstate Medical University HospitalOutpatient Administrative Specalist at SUNY Upstate Medical University Hospital