Derick Wartzenluft
Mertztown,PA
Summary
Detail-oriented accounting professional skilled in accurately processing transactions and managing client accounts. Strong commitment to compliance and customer satisfaction, leveraging knowledge of financial regulations to foster trust and reliability in service delivery.
Overview
10
10
years of professional experience
Work History
Member Experience Associate
First Commonwealth Credit Union
10.2023 - Current
- Processed transactions accurately while maintaining compliance with regulations.
- Maintained up-to-date knowledge of financial regulations and policies.
- Resolved member issues through effective communication and problem-solving.
Financial Service Representative
Fleetwood Bank
02.2023 - 10.2023
- Assisted clients with account inquiries and transaction processing.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Developed financial plans to help clients achieve their goals.
Assistant Front End Manager
Weis Grocery Markets
06.2016 - 02.2023
- Updated knowledge of store policies on payments, returns, and exchanges to ensure compliance and enhance customer service.
- Analyzed sales data to identify trends and opportunities for growth.
- Collaborated with department managers to optimize customer experience.
Education
Bachelor of Science - Accounting
Penn State University
Reading, PA12-2022
Associate of Science - Accounting
Reading Area Community College
Reading, PA05-2020
Skills
- Data analysis tools
- Microsoft Office
- Budget management
- Analytical thinking
- Solid verbal & written communication
- Adaptability
- Discipline
- Empathetic
Timeline
Member Experience Associate
First Commonwealth Credit Union
10.2023 - Current
Financial Service Representative
Fleetwood Bank
02.2023 - 10.2023
Assistant Front End Manager
Weis Grocery Markets
06.2016 - 02.2023
Bachelor of Science - Accounting
Penn State University
Associate of Science - Accounting
Reading Area Community College