Emily Moritz
Sherman
Summary
Dedicated team worker with attention to detail and time management. Nearly 12 years of banking experience from the Teller line to Branch Operation Support within back office, with the ability to adapt to any environment to help perform an excellent customer service experience.
Overview
14
14
years of professional experience
Work History
Branch Operations Specialist II
SouthState Bank, Formerly Independent Financial
09.2020 - 06.2025
- Monitored 9 shared inboxes and 9 shared phone lines, assisting colleagues and Financial Centers with support to ensure customer satisfaction is achieved in a timely and professional manner.
- Providing guidance and support to my peers, assisting in all areas to help complete daily tasks and any additional assignments given.
- Knowledge of IntraFi products, opening and reviewing ICS and CDARS account types for customers, ensuring funds are safely secured.
- Reviewing New Account and Revised Account documents within Synergy for accuracy and completion for all account types.
- Assisted in a UAT Testing environment for changes and updates, providing test scripts and detailed images of all findings to ensure data is properly transmitted to live production.
- Assisted in researching and providing evidence for Chase outages regarding Financial Center Cash Shipments and Deliveries. As well as reviewing and approving cash orders and deposits for financial centers.
- Assisted with daily review of Reg CC Reporting, ensuring that all Reg CC Holds have been placed accurately and within procedure.
- Assisted with training new employees with current procedures and acted as a mentor for interns within my department.
Lobby Services Representive | Teller II
Independent Financial
09.2013 - 09.2020
- Maintained a teller drawer and performed daily balancing audits with little to no teller outages.
- Assisted with daily vault balancing, ensuring cash on hand was accurate.
- Provided excellent customer service, answering phone calls and assisting with account inquiries and greeting the customer by name when able.
- Opened new accounts and revised old accounts with procedural guidance.
- Provided Teller and TCR training to all new hires and provided guidance to most North Texas region locations with teller questions and error research.
Customer Service Representive | Cash Office Clerk
Kohls Department Store
03.2011 - 09.2014
- Processed customer returns, credit card payments, and price adjustments.
- Ensured all returns were organized with correct pricing and SKU numbers for floor replacement.
- Performed daily cash drawer audits to ensure accuracy and prepared cash and check deposits to Chase for weekly pickup.
- Performed daily jewelry merchandise audits to and from the vault for loss prevention.
- Assisted in Customer Service Department training and Cash Office training for new employees.
Education
Accounting
Grayson County College
Denison, Texas08.2010
Skills
- Customer Service
- Detail Orientated
- Adaptability
- Time management
- Cash Handling
- Interpersonal
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Branch Operations Specialist II
SouthState Bank, Formerly Independent Financial
09.2020 - 06.2025
Lobby Services Representive | Teller II
Independent Financial
09.2013 - 09.2020
Customer Service Representive | Cash Office Clerk
Kohls Department Store
03.2011 - 09.2014
Accounting
Grayson County College
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