Erin Simmons

• Manage opening and closing times for the branch

• Manage the employees on the teller line in addition to performing typical duties of a teller

• Accurately process various financial transactions including checks/cash for deposit, conduct withdrawals, issue receipts, and record transactions in the system

• Manage the Vault as well as oversee shipments of cash to and from the Main Vault

• Prepare and maintains daily and monthly teller related reports and logs

• Identify sales opportunities and refer customers to appropriate employee or business partner to achieve both business and individual goals

• Conduct monthly audits on the vault and quarterly on teller drawers

Enter, modify, and retrieve sensitive information into and from electronic health records, schedule systems, and reports, verifying insurances

Efficiently schedule medical appointments in a clinical setting

Perform patient support work

Adeptly identify and communicate patient concerns

Communicate with a wide range of medical professionals in various disciplines to ensure patient care

Effectively plan, organize, and work in a timely manner to ensure compliance with processes, policies, and regulations

Clearly communicate data in reports to internal and external parties

Light housekeeping, Meal preparation, Assist with Hygiene Services

Record treatment information in patient records

• Compliance & E-service Specialist
• Ensure strict adherence to Customer Identification Program (CIP) required by the Bank Secrecy Act through verification of member and new applicant’s identification documents
• Collaborated with stakeholders and executive leadership to establish project objective, standards, and guidelines
• Effectively investigated and resolve member complaints, concerns, and account issues
• Efficiently processed customer loan applications, stop payments, general ledger account transactions, and wire transactions
• Exhibited high levels of productivity to meet and exceed quarterly goals
• Surpassed specific performance measurements including but not limited to hold time, answer time, and time management in a complex customer service environment
• Displayed excellent leadership skills by mentoring others in my department to help them become successful team players
• Experienced in working remotely & independently with minimum to no supervision
• Exhibited high levels of communication tactfully and effectively, electronically, by phone, in person, in writing with internal and external members.
• Provided customer service and identifying members' concerns to ensure the best service is satisfactory.
• Achievements of sales and referral targets by providing an outstanding customer service experience.