Jacob Cargill
Haslet
Summary
Dynamic financial services professional with extensive experience at Fort Worth Community Credit Union. Proven expertise in corporate account management and compliance auditing, achieving a 99.5% accuracy in cash balancing. Adept at enhancing customer relationships and driving efficient electronic transaction processing, contributing to organizational success and client satisfaction.
Overview
22
22
years of professional experience
Work History
Financial Services Assistant
Fort Worth Community Credit Union
02.2016 - 01.2026
- Managed corporate account, completing adjustments, paying bills, and monitoring for fraudulent checks to ensure account security.
- Audited wire transfers for corporate, real estate and customer accounts
- Managed daily balancing and resolved general ledger outages for customer accounts
- Supported ACH Administrator in processing electronic deposits and debits for customer and corporate accounts, contributing to accurate and timely transactions.
- Addressed hundreds of daily emails on financial and plastic card issues, enhancing customer support and resolution efficiency.
- Completed monthly reports for Board Members and upper management decision making
- Reviewed and edited company compliance procedures for accuracy
Teller
Fort Worth Community Credit Union
01.2008 - 02.2016
- Maintained a balance accuracy of 99.5%
- Maintained accurate cash balancing in company vault, contributing to achievement of monthly bonuses.
- Organized and counted weekly cash shipments for company vault, ensuring secure handling and accuracy.
- Supported Head Teller in conducting weekly audits of staff tellers, enhancing accountability and compliance.
Teller
Southtrust Bank / Wachovia Bank
08.2004 - 01.2008
- Achieved monthly quotas for cross-selling bank products, enhancing customer engagement and service offerings
- Processed and allocated substantial change orders for commercial accounts, ensuring accurate cash flow management
- Supported Branch Manager in efficiently executing daily opening and closing procedures
Education
High School Diploma -
Fossil Ridge High School
Fort Worth, TX05-2002
Some College (No Degree) - Business
Tarrant County College
Fort Worth, TXSome College (No Degree) - Business
University of North Texas
Denton, TXSkills
- Financial analysis
- Audit compliance
- Risk management
- Accurate reporting
- Electronic transaction processing
- Account management
- Relationship management
- Transfer oversight
Timeline
Financial Services Assistant
Fort Worth Community Credit Union
02.2016 - 01.2026
Teller
Fort Worth Community Credit Union
01.2008 - 02.2016
Teller
Southtrust Bank / Wachovia Bank
08.2004 - 01.2008
High School Diploma -
Fossil Ridge High School
Some College (No Degree) - Business
Tarrant County College
Some College (No Degree) - Business
University of North Texas