Summary
Overview
Work History
Education
Skills
Timeline
Generic

JACOB COLTON

Fort Walton Beach,FL

Summary

Detail-oriented and analytical finance professional with experience in banking operations, compliance auditing, and cash handling accuracy. Proven success in managing branch-level audits, leading financial teams, and improving process efficiency. Passionate about payroll operations and data integrity. Strong grasp of payroll systems, reporting standards, and data reconciliation.

Overview

2
2
years of professional experience

Work History

Branch Operations Leader

Cadence Bank
09.2024 - Current
  • Manage vault operations, cash inventory, and all teller-level audits with 100% compliance rating.
  • Lead internal audit processes, including monthly/quarterly reviews and random cash verifications.
  • Coordinate team performance reviews and training on new compliance standards and sales goals.
  • Serve as the liaison for annual corporate audit, ensuring accuracy of submitted financial data.
  • Utilize teller platforms, CRM, and customer databases to track transactions and financial flows.
  • Report on performance trends, discrepancies, and risk items to senior management.

Personal Banker

Cadence Bank
10.2023 - 09.2024
  • Processed routine and complex transactions including deposits, payments, and fund transfers.
  • Performed customer financial reviews and provided banking solutions aligned with income trends.
  • Maintained meticulous records and followed federal compliance regulations for cash handling.
  • Assisted in customer onboarding, loan support, and internal workflow documentation.

Education

Bachelor of Science - Business Administration

University of West Florida
Pensacola, FL

Google Data Analytics Certificate - undefined

Coursera
06.2023

Skills

  • Payroll & Financial Auditing
  • PeopleSoft
  • Regulatory Compliance
  • Data Entry & Validation
  • Gross-to-Net Payroll Understanding
  • Leadership & Team Training
  • Forecasting & Financial Analysis
  • Microsoft Excel
  • Power BI
  • SQL
  • Supplemental Earnings Processing
  • CRM & Teller Platforms

Timeline

Branch Operations Leader

Cadence Bank
09.2024 - Current

Personal Banker

Cadence Bank
10.2023 - 09.2024

Google Data Analytics Certificate - undefined

Coursera

Bachelor of Science - Business Administration

University of West Florida

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