Jared Beck
Oxford,MI
Summary
Detailed and motivated Relationship/Personal Banker with 3 years of financial experience. Accurate, organized and graceful under pressure. Outstanding leadership and organizational abilities with superb verbal and written communication skills.
Overview
2
2
years of professional experience
Work History
Deposit Operations Specialist
Oxford Bank
Oxford, MI
06.2020 - 06.2021
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts.
- Administered all daily maintenance activities related to deposit services in a timely and accurate manner, including ACH pre-notes, checks, NOC, ATM/Debits effecting balances transactions or disputes.
- Completed daily NSF/OD Item processing with departments, lenders and front-line team members
- Performed all tasks related to wire processing, input, verification, OFAC, stop/hold verification, balancing, service messages and wire repair. (Would sent over 75 wires a day)
- Maintained current knowledge of all federal and state laws and regulations, along with the Bank’s policies and procedures.
- Reviewed/Processed/Balanced branch items, incoming and outgoing cash letters, and foreign checks, and credit card payments.
Finance Intern
Altair
Troy, MI
09.2019 - 05.2020
- Reviewed financial statements and organized bills by vendor.
- Learned account receivable and payable.
Education
BBA - Business Management
Walsh College of Accountancy And Business Administration
Troy, MI06.2022
Skills
- Client Rapport-Building
- Excellent Communicator
- Outstanding Interpersonal Skills
- Handling Discrepancies
- Operational Efficiency
- Risk Management & Compliance
- Financial Institution Regulations
- Excellent Technical Skills
- Conflict Resolution
- Excellent work ethic
Timeline
Deposit Operations Specialist
Oxford Bank
06.2020 - 06.2021
Finance Intern
Altair
09.2019 - 05.2020
BBA - Business Management
Walsh College of Accountancy And Business Administration
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