Jennifer Tauber
Banking, Office Manager, Administrative Assistant
Wauseon,OH
Summary
Talented Manager with expert team leadership, planning, and organizational skills built during a successful career. Smoothly equip employees to handle daily functions and meet customer needs independently—diligent trainer and mentor with exceptional management abilities and a results-driven approach. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to impact company success positively.
Overview
24
24
years of professional experience
Work History
Team Coach
Discover Financial Services
06.2022 - Current
- Support the Team Leader with administrative duties
- Encourage and train employees to provide the best customer service
- Assisted customers and provided resolutions based on their needs
- Look for efficient ways to standardize bank practices
- Maintain and engage with customers and other associates in a sincere professional manner
- Facilitate meetings with peers to educate and prevent future issues.
- Conducted team meetings to discuss performance and set goals.
- Implemented strategies to improve overall team productivity.
- Identified areas of improvement and established action plans.
- Encouraged open dialogue among team members.
- Monitored progress towards achieving objectives.
- Maintained up-to-date records of individual progress.
- Recognized accomplishments of individuals and teams.
- Identified opportunities for process improvements within the team.
- Organized team-building activities to enhance communication and collaboration.
- Provided coaching and mentoring to individuals on the team.
- Evaluated individual performance and provided feedback.
Sales Associate
Kohl's
Defiance, OH
10.2021 - 01.2022
- Greeted customers and provided exceptional customer service.
- Provided accurate information about products, prices and services.
- Processed transactions using a point-of-sale system.
- Maintained up-to-date knowledge of store merchandise and policies.
- Built relationships with customers to encourage repeat business.
- Handled customer complaints in a professional manner.
- Upsold additional items based on customer interests and needs.
- Attended weekly team meetings to review performance goals and objectives.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Helped customers find specific products, answered questions and offered product advice.
- Engaged customers in friendly, professional dialogue to determine needs.
- Collected payments and provided accurate change.
- Worked with fellow sales team members to achieve group targets.
- Developed trusting relationships with customers by making personal connections.
- Assessed customer needs to provide assistance and information on product features.
- Built and maintained relationships with peers and upper management to drive team success.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Bagged or packaged purchases and wrapped gifts.
- Watched for and recognized security risks and thefts to prevent or handle situations.
Risk Management Assistant
Farmers and Merchants State Bank
Archbold, Ohio
08.2015 - 07.2020
- Supported the Risk Manager with his various duties
- Managed and maintained bank security and security equipment
- Assisted customers with fraudulent transactions and worked with them to prevent future issues
- Reviewed reports and general ledger accounts daily
- Worked with other Financial Institutions and companies during investigations
- Assisted all levels of law enforcement and the legal system with court orders.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Created travel arrangements for senior managers according to their requirements.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Prepared expense reports on behalf of executives in accordance with company policies and procedures.
- Handled confidential documents in an organized fashion according to established protocol.
- Scheduled appointments between clients and customers and internal staff members.
- Monitored progress on projects assigned by upper management.
- Answered questions from customers regarding products and services offered by the company.
- Scheduled appointments, meetings and events for management staff.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Updated system to organize office documentation, maximizing efficiency and increasing productivity.
- Set up workshops, conferences and meetings by scheduling and reserving rooms and preparing supplies.
- Used voice recorder or notepad to compose and transcribe meeting minutes.
- Reviewed and analyzed corporate policies, procedures, and processes to identify potential risks.
- Conducted data analysis on various financial metrics to assess risk exposures.
- Provided recommendations on ways to reduce or mitigate identified risks.
- Participated in meetings with senior executives to discuss current risk levels and strategies for improvement.
- Collaborated with other departments such as finance, accounting, IT. to ensure proper implementation of risk management initiatives.
- Performed research on emerging trends in industry-specific regulations or standards related to risk management practices.
- Maintained accurate records of all relevant information pertaining to risk assessment activities.
- Assisted with preparing materials for board meetings related to enterprise-wide risk management efforts.
- Collaborated with law enforcement officials for physical security breaches, safety emergencies and fraud cases.
- Participated in division safety and security meetings and joint safety task force meetings.
- Supported organization's risk management goals, strategies and processes.
- Produced and filed reports to inform senior management of current activities and progress with investigations.
- Analyzed data on price, stability and other factors affecting investment programs to incorporate into investment decisions.
- Monitored industry, technological and economic developments to stay current on potential risks.
- Instituted regular safety inspections and hazards management strategies to keep operations compliant.
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
- Conducted research to assist with routine tasks and special projects.
- Coordinated board and committee meetings, schedules, information preparation and distribution.
- Recorded and tracked operational expenses to identify and eliminate wasteful spending.
- Managed accurate and fully compliant AP/AR operations by documenting expenses, reconciling accounts and correcting discrepancies.
Loan Assistant/ Assistant Office Manager
Farmers and Merchants State Bank
Wauseon , OH
06.2010 - 08.2015
- Evaluated loan applications and supporting documents to determine creditworthiness of applicants.
- Processed loan payments, including interest calculations and adjustments for escrow accounts.
- Assisted customers with loan-related inquiries and requests for information or documentation.
- Reviewed credit reports to verify accuracy of information reported by credit bureaus.
- Answered customer phone calls regarding loan status, payment schedules, and other general inquiries.
- Verified accuracy of financial statements submitted by borrowers in support of their loan application.
- Provided guidance to customers on how to improve their financial standing in order to qualify for a loan.
- Assisted with underwriting decisions based on risk assessment criteria established by senior management.
- Worked closely with loan officers to ensure timely completion of all necessary paperwork associated with each transaction.
- Monitored industry trends and changes in regulations affecting consumer banking services.
- Participated in training sessions designed to increase knowledge about banking procedures, laws, and regulations pertaining to lending practices.
- Established strong relationships with clients through frequent communication about their accounts.
- Negotiated terms and conditions on behalf of the bank during negotiations with potential borrowers.
- Checked application documents for completion, integrity and compliance with bank standards.
- Followed bank policies as well as FLP, HMDA and TRID requirements.
- Managed loans from application to submission to closing by coordinating file movements between underwriter, mortgage lender and closing parties.
- Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
- Set and confirmed appointments with clients, realtors and business partners and initiated marketing contact with new leads and realtors.
- Generated estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation.
- Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.
- Scanned and uploaded loan and related documents into system.
- Checked applicant credit, personal references and employment histories.
- Accepted payment on accounts.
- Filed and maintained loan records.
- Prepared and delivered loan documents to title and escrow teams.
- Assembled and compiled documents for loan closings.
- Presented loan and repayment schedules to customers.
- Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
- Recorded expenses and maintained accounting records.
- Transferred and directed phone calls, guests, and mail to correct staff members.
- Coordinated board and committee meetings, schedules, information preparation and distribution.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Managed accurate and fully compliant AP/AR operations by documenting expenses, reconciling accounts and correcting discrepancies.
- Drafted agendas, recorded minutes, and generated documents to facilitate meetings.
- Delivered performance reviews to recommend additional training or advancements.
- Recorded and tracked operational expenses to identify and eliminate wasteful spending.
Bank Teller Supervisor
Farmers and Merchants State Bank
Wauseon, OH
10.2000 - 06.2010
- Supervised and evaluated teller staff, providing feedback on performance;.
- Ensured compliance with all banking regulations and procedures;.
- Assisted in developing and implementing training programs for new tellers;.
- Provided advice to customers regarding account options, financial services and products;.
- Resolved customer complaints promptly and efficiently;.
- Maintained accurate records of transactions, deposits, withdrawals.;.
- Monitored cash levels in each teller's drawer;.
- Processed customer requests for loans or other services;.
- Assisted with daily balancing of the branch's accounts;.
- Reconciled discrepancies between actual cash amounts and book balances;.
- Responded to inquiries from internal and external auditors regarding bank policies and procedures;.
- Conducted regular audits of teller activities to ensure accuracy of transactions;.
- Reviewed and approved time sheets for teller staff members;.
- Scheduled staff shifts according to business needs and staffing requirements;.
- Facilitated weekly meetings with the bank's management team about current issues facing the branch office ;.
- Generated reports outlining daily transaction activities at the branch level ;.
- Implemented new policies and procedures when needed.
- Generated reports and notification letters to distribute to account holders.
- Managed and balanced cash vault, audits and general ledger accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Verified transactions involving cashier's checks, money orders and account transfers.
- Supplied tellers with coin and currency.
- Verified amounts and integrity of every check or funds transfer.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Recorded expenses and maintained accounting records.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Delivered performance reviews to recommend additional training or advancements.
- Conducted research to assist with routine tasks and special projects.
- Recorded and tracked operational expenses to identify and eliminate wasteful spending.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Drafted agendas, recorded minutes, and generated documents to facilitate meetings.
Education
Associate of Science - Law (Pre-Law)
Ivy Tech Community College of Indiana
Indianapolis, IN05-2025
Associate of Science - Criminal Justice
Ivy Tech Community College of Indiana
Indianapolis, IN05-2025
Skills
- Microsoft Office Suite
- Communication
- Adapting
- Customer Service
- Coaching Techniques
- Feedback Delivery
- Influencing skills
- Team motivation
- Performance Improvements
- Active listening mastery
- Motivational Techniques
- Collaboration skills
- Staff Development
- Team Development
- Meeting facilitation
- Building Relationships
- Experience encouraging others
- Operations management
- Scheduling
- Payroll and budgeting
- Staff Management
- Expense reporting
- Policy and procedure modification
- Office management
- Administrative support
Timeline
Team Coach
Discover Financial Services
06.2022 - Current
Sales Associate
Kohl's
10.2021 - 01.2022
Risk Management Assistant
Farmers and Merchants State Bank
08.2015 - 07.2020
Loan Assistant/ Assistant Office Manager
Farmers and Merchants State Bank
06.2010 - 08.2015
Bank Teller Supervisor
Farmers and Merchants State Bank
10.2000 - 06.2010
Associate of Science - Law (Pre-Law)
Ivy Tech Community College of Indiana
Associate of Science - Criminal Justice
Ivy Tech Community College of Indiana