Orderly Quality Control Specialist with keen eye for detail and results-driven approach. Working computer knowledge and proficiency in job-related software. Detail-oriented committed to improving organizational outcomes by monitoring performance initiatives. Focused on planning, implementing and optimizing procedures. Specializing in banking operations and dedicated to maximizing quality.
Overview
10
10
years of professional experience
Work History
Quality Control Specialist
First National Bank
Bastrop, TX
03.2014 - Current
Performed detailed checks for New Accounts and Account Maintenances, ensuring they met the required standards.
Monitored and documented totals for New Account and Account Maintenance reports
Monitored and documented error reports resulting from quality control checks for customer service representatives.
Managed error tracking reports for OFAC, ChexSystems, Account Due Diligence, and Customer Due Diligence.
Oversee online account opening, ensuring customers are taking care of in an efficient manner
Assisted in the maintenance of the streamline platform, executing updates and various platform changes
Assisted with workflows for incoming Synergy document changes or updates and handled queries from deceased customers.
Supported efficient handling of incoming and outgoing mail within the branch
Contributed to the development of bank product policies, procedures, and How-to-guides.
Provided support in the testing of nCino updates and troubleshooting any arising issues.
Conducted compliance checks for new customers, ensuring adherence to OFAC, ChexSystems, ADD, and CDD standards.
Streamlined the process of online account opening and customer relationship onboarding.
Supported bank audit processes through assistance in areas like Safe Deposit Box, W8 Customers, Dormant and Escheat accounts, and End of Year reports.
Assisted branches with any questions related to products and services
Remain knowledgeable about regulation updates from FED or bank policies.
Participated in training programs designed to improve job performance skills.
Attended seminars and workshops to stay abreast of industry trends.
Prepared reports on branch activities for senior management review.
Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads with being a Kiwanis member
Performed regular reviews of customer accounts to ensure compliance with regulations.
Customer Service Representative II
First National Bank of Bastrop
Bastrop, TX
03.2014 - 09.2022
Processed deposits, withdrawals, loan payments and other financial transactions accurately and efficiently.
Greeted customers, identified their needs and provided appropriate service.
Provided excellent customer service by responding to customer inquiries or concerns in a timely manner.
Assisted customers with opening new accounts and completing paperwork as necessary.
Resolved discrepancies on account balances by researching past transactions and contacting customers when needed.
Opened new accounts, including savings, checking, certificates of deposit and individual retirement accounts.
Adhered to all applicable laws, regulations, policies, and procedures relating to financial services.
Conducted research into customer questions or problems using available resources.
Education
High School Diploma -
Bastrop High School
Bastrop, TX
05-2009
Medical Assisting And Phlebotomy Degree - Medical Assisting And Phelbotomy
Allied Health Careers
Austin Texas
11-2009
Skills
Internal Audits
Equipment Calibration
Non-conformance reporting
Process Validation
Technical knowledge
Powerpoint Presentations
Due diligence
Analytical Thinking
Staff Training
Strategic Planning
Banking regulations
Timeline
Quality Control Specialist
First National Bank
03.2014 - Current
Customer Service Representative II
First National Bank of Bastrop
03.2014 - 09.2022
High School Diploma -
Bastrop High School
Medical Assisting And Phlebotomy Degree - Medical Assisting And Phelbotomy