Julie Latimer
Watseka,IL
Summary
Dynamic Deposit Operations Specialist with a proven track record at Iroquois Federal, excelling in compliance and accuracy. Demonstrated exceptional attention to detail and effective communication skills while enhancing service delivery and resolving discrepancies. Proficient in banking software, I consistently fostered a collaborative environment, ensuring customer satisfaction and operational efficiency.
Overview
24
24
years of professional experience
Work History
Deposit Operations Specialist
Iroquois Federal
Watseka, IL
05.2022 - 05.2026
- Ensured timely resolution of customer inquiries by working closely with customer service representatives and other departments as needed.
- Processed account maintenance requests and checked for alignment with bank policy.
- Maintained confidentiality of bank's customers and adhered to all regulatory requirements.
- Conducted thorough investigations into complex issues or discrepancies related to deposits, resolving issues promptly while maintaining high levels of customer satisfaction.
- Handled PIN reorders, new cards and maintenance for debit cards.
- Executed wire transfers, stop payments and account transfers.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Handled ATM service maintenance and disputes.
- Wrote and distributed customer correspondence.
Deposit Operations Specialist
Kentland Bank
Kentland, IN
10.2002 - 04.2022
- Processed and verified deposit transactions for accuracy and compliance with regulatory standards.
- Managed daily reconciliation of deposit accounts to ensure balanced financial records.
- Trained and mentored junior staff on best practices in deposit operations and compliance protocols.
- Processed foreign items and returned mail.
- Ensured timely resolution of customer inquiries by working closely with customer service representatives and other departments as needed.
- Maintained confidentiality of bank's customers and adhered to all regulatory requirements.
- Processed account maintenance requests and checked for alignment with bank policy.
- Conducted thorough investigations into complex issues or discrepancies related to deposits, resolving issues promptly while maintaining high levels of customer satisfaction.
- Managed daily deposit operations tasks, ensuring accurate and timely completion of all transactions.
- Participated in internal audits conducted by the bank''s audit department or external regulators, providing necessary documentation and addressing any concerns raised during the review process.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Executed wire transfers, stop payments and account transfers.
- Performed account maintenance by closing out accounts and changing customer addresses.
Education
Associate of Science - Business Management
Robert Morris College
Springfield IL12.1990
Skills
- Strong organizational skills
- Effective communication
- Efficient workflow management
- Experience with bank audits
- Debit card dispute claims resolution
- Exceptional attention to detail
- Debit card disputes
- Experience with account reconciliation
- Proficient in banking software
- Competency in Microsoft office suite
- Positive attitude
- Data entry
- Time management abilities
- Self motivation
- Reliability
- Attention to detail
Timeline
Deposit Operations Specialist
Iroquois Federal
05.2022 - 05.2026
Deposit Operations Specialist
Kentland Bank
10.2002 - 04.2022
Associate of Science - Business Management
Robert Morris College