KAYLYNN TISDALE

Financial Services Representative

US Military

06.2017 - 10.2021

Utilized financial management decision support techniques to deliver sound financial advice to all levels of leadership.
Expertly handled requests and/or complaints.
Reviewed financial data for accuracy and resolved discrepancies.
Defined problems, collected data, established facts, and drew valid conclusions.
Drove continuous improvement within processes and systems.
Reviewed and approved assigned purchase requests to ensure costs were within the set budget.
Conducted variance analysis to identify trends and areas of improvement.
Processed financial transactions, followed-up on commitments.
Drove efficiency by reducing redundant work and increased productivity as required.
Provided clients with information on bank accounts, institutional policies, financial products, and related services.
Monitored and fulfilled customer banking requests by assessing and executing customer requirements.
Maintained records of accounts.
Verified and posted details of business transactions and managed account ledgers.
Oversaw operations of the finance department, set goals and objectives, and designed a framework for delivering results.
Coded data for input to financial systems.
Prepared and posted monthly statements to customers, and collected overdue payments.
Documented conversations with customers to track requests, problems, and solutions.
Assisted customers in making payments on accounts and setting up payment plans.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.