Kelly Braafladt

• Process mail trays of dental claims daily for all Federal dental plans
• Adhere to HIPAA rules and regulations
• Help with any overflow work when needed

• Transported and safely delivered items to prevent damage or loss.
• Determined optimal routes based on GPS application information and knowledge of local routes.
• Reviewed and verified invoices and purchase requests to confirm accuracy.
• Delivered goods in a timely fashion while adhering to speed limits and other traffic regulations.
• Utilized GPS and maps for efficient route planning.

• Followed established guidelines for picking orders accurately.
• Ensured safety protocols were followed at all times while operating machinery.
• Processed returns of defective merchandise as required.
• Operated scanners, computers, and other equipment to track orders.
• Maintained a clean work area by sweeping, mopping, and dusting shelves.
• Identified discrepancies between physical count and computer data.
• Assembled orders according to customer requests.
• Prepared and completed warehouse orders for delivery or pickup according to schedule.

• Provides quality support to investment sales staff, other internal staff, customers, and compliance but responds to and resolves issues, research requests, and compliance questions associated with operations processing of investment-related products and services.
• Supports all investment operations' procedures, and acts as a liaison between back and front office and other staff.
• Isolates and identifies the source of problems.
• Provides timely resolution to problems to adhere to regulatory requirements and service level agreements.
• Follows up with internal or external customers, ensuring problem resolution.
• Develops and maintains documentation of all activities.

• Provides consistent, exceptional customer service to all UBB respondents and is able to support UNET & UNETexchange (UBB's online banking product and image exchange network) users by being knowledgeable of all aspects of the online banking system & check image systems.
• Provides backup for other staff positions as dictated by absences or other circumstances that may arise.
• Performs accurate online data entry and data program enactment to ensure established deadlines are met.
• Reconciles/researches/tracks outstanding returns, adjustments and cash letters, and prepares entries to DDA accounts as needed.
• Assists customers with training and product utilization, answers incoming calls and/or requests, troubleshoots, solves problems and provides resolution to supported users or other team members within the contracted scope of support for each client.
• Performs UNET processing (ACH/LDRIN/Adjustments)
• Provides support to staff and members on special projects.
• Handles respondent institution DDA account inquiries.
• Investigates questions in regard to account postings & procedures. Enters a variety of information to respondent institution accounts in an accurate manner to meet established deadlines.
• Uploads and verifies file transfers to and from various sources

• Enters a variety of information to respondent institution accounts in an accurate and timely manner to meet established deadlines
• Performs updates daily to provide accurate account information for the UNET system (UBB's online banking product)
• Uploads and verifies file transfers to and from various sources
• Investigates any questions in regards to account postings, procedures and bank policies
• Reviews and refers new business to appropriate internal departments or external organizations
• Assists customers with product utilization, answer incoming calls and/or requests, troubleshoots, solves problems and provides resolution to supported users or other team members within the contracted scope of support for each client
• Balances and reconciles UBB's inclearings, verifying signatures and authorizations to prevent fraudulent items from clearing customer DDA accounts
• Maintains records and deposits daily drafts received from respondent institutions
• Handles electronic processing of Canadian checks and processing/collection of foreign checks
• Handles foreign currencies with vendors
• Completes and sends audit requests to banks and/or auditors, along with accompanying reports from other departments.

Responsible for helping process daily overdrafts every morning

Coordinate the daily teller operations within the branch manager, including scheduling, training and daily teller work

Maintain security and control measures within the department

Conduct reviews for teller staff yearly

Promote a sales environment in which all personnel are familiar with bank products

Enforce cash standards and perform monthly teller and vault audits along with maintaining bait money

Receive and process customer transactions such as deposits, check cashing and loan payments

Act as the main banker on the floor to assist customers and loan department with new accounts, certificate of deposits, IRA's, safe deposit boxes, wires, notaries and many other various tasks

Review and approve customer transactions that require a supervisor override

Perform balancing of the cash vault, and ATM

Assist branch manager with department meetings including the development of training

programs

Initiate branch currency and coin order shipments

Process cash/coin orders and deposits from the Federal Reserve Promote a positive and cooperative working environment.