Kristi Barnes
Magee,MS
Summary
Banking professional with 10+ years’ experience in financial analysis, accounting, reporting, reconciliation, taxes and account management. Adept in providing exceptional client services in person and remotely. Displayed ability to translate difficult to understand concepts for other team members while mentoring, coaching and training where required.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Clerical Support Specialist
Mississippi Department of Human Services
10.2019 - 06.2020
- Provided administrative support to ensure efficient office operations
- Managed and maintained both electronic and physical filing systems, improving office efficiency by 20%
- Scheduled appointments and maintained calendars for team members
- Prepared and distributed correspondence, memos, and reports
- Handled incoming and outgoing mail and packages
- Directed phone calls and emails to appropriate personnel
- Assisted in the preparation of financial reports and budget summaries.
Universal Banker
PriorityOne Bank
04.2019 - 07.2019
- Processed cash/check deposits and withdrawals for customer savings, checking and business accounts in excess of $10K
- Reconciled clients’ multi-million-dollar accounts on a daily basis
- Delivered clients’ monthly, quarterly and annual accounts
- Responsible for balancing clients’ general ledger for all accounts
- Operated multi system platforms successfully to review and research customer account details for issues and resolutions
- Trained with fraud investigation team to reduce amount of fraudulent activity which saved the company $100K in potential loss
- Demonstrated leadership capabilities by assisting management in banker platform scheduling and de-escalating issues with irate customers as well as communicated effectively internally and externally to customers
- Handled multiple tasks and engagements simultaneously, accurately and efficiently while meeting deadlines.
Universal Banker
BankPlus
11.2011 - 04.2019
- Created and leveraged account maintenance procedures resulting in increased completeness and accuracy of all transactional processes
- Processed and reconciled $2M weekly in financial data, including inputting verifying and processing various client request by extracting data and validating it through different applications
- Maximized client account experience by effectively resolving or delegating 60+ inquiries and requests on a daily basis
- Collaborated with team members and leadership in order to develop creative solutions to common issues
- Created a form in excel that eliminated paper waste, improved customer wait time in filling out multiple tedious and repetitive forms
- Developed and implemented specialized and routing training plan for new hires and recently promoted employees resulting in a 15% decrease in ramp-up time for performing job duties
- Improved and revitalized desk procedures for daily processing, resulting in 12% less daily processing errors
- Generated business growth and client retention by providing excellent support, addressing client concerns in a timely and efficient manner and offering additional products and services
- Reviewed federal, state and international tax returns prepared by outside accounting firms
- Drove new client enrollment initiative which increased new business by 50% while significantly increasing service participation
- Provided viable solutions to deposit operational challenges by conducting root cause analysis and integrating necessary system component improvements
- Concluded the prior calendar year with a total reduction in fraud of approximately $1.5 million by detection and rejection through the bank’s Mobile Capture product/service.
Education
Bachelor of Business Administration - Business Management -
University of Southern Mississippi
Hattiesburg, MS05.2024
Associate of Arts - General Studies -
Hinds Community College
Raymond, MS05.2009
Skills
- Microsoft Office Suite
- Data Analysis
- Accounting
- Quickbooks
- Strategic Planning
- Regulatory Compliance
- Visio
- Administrative Support
- Meeting Facilitation
- Training and Development
- Researching and Reporting
Certification
Microsoft Excel Associate Certified
References
- Jerrica Kelly, Financial Institution Examiner, Federal Deposit Insurance Corporation, 769-231-6859
- Sedric Brinson, Engagement Consultant, The National Association of Credit Union Services Organization, 601-502-4746
- Tina Johnson, Mental Health Disability Director, Five County Child Development Program Inc., 601-270-3179
Timeline
Clerical Support Specialist
Mississippi Department of Human Services
10.2019 - 06.2020
Universal Banker
PriorityOne Bank
04.2019 - 07.2019
Universal Banker
BankPlus
11.2011 - 04.2019
Bachelor of Business Administration - Business Management -
University of Southern Mississippi
Associate of Arts - General Studies -
Hinds Community College
Microsoft Excel Associate Certified
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