Lakeishia Dobbs
Memphis,TN
Summary
Well-qualified financial leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements. Detail-oriented Financial Secretary with aptitude for recordkeeping and accounting. Bringing 21 years of experience in Financial positions to facilitate organizational growth through responsible financial management.
Overview
21
21
years of professional experience
Work History
Financial Secretary
Shelby County Schools
07.2021 - Current
- Received dues, fees and payments and provided transaction receipts.
- Maintained accurate records of organizational finances and generated reports as requested.
- Verified processing information and deposited received funds into organizational account.
- Enhanced financial transparency by implementing accurate record-keeping practices for all transactions.
- Implemented robust financial controls, preventing unauthorized access or misuse of funds and resources.
- Ensured timely invoice processing and payment, maintaining strong vendor relationships while upholding company reputation.
- Maintained confidentiality of information related to receiving, recording and depositing of funds.
- Coordinated seamless transitions during mergers or acquisitions by managing integration of financial systems and records.
- Supported senior leadership with informed recommendations for strategic investments based on careful risk assessments.
- Contributed to the development of annual budgets by providing valuable input based on historical data analysis.
- Boosted overall profitability by identifying areas of inefficiency or waste within operational budgets and recommending corrective measures.
- Developed comprehensive financial policies and procedures, ensuring consistency in accounting practices across the organization.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
- Addressed employee inquiries regarding pay issues promptly, fostering positive relationships between management and staff members.
- Managed payroll data entry and processing for 150 employees to comply with predetermined company guidelines.
- Maintained confidentiality by securely storing sensitive employee information according to established data protection protocols.
- Maintained payroll information by calculating, collecting, and entering data.
- Verified timekeeping records and handled any discrepancies with employees.
- Processed new hire paperwork and documents.
FINANCIAL RELATIONSHIP CONSULTANT
REGIONS BANK
01.2017 - 07.2021
- Identify customer needs, provide appropriate guidance and education for best solution Inform customers on ways to make banking easier with emerging bank technology and digital solutions Perform outbound calls to uncover proper need for customer through phone conversation Refer customers to different lines of business when additional needs are recognized Handle and resolve customer debit card/ACH disputes Cross trained as a teller to provide backup support Promote bank products and services by consistently cross-selling at every opportunity.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Implemented robust risk management procedures, minimizing potential losses and maintaining a secure banking environment.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Led a team of banking professionals in providing exceptional service and meeting sales targets consistently.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Trained employees on proper procedures and strategies to improve productivity.
BRANCH SERVICE LEADER III
Regions Financial Corp.
01.2012 - 01.2017
- Achieved branch goals, individual sales goals, and customer service goal Ensured branch teller referral goals and objectives are achieved by the teller line staff Coached/Motivated, trained, provided work direction, and communicated feedback to branch staff Assist teller staff in solving complex banking problems Mentored new employees and supervisors in customer service, branch operations, and banking procedures Ensured branch teller difference and controllable loss standards are achieved Balanced branch general ledger reports Managed supply of money for banking center needs were met based on cash limits and business demands Promoted bank products and services by consistently cross-selling at every opportunity.
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
- Coached staff to improve efficiency and revenue with more effective procedures and approaches.
Teller Supervisor
Regions Financial Corp.
01.2003 - 01.2012
- Greeted and interfaced with customers to facilitate daily banking transaction, addressed account and service concerns.
- Managed Teller staff and schedules Cross-sold bank products and services to increase sales and revenue for the company Helped new and existing clients open personal accounts, Expanded customer relationships by maintaining a regular follow-up process to build continuous rapport Maximized on sales behaviors to increase individual consumer, business, and lending goals Knowledgeable and skilled in areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Education
Bachelor of Professional Studies - Organizational Leadership
University Of Memphis
Memphis, TNMBA - Accounting And Business Management
University of Phoenix
Tempe, AZ10.2022
Skills
- Computer Knowledge 10 Key Typing
- 10 Key
- Backup
- Banking
- Computer Knowledge
- Credit
- Clients
- Customer service
- Debit
- Direction
- General ledger
- Money
- Rapport
- Sales
- Selling
- Phone
- Typing
- Bank Reconciliation
- Accounts Receivable
- Accounts Payable
- Data Entry
- Relationship Building
- Customer Satisfaction
- Documentation And Reporting
- Account Management
- Teamwork and Collaboration
- Client Relations
Timeline
Financial Secretary
Shelby County Schools
07.2021 - Current
FINANCIAL RELATIONSHIP CONSULTANT
REGIONS BANK
01.2017 - 07.2021
BRANCH SERVICE LEADER III
Regions Financial Corp.
01.2012 - 01.2017
Teller Supervisor
Regions Financial Corp.
01.2003 - 01.2012
Bachelor of Professional Studies - Organizational Leadership
University Of Memphis
MBA - Accounting And Business Management
University of Phoenix
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