
Accomplished Treasury Management Specialist with over two decades at Isabella Bank, enhancing cash management and electronic payment systems. Demonstrated adaptability and keen attention to detail, significantly improving transaction accuracy and customer satisfaction. Expert in fraud prevention and customer service, consistently exceeding team and client expectations.
1993-2015
Bank Teller
Processed customer transactions in person
Handled customer calls with various requests
Resolved any issue that appeared either for the customer or employees
Created accounts for existing and new customers
Balanced teller cash daily
Balanced the vault daily
Opened and closed the building
Attended conferences
Completed extensive training/Isabella University
Completed multiple types of daily jobs such as filing, balancing cards, checks, ATM
Manually completed certain business customer’s payroll
2010-2015
Branch Manager
Created work schedule for staff
Conducted employee evaluations/pay
Reported to upper Management
Lead monthly meetings
Able to run daily business thru major renovation
Processed customer transactions in person or over the phone
Balanced the vault daily
Opened the building before and after work
Attended Management meetings
Helped with daily teller jobs when needed such as balancing checks, cards, filing
2015-Current
Electronic Services/Treasury Management
My main job is processing outgoing and incoming wires. This is a detail oriented position being large sums of cash is being transferred and banking details need to be accurate. I would make phone calls to customer to verify information is correct and these phone calls would be recorded.
Support for online customers resolving issues over the phone. A call can range from a couple of minutes to almost an hour, depending on the situation.
Being the middle contact between customers and third party services
Support for business customers processing their payroll
Daily Synergy filing
Returning phone calls
Help co-workers when needed
Backup for co-workers jobs when they are gone
Community Involvement
2010-Current
Involved in Sports Boosters since 2010 to current
Volunteer for surrounding towns festivals and other community events
Participated in the Special Olympics
2009
Dale Carnegie
2009-2012
Extensive training/Isabella University
2009
Dale Carnegie