Financial services professional with 6+ years of wire transfer experience is looking to secure a Wire/ACH Transfer Specialist role. Offering strong attention to detail, fraud prevention, and customer service skills.
Overview
12
12
years of professional experience
Work History
Assistant Banking Center Manager
Central Bank of the Midwest
Overland Park, KS
08.2025 - Current
ATM: maintained cash levels, performed audits, and added/removed cash when needed
Supports Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards.
Performs all audits on branch staff
Assisted clients with opening accounts, account maintenance, learning about digital options, and assisted clients with their financial needs.
Completed transactions for clients with perfect accuracy. (Deposits, withdrawals, cashier’s checks, money orders, transfers, wire transfers, and change orders.)
In charge of ordering and selling cash when needed to maintain appropriate levels to meet customer’s needs.
Initiated domestic and foreign wire transfers for customers. Approved wires for team members before being sent out. Checked for any red flags or signs of fraud before approval was given. Reviewed wire documents for accuracy.
Notarized documents for customers
Audited coin machine and cash recycler
Client Relationship Specialist
Charles Schwab
Leawood, KS
11.2024 - 07.2025
Processed check deposits for clients into their IRA or Brokerage accounts
Helped clients fill out forms to open accounts either online or on paper
Processed cases for the financial consultants
Processed wire transfers for clients.
Helped clients fill out forms for various account maintenance
Scanned in documents for clients to our processing team for review and processing
Provided excellent customer service to each and every client
Branch Operations Lead-Manager on Duty
J.P.Morgan Chase Bank
Overland Park, KS
01.2020 - 01.2024
Supports Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards.
Introduces clients to the branch team who will build relationships and assist with specialized financial needs.
Questioned employees for understanding of key controls topics each month. Follow up with team to ensure knowledge is retained.
Performs surprise audits on all branch staff
Assisted clients with opening accounts, account maintenance, learning about digital options, and assisted clients with their financial needs.
Completed transactions for clients with perfect accuracy. (Deposits, withdrawals, cashier’s checks, money orders, transfers, wire transfers, and change orders.)
ATM custodian: maintained cash levels, performed audits, and added/removed cash when needed.
Vault custodian- ordered/sold cash when needed, performed audits, and processed buys and sells.
Review any new policies and procedures with branch employees weekly
Initiated domestic and foreign wire transfers for customers. Approved wires for team members before being sent out. Checked for any red flags or signs of fraud before approval was given. Reviewed wire documents for accuracy.
Bank Teller
Wells Fargo Bank
Overland Park, KS
04.2014 - 09.2020
Completed transactions for customers with perfect accuracy. (Deposits, withdrawals, cashier’s checks, money orders, transfers, express sends, and change orders.)
Found solutions for customer’s financial needs.
Helped with counting the vault and getting cash for team members.
Performed all opening and closing procedures that align with company policy.
Assistant Banking Center Manager at U.S. Bank, University Of Missouri On-Site LocationAssistant Banking Center Manager at U.S. Bank, University Of Missouri On-Site Location