Marsha Freeland
Burton,MI
Summary
To secure a challenging and responsibility position where I can utilize my skills and abilities to the benefit of the company and my professional growth.
Dependable and detailed-oriented to manage multiple tasks and priorities. Broad experience includes Office Management, 10+ years of banking experience, account receivable, invoicing, Recognized for exemplary customer service and team collaboration.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Remote Delivery
Security Credit Union
Holly , MI
10.2023 - Current
- Provided prompt and courteous service to all internal/ external customers
- Maintained the security of all codes, procedures, and other items related to office security
- Maintained working knowledge of; lending policy, loan approval guidelines, and other related laws and/ or regulations; NADA values/resources; and HMDA
- Maintained thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, TrueChecks, and OFAC
- Maintained functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down
- Training the new hire
- Processing loans
- ITM(Interactive Teller Machine); Processed customer deposits and withdrawals, Entered transactions into computer and issued customer receipts
Business Office Administrator
Edward Jones
Stuart, FL
03.2023 - 08.2023
- Interacted professionally with clients and inside personnel, answering questions and responding to phones and emails inquiries.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays upon FA's request.
- Create memos, letters and other documents, fostering internal and external communication
- Prepared tax documents to be processed upon FA's request.
- Replenished office supplies, placed new orders for restocking to maintain inventory
- Provide Input on branch goals/ Business planning
- Processed daily wires, deposits, EFT's
- Marketing Operations
- Open accounts and process Trades/ Transfers at FA's direction
FSR/Communication Center Representative
Security Credit Union
Holly, MI
04.2017 - 12.2022
- Processed new account applications efficiently while verifying all required documents were received.
- Cross-sold additional products or services as appropriate based on customer needs.
- Answered incoming phone calls from customers seeking assistance with their accounts.
- Maintained working knowledge of; lending policy, loan approval guidelines.
- Identified potential fraud cases and escalated them according to policies and procedures.
- Supported sales team members to drive growth and development.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
Teller
Security Credit Union
Burton , MI
12.2016 - 04.2017
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Performed cash handling duties including counting currency, coins and checks.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Welcomed customers and offered pleasant service during entire transaction.
- Explained bank services, financial products and applicable fees to customers.
- Entered transactions into computer and issued customer receipts.
Teller
Wells Fargo
Lighthouse Pointe, FL
01.2011 - 11.2016
- Performed all teller related duties, including, but not limited to; balance cash drawer, checks received, TCD's, and other miscellaneous items; process payments, deposits, withdrawal, etc
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Performed daily reconciliation of teller drawer within established limits.
- Adhered to financial services security and audit procedures.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Won multiple "Top Sales Contributions" awards
Cashier/Brand Ambassador
Macys Department Store
Coral Springs, FL
02.2007 - 01.2011
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Cash Handling experience
- Ensure selling floor presentations are maintained and quickly restock them when necessary
- Supervised front desk operations, cash handling, transactions and customer service tasks.
- Operated cash registers to receive payments from patrons.
Education
Piper High School
Sunrise, FL05-2007
Skills
- Strong clerical and Mathematical skills
- Knowledgeable of Microsoft Office- Word, Excel, PowerPoint, Outlook
- Ability to work Cooperatively and/ or independently
- Excellent customer service skills
- Exceptional problem-solving skills
- Outstanding verbal and written communications skills
Certification
Licensed Resident Producer
Accomplishments
- Top Sales Contributor
- Top Customer Service Awards
- New Hire Trainer
Timeline
Remote Delivery
Security Credit Union
10.2023 - Current
Business Office Administrator
Edward Jones
03.2023 - 08.2023
FSR/Communication Center Representative
Security Credit Union
04.2017 - 12.2022
Teller
Security Credit Union
12.2016 - 04.2017
Teller
Wells Fargo
01.2011 - 11.2016
Cashier/Brand Ambassador
Macys Department Store
02.2007 - 01.2011
Piper High School
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