Mary Crabtree

I was moved to this position during the Agile transformation. I feel like I am more suited in a Support role. I have still been working in my old role and have not really worked in this new one.

• Supporting FMS clients
• Virtual Implementation for FMS clients
• Mastered balancing and formatting Financial Reporting.

• Troubleshooted problems within the Thrive software and worked with the development team for resolutions.

• Took initial calls for clients and helped them before sending to the Tier I support.

• Troubleshooting issues within the Thrive system and working with the development team to correct.
• Brainstorming new development concepts with development team.

• Inhouse support for Registration and Data Processing Ques.

Accomplishments:

• DP que at zero sits one day
• Maintaining situations to one page daily
• Favorite position at Evident. Always enjoy helping new employees with training and learning the software and enjoyed managing the que to help our reps solve more situations.

• Financial Support Que
• Financial Implementation

• Helped customers with their banking needs.
• Monitored and controlled the cash flow of the branch
• Verified amount of cash in cash drawer against day's receipts, quickly identifying errors
• Replenished ATM funds in empty canisters prior to validation process
• Answered inquiries regarding checking and savings accounts and other related products
• Created teller schedule to keep weekly and weekend shifts properly staffed
• Identified potential needs through observation, questioning, and listening
• Managed daily bank operations by processing customer transactions and providing exceptional customer service
• Recognized and prevented fraudulent activities and suspicious transactions
• Mentored and trained new tellers on bank procedures and customer service standards
• Enforced compliance with bank regulations and policies to reduce financial risks
• Counted, verified and handled bank deposits and armored car transactions

• Sales Tax Prep
• Quarterly PR Tax Prep
• Yearly Income Tax Prep