Mary Ford
Banking
Plainfield,IN
Overview
24
24
years of professional experience
Work History
Sr Personal Banker
Northern Trust
Phoenix
04.2018 - 08.2023
- Coached junior staff members on best practices related to personal banking services.
- Tracked account activity for compliance purposes in accordance with internal policies and government regulations.
- Cultivated relationships with local businesses by offering customized business banking packages.
- Analyzed customer financial information to recommend suitable banking products that meet their individual needs.
- Resolved customer complaints quickly and efficiently while maintaining a professional demeanor at all times.
- Assisted customers with opening new accounts, making deposits, withdrawals and transfers in accordance with banking regulations.
Consultant Client Services
Northern Trust
Phoenix
06.2015 - 04.2018
- Reviewed existing policies and procedures to suggest necessary improvements.
- Evaluated existing systems and processes against industry best practices to enhance efficiency.
- Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
- Identified needs of customers promptly and efficiently.
- Maintained positive working relationship with fellow staff and management.
- Assessed company operations for compliance with safety standards.
Reconciliation Account Specialist
Zion Bancorporation
Phoenix
11.2013 - 06.2015
- Analyzed data sources such as balance sheets, income statements, and trial balances to detect errors or inconsistencies.
- Collaborated with other departments within the organization to investigate any discrepancies found during reconciliation process.
- Researched payment history for customers when necessary in order to accurately reconcile accounts receivable balances.
Client Service Consultant
Northern Trust
Phoenix
03.2008 - 06.2013
- Resolved client issues in a timely manner while maintaining excellent customer relations.
- Participated in team meetings to discuss new initiatives and strategies for providing excellent client service.
- Provided prompt, accurate and courteous customer service to clients.
- Performed data entry of client information into databases and software programs.
SR Teller
Northern Trust
Sun City West
03.2005 - 03.2008
- Managed multiple tasks simultaneously while meeting deadlines efficiently.
- Upheld compliance standards set forth by federal regulations such as Bank Secrecy Act Anti-Money Laundering.
- Advised management on potential risk related issues identified through transaction monitoring.
- Analyzed customer data to identify cross-selling opportunities for additional products or services offered by the bank.
Wire Transfer Specialist
Northern Trust
Phoenix
09.1999 - 03.2005
- Assisted customers with inquiries regarding their incoming and outgoing wire transfers.
- Created detailed documentation for each transaction processed by the team.
- Developed relationships with external banks in order to facilitate smoother transactions.
- Maintained accurate records of all completed transactions in accordance with internal policies and procedures.
- Ensured that all relevant documents were obtained from customers before initiating a transaction.
Education
High School Diploma -
Emmerich Manual
Indianapolis, IN06-1975
Skills
- Banking operations
- Cross-selling products
- Account maintenance
- Teller support
- Cash handling
- Customer service
- Banking policies and procedures
- Cash vault audit
- Issues resolution
- Positive attitude
- Attention to detail
- Rapport building
Timeline
Sr Personal Banker
Northern Trust
04.2018 - 08.2023
Consultant Client Services
Northern Trust
06.2015 - 04.2018
Reconciliation Account Specialist
Zion Bancorporation
11.2013 - 06.2015
Client Service Consultant
Northern Trust
03.2008 - 06.2013
SR Teller
Northern Trust
03.2005 - 03.2008
Wire Transfer Specialist
Northern Trust
09.1999 - 03.2005
High School Diploma -
Emmerich Manual