Mary Wilson
Brick,New Jersey
Summary
A detail-oriented oriented employee who uses their initiative, creativity, and sociable customer service experience to create a healthy work environment. With excellent time management, and multitasking skills proven to provide a strong addition to the workforce. 8+ years of intense cash handling and customer care to provide a trustworthy experience for all.
Overview
11
11
years of professional experience
Work History
Teller, Manager - Compliance Officer
Lake Como Financial Services
Lake Como
12.2017 - 01.2026
- Ensured compliance with laws, regulations, and internal policies through training, risk assessment, and management.
- Maintained in-depth knowledge of BSA, AML, and KYC regulations to prevent fraud and loss to the company.
- Managed 2-4 offices, overseeing substantial clientele and daily cash handling operations.
- Balanced cash drawers daily and resolved discrepancies to provide accurate data regarding cash flow for accurate accounting.
- Counted, verified and handled deposits and armored car transactions.
- Learned about customers' financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Engaged with customers daily, comprehending their unique needs while answering questions and concerns over transactions.
- Facilitated onboarding for new employees by teaching them system procedures.
Secretary
Nicolas Enterprise LLC
Belmar
06.2015 - 12.2017
- Coordinated appointments and followed up with clients to ensure timely communication.
- Responded to emails and other correspondence to facilitate communication and enhance business deals.
- Organized daily reports, memos, and invoices to streamline information flow.
- Supported company operations by efficiently managing document copying, faxing, and filing.
Education
High School Diploma -
Manasquan High School
Manasquan, NJ06.2016
Skills
- CASH HANDLING
- CLIENT SUPPORT
- CUSTOMER SERVICE
- DETAILED ORGANIZATION
- MULTITASKING
- TIME MANAGEMENT
- CONFLICT RESOLUTION
- CULTURAL COMPETENCE
- COMPASSION
- PATIENCE
References
Available upon request.
Languages
- ENGLISH
- SPANISH
Timeline
Teller, Manager - Compliance Officer
Lake Como Financial Services
12.2017 - 01.2026
Secretary
Nicolas Enterprise LLC
06.2015 - 12.2017
High School Diploma -
Manasquan High School