Summary
Overview
Work History
Education
Skills
Timeline
Generic
MATTHEW JONES

MATTHEW JONES

Hartselle,AL

Summary

Dynamic Client Administrator with a proven track record at Interstate, excelling in SAP administration and account auditing. Adept at enhancing customer relationships and leading teams to achieve goals. Passionate about problem-solving and regulatory compliance, consistently delivering results that exceed expectations while mentoring new talent.

Overview

17
17
years of professional experience

Work History

Client Administrator

Interstate Billing Service
Decatur, AL
02.2019 - Current
  • Monitor invoice liability for clients.
  • Set up and make adjustments in SAP for clients.
  • Work on daily audit reports, making sure account changes are correct and documented.
  • Assemble finished paperwork for official folders for new clients.
  • Work on UCC filings and OFAC reports for potential new clients.
  • Gather proper paperwork and signed contracts for clients to start service.

Branch Service Leader

Regions Bank
Hartselle, AL
08.2011 - 02.2019
  • Helped the branch meet and exceed goals by means of observations and one-on-ones to enhance teller productivity through coaching.
  • Reconciled GL accounts to keep the branch in balance.
  • Conduct need-based conversations with customers to help understand their financial needs and goals.
  • Advised the best products and services for each customer based on their circumstances.
  • Liaison between the customer and other lines of business partners.

Teller/Backup Cashiering Supervisor

Redstone Federal Credit Union
03.2008 - 07.2011
  • Processed transactions in a timely and accurate manner.
  • Balanced checks, cash, and vault, and kept paperwork organized.
  • Branch mentor and trainer for new tellers at the branch.

Education

Bachelor of Science - Management of Technology

Athens State University
Athens
12.2023

Associate of Science - General Studies

Wallace State Community College
Hanceville, AL
12.2007

Skills

  • SAP administration
  • Account auditing
  • Data analysis
  • Regulatory compliance
  • Customer relationship management
  • Team leadership
  • Problem solving
  • Mentorship training

Timeline

Client Administrator

Interstate Billing Service
02.2019 - Current

Branch Service Leader

Regions Bank
08.2011 - 02.2019

Teller/Backup Cashiering Supervisor

Redstone Federal Credit Union
03.2008 - 07.2011

Bachelor of Science - Management of Technology

Athens State University

Associate of Science - General Studies

Wallace State Community College

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