Megan Fantozzi
Grass Valley,CA
Summary
Adept at driving operational excellence, Leveraged organizational skills and Microsoft Office expertise to enhance customer satisfaction and streamline office efficiency. Demonstrating professionalism and ethical standards, successfully managed critical documentation, significantly improving audit readiness and operational workflow.
Overview
10
10
years of professional experience
Work History
Associate Banker - ME
Chase Bank
02.2022 - 05.2023
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Opened, closed, and updated accounts for customers.
- Processed wide variety of retail banking transactions for personal and commercial customers.
Executive Assistant
Epcon Partners
09.2017 - 11.2021
- Handled confidential and sensitive information with discretion and tact.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Created weekly cost reports and audited all payroll reports and invoices before final processing.
- Regularly revised corporate documents. Worked directly with private attorney to ensure all corporate documents were in compliance and up to date.
- Managed and maintained all company property. Scheduled and oversaw maintenance for company warehouse, corporate offices, fleet of vehicles and construction equipment.
- Handled personal errands and scheduling for company President with trust and confidence. Scheduled travel plans and acquired visas for executives on international projects.
- Proactively handled any day-to-day tasks as they came up and volunteered to assist team members with any special projects when needed.
Teller Supervisor
First Bank of Wyoming
01.2020 - 05.2021
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Conducted regular performance evaluations for teller staff, identifying areas for improvement.
- Examined tellers' reports of daily transactions for accuracy.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Streamlined teller operations for improved accuracy and efficiency in transaction processing.
- Enhanced customer satisfaction by efficiently resolving issues and addressing inquiries.
- Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
- Monitored cash levels and managed orders for currency and coins to ensure branch could meet daily customer demands.
- Led by example, demonstrating exceptional customer service and problem-solving skills to guide team behavior.
- Served as primary resource for team members with any questions or problems. Offered assistance in handling complex transactions, customer issues and difficult situations.
- Developed weekly training and mentoring program to help new and existing team members develop their customer service skills and create positive work environment.
- Completed monthly and quarterly audits to ensure compliance with all internal and federal regulations. Examined daily cash and teller reports for accuracy. Researched and resolved any issues.
- Responsible for cash inventory of bank. Processed all cash orders and shipments directly through Federal Reserve. Verified and distributed currency to various stations within branch to ensure compliance
Document Control Specialist
Ryckman Creek Resources
10.2016 - 09.2017
- Document control specialist in large natural gas storage facility. Temporary position created to assist during and after corporate restructuring.
- Collaborated with Safety Manager in maintaining up to date safety manuals. Assisted in creating and delivering monthly safety presentations. Filed all safety reports and updated manuals as needed.
- Processed all safety and maintenance reports crew members. Communicated and established positive relationships with team leaders to make sure all necessary paperwork was turned in correctly and on time.
- Coordinated document exchange between departments, contractors, suppliers, and customers.
- Checked blueprints and drawings for accuracy and completeness.
- Maintained version control for all documents, ensuring that only the most recent updates were in circulation at any given time.
- Maintained document control system and updated work instructions, procedures and associated databases.
- Provided assistance with inbound and outbound document processes, document sorting, logging, and work order creation.
- Facilitated timely project completion by managing the distribution of essential documentation to project team members.
- Coordinated with external vendors to ensure timely delivery of essential documentation during critical project phases.
- Increased efficiency with the implementation of electronic document management systems for easy access and retrieval.
- Collaborated across departments and levels of management to gain consensus on procedural documentation.
- Scanned, filed and transmitted various documents and adhered to digital filing procedures.
- Managed training courses, setup and maintenance for document control systems.
Office Manager
Epcon Partners
12.2012 - 10.2016
- Managed main office, including Human Resources for small project management and pipeline inspection company, including distribution of new hire packages, employee benefits, employee drug testing, and payroll.
- · Accurately processed weekly employee timesheets and expense reports. Processed company invoices, billing and receiving in timely manner.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
Education
Associate of Science - Business Administration
Western Wyoming Community College
Rock Springs, WYSkills
- Customer Service
- Professionalism and Ethics
- Organizational Skills
- Excellent multi-tasking ability
- Clear oral/written communication
- Office Management
- Payroll and budgeting
- Cash handling and management
- Microsoft Office
- Documentation and control
Timeline
Associate Banker - ME
Chase Bank
02.2022 - 05.2023
Teller Supervisor
First Bank of Wyoming
01.2020 - 05.2021
Executive Assistant
Epcon Partners
09.2017 - 11.2021
Document Control Specialist
Ryckman Creek Resources
10.2016 - 09.2017
Office Manager
Epcon Partners
12.2012 - 10.2016
Associate of Science - Business Administration
Western Wyoming Community College
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