Megan Reiter
Bowling Green
Summary
Motivated student with skills in working in both team-based and independent capacities. Strong work ethic and exceptional organizational abilities contribute to effective task management. Eager to deepen knowledge of the financial industry and enhance client support capabilities.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Part Time / Seasonal Deposit Processing Scan Clerk
First Citizens National Bank
Upper Sandusky
12.2024 - Current
- Digitally scan and process personal, business, and legal documents for accurate archiving.
- Ensure data integrity and confidentiality while inputting sensitive information into the bank's database.
- Maintain compliance with internal audit standards and regulatory requirements.
Intern
Savage & Associates
Maumee
06.2025 - 08.2025
- Earned Ohio Life, Health, and Accident Insurance License.
- Interviewed senior advisors to explore various advising approaches.
- Learned and presented the firm's core 'Three Circles' financial philosophy.
- Conducted market research by surveying individuals and business owners on advisor expectations.
- Completed an investment portfolio project focused on risk tolerance.
- Participated in professional development and networking through Summer in the City, Toledo.
- Contributed to community service initiatives aligned with the firm's values.
Seasonal Customer Service Representitve
Wes Banco
Findlay
05.2023 - 06.2024
- Processed a variety of customer transactions, including deposits, withdrawals, loan payments, check cashing, and cashier’s check sales.
- Handled night drop and mail deposits with accuracy and timeliness.
- Delivered excellent customer service while addressing account inquiries and resolving transaction issues.
- Educated customers on additional bank products and services to support their financial needs.
- Maintained compliance with cash handling policies and internal security procedures.
Education
BGSU Financial Planning Concentration
CFP Board Registered Program
Bowling Green, OH12-2025
Bachelor of Science - Business Administration - Finance
Bowling Green State University
Bowling Green, OH12-2025
Associate of Science -
Marion Technical College
Marion, OH05-2023
High School Diploma -
Riverdale High School
Mount Blanchard, OH05-2023
Skills
- Communication skills
- Team collaboration
- Microsoft Office
- Customer service
- Data entry accuracy
- Organizational skills
- Attention to detail
- Basic investment portfolio analysis
Certification
- Ohio Life, Health & Accident Insurance License - July 2025
Timeline
Intern
Savage & Associates
06.2025 - 08.2025
Part Time / Seasonal Deposit Processing Scan Clerk
First Citizens National Bank
12.2024 - Current
Seasonal Customer Service Representitve
Wes Banco
05.2023 - 06.2024
BGSU Financial Planning Concentration
CFP Board Registered Program
Bachelor of Science - Business Administration - Finance
Bowling Green State University
Associate of Science -
Marion Technical College
High School Diploma -
Riverdale High School
Similar Profiles
Elizabeth TindallElizabeth Tindall
Customer Service Representative at First Citizens National BankCustomer Service Representative at First Citizens National Bank
Lesa ShultsLesa Shults
Branch Manager at First Citizens National BankBranch Manager at First Citizens National Bank
Kelsey LeasureKelsey Leasure
Financial Experience Specialist at First Citizens National BankFinancial Experience Specialist at First Citizens National Bank
CHRISTIAN HIGHCHRISTIAN HIGH
Warehouse Unloader at UPSWarehouse Unloader at UPS
Morgan DotsonMorgan Dotson
Inventory Specialist at WalgreensInventory Specialist at Walgreens