Megan Ritter
Saint Paul Park,MN
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
20
20
years of professional experience
Work History
Business Operations Rep
Securian Financial/ The Standard
2018.06 - Current
- Effectively communicate information to clients and participants on retirement plans pertaining to their distribution requests
- Initial role included attention to detail and processing distributions within business expectations
- I was given additional responsibility to be part of the research team within Money Out
- I have honed strong communication skills and extensive experience with research using client data files
- The role also required customer service with participants and clients
- Required to utilize multiple resources and databases to confirm data accuracy, eligibility, and plan specifics
- Experience using OMNI, Lotus Notes (Employer Servicing File within), and SalesForce.
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Lead Teller/Universal Banker
Bank Cherokee
2016.01 - 2018.06
- Held confidential information and records using the highest of standards and maintained positive professional relationships with customers and coworkers by handling customers' inquiries and follow up if needed
- Provided approvals in accordance with bank's policies and procedures when needed to complete certain transactions
- Ensuring teller line was operating efficiently by completing control tasks on a timely manner, auditing cash drawers, and main vault to balance daily
- Working knowledge of EZTeller, Superview, 360, BNC and Director.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Investigated and promptly resolved issues with patron accounts.
- Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
Bank Teller/Universal Banker
Bank Cherokee
2012.07 - 2015.12
- Provided account services to customers by receiving deposits and loan payments, cashing checks, and issuing savings account withdrawals
- Recorded transactions by logging cashier's checks, money orders, and other special services
- Completed special requests by closing accounts, ordering foreign currency
- Complied with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency if there is a discrepancy
- Maintained customer confidence and protected bank operations by keeping information confidential.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Receptionist
Sister Rosalinds
2004.08 - 2011.01
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Was responsible for answering the phones and notifying staff members their appointment has checked in, or if there were any cancellations
- Some administrative work such as pulling client files, filing client files, and creating a file for new clients.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
Education
Bachelor of Science in Psychology (unfinished) -
St. Catherine’s University
Saint Paul, MNHigh School Diploma -
St. Agnes High School
Saint Paul, MN05.2005
Skills
- Goal-oriented mindset
- Data entry proficiency
- Customer Support
- Customer Relations
- Paperwork Processing
- Issue Research
References
- Andrea Bader, Leader, Money Out, Securian, 651-665-5137
- Skylar Travis, Business Op Sr Rep, Money Out, Securian, 952-221-4327
- Emily Storck, Leader, ECC, Securian, 952-393-0900
Timeline
Business Operations Rep
Securian Financial/ The Standard
2018.06 - Current
Lead Teller/Universal Banker
Bank Cherokee
2016.01 - 2018.06
Bank Teller/Universal Banker
Bank Cherokee
2012.07 - 2015.12
Receptionist
Sister Rosalinds
2004.08 - 2011.01
Bachelor of Science in Psychology (unfinished) -
St. Catherine’s University
High School Diploma -
St. Agnes High School
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