Megan Schroeder
Reynolds,IN
Summary
Driven and respectful professional with a background in banking and farm operations, notably at Alliance Bank. Excelled in creating secure client relationships and managing financial operations with confidentiality and good time management. Demonstrated hardworking nature and team player attitude, enhancing operational efficiency and customer financial wellness.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Alliance bank
IN
08.2023 - Current
- Created relationships with clients
- Answered account finance questions
- Ensured our clients private information by putting confidential documents in designated folders every time after handling
- Created continuous client relationships by providing knowledgeable information on banking products and services
- Developed in-depth knowledge of consumer and small business products and services to educate customers
- Managed daily operations of bank branch, including cash handling and balancing
- Initiated quality financial wellness conversations to add value to customer relationships
- Advised customers on the best ways to manage their finances according to their individual needs
Farm operations assistance
Schroeder Farms
Reynolds, IN
05.2020 - 06.2024
- Invoiced companies for labor reimbursement
- Created invoiced for services given
- Logged employees hours into quickbooks
- Used logged hours to create paychecks for employees
- Schudled times with the owner to sign paychecks
- Took care of any daily tasks that needed completed such as: sweeping, cleaning conference rooms for meetings, and restocking goods
Education
Associate of Business Administration - Accounting Candidate
Ivy tech
Lafayette, INHigh School Diploma -
Indiana Agriculture and Technology School
Rensselaer, IN12.2023
Skills
- Confidentiality
- Hardworking
- Team player
- Respectful
- Good time management
Extracurricular Activities
Business Professionals of America 10 Year 4-H member
References
References available upon request
Timeline
Relationship Banker
Alliance bank
08.2023 - Current
Farm operations assistance
Schroeder Farms
05.2020 - 06.2024
Associate of Business Administration - Accounting Candidate
Ivy tech
High School Diploma -
Indiana Agriculture and Technology School