Megan Thornton
Nashville,TN
Summary
Detail-oriented professional with extensive experience in office administration and client service. Skilled in scheduling coordination and maintaining accurate financial records, contributing to improved operational efficiency and client satisfaction.
Overview
14
14
years of professional experience
Work History
Office Manager/Advisor's Assistant
On Track Financial
Nashville, TN
02.2023 - 11.2025
- Managed daily office operations, ensuring workflow efficiency and productivity.
- Coordinated scheduling and logistics for team meetings and client appointments.
- Maintained inventory of office supplies, placing orders as necessary.
- Assisted onboarding of new clients by preparing required documentation.
- Facilitated interdepartmental communication to enhance process efficiency.
- Organized company events to promote collaboration and boost morale.
- Tracked invoices and payments, ensuring accuracy in accounts receivable and payable.
- Resolved customer inquiries promptly while fostering positive client relationships.
Client Service Specialist
Pinnacle Financial Partners
Nashville, TN
01.2018 - 02.2023
- Managed daily transactions and customer inquiries effectively and efficiently.
- Assisted clients with account openings, closures, and maintenance tasks.
- Maintained compliance with banking regulations and internal policies diligently.
- Trained new associates on operational procedures and software systems thoroughly.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Ensured that all documentation was accurate prior to submitting for approval or processing.
- Maintained a thorough knowledge of bank products, services, policies, procedures, regulations and compliance requirements.
- Handled incoming calls from customers regarding their accounts or banking needs.
Teller Coordinator
SunTrust Bank
Nashville, Tennessee
05.2012 - 12.2017
- Trained new tellers on procedures and customer service standards.
- Managed cash flow and ensured compliance with banking regulations.
- Coordinated daily teller operations and provided guidance to staff.
- Oversaw scheduling to maintain optimal branch coverage and efficiency.
- Facilitated communication between tellers and management regarding issues.
- Implemented best practices for cash handling and transaction accuracy.
- Assisted customers with account inquiries and problem resolution effectively.
- Audited teller cash drawers and maintained records of teller cash balancing.
Education
Some College (No Degree) - Business
Middle Tennessee State University
Murfreesboro, TNSkills
- Office administration and support
- Inventory and financial management
- Client onboarding and scheduling
- Compliance and regulatory adherence
Timeline
Office Manager/Advisor's Assistant
On Track Financial
02.2023 - 11.2025
Client Service Specialist
Pinnacle Financial Partners
01.2018 - 02.2023
Teller Coordinator
SunTrust Bank
05.2012 - 12.2017
Some College (No Degree) - Business
Middle Tennessee State University