Morgan Bowers
Grand Rapids,MI
Summary
Professional individual with solid foundation in identifying and addressing fraudulent activities. Known for meticulous attention to detail and effective strategy implementation, ensuring robust fraud detection and prevention. Reliable team player with commitment to achieving results and adapting to evolving challenges, leveraging strong analytical and investigative skills.
Overview
8
8
years of professional experience
Work History
Personal Banking Advisor
Lake Michigan Credit Union
Wyoming
08.2024 - Current
- Advised clients on financial products, enhancing satisfaction and retention.
- Analyzed client needs to recommend tailored banking solutions, improving service delivery.
- Coordinated financial reviews, ensuring compliance with regulatory standards and policies.
- Effectively managed risk by adhering strictly to compliance policies.
- Collaborated with colleagues to share best practices and enhance overall branch performance.
- Maintained up-to-date knowledge of industry trends and regulatory changes, adjusting client strategies accordingly.
- Participated in cross-training opportunities within the bank, broadening skillset beyond personal advising role.
- Analyzed transaction patterns to identify and mitigate fraudulent activities.
Teller II
Lake Michigan Credit Union
Wyoming
07.2022 - 08.2023
- Managed high-volume cash handling with precision, ensuring accurate and efficient transactions.
- Recorded transactions following bank protocols for compliance and reliability.
- Advised customers on bank products, boosting referrals and improving recommendations.
- Processed mortgage and loan payments promptly and accurately.
- Collaborated with team to streamline transaction processes, enhancing efficiency and customer satisfaction.
- Identified customer financial needs, built trust, and optimized sales opportunities, ensuring quality service.
- Monitored and reported suspicious activities in line with bank security policies.
Server
Texas Roadhouse
Grandville
05.2021 - 04.2022
- Managed POS system for order placement, billing, and complimentary items with precision.
- Ensured register accuracy through precise billing, payment processing, and effective cash management.
- Enhanced sales by upselling appetizers and mixed drinks to improve customer satisfaction.
- Collaborated with kitchen staff to ensure timely and accurate order fulfillment, enhancing overall dining experience.
- Maintained cleanliness and organization of service areas, adhering to health standards, and promptly addressing guest complaints for seamless dining experiences.
Personal Shopper
Shipt
Grand Rapids, MI, USA
04.2018 - Current
- Collaborated with customers to ensure accurate order fulfillment, fostering high satisfaction and repeat business while consistently meeting quality and deadline goals.
- Provided knowledgeable and friendly customer support throughout the shopping and purchasing process.
- Managed detailed mileage and fuel reports to reduce overall fuel costs through analysis and optimization efforts.
Education
Bachelor of Science - Criminal Justice, Legal Studies
Grand Valley State University
Allendale, MI05-2024
General Education - undefined
Sturgis High School
Sturgis, MI06-2019
Skills
- Attention to Detail
- Interpersonal Communication
- Computer Literacy
- Organization and Time Management
- Adherence to Procedures
- Teamwork Skills
- Fraud prevention
- Creativity and Dependability
- Leadership
- Critical thinking
- Investigation techniques
Timeline
Personal Banking Advisor
Lake Michigan Credit Union
08.2024 - Current
Teller II
Lake Michigan Credit Union
07.2022 - 08.2023
Server
Texas Roadhouse
05.2021 - 04.2022
Personal Shopper
Shipt
04.2018 - Current
General Education - undefined
Sturgis High School
Bachelor of Science - Criminal Justice, Legal Studies
Grand Valley State University