Peyton Beck
SAINTAUGUSTINE,FL
Summary
Detail-oriented office coordinator with extensive experience in financial services and healthcare. Managed front desk operations, appointment scheduling, and document management, ensuring compliance with industry regulations. Enhanced client satisfaction through effective communication and problem resolution while maintaining accurate records to support operational efficiency.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Universal Banker
Southstate Bank
SAINTAUGUSTINE, FL
06.2025 - Current
- Processed teller transactions and balanced cash drawers at SouthState Bank branches.
- Opened deposit accounts and verified customer identification for compliance.
- Assisted clients with digital banking enrollment and online payment access.
- Promoted SouthState Bank products through needs-based conversations with customers.
- Resolved service issues for checking, savings, and loan account inquiries.
- Referred lending opportunities to bankers while gathering required application documents.
- Maintained accurate records for branch transactions and customer account updates.
- Supported branch operations by following bank policies and security procedures.
- Answered telephone inquiries regarding account balances, fees or general information.
Medical Front Office Coordinator
Island Doctors
SAINTAUGUSTINE, FL
04.2023 - 02.2024
- Greeted patients and managed front desk flow at Island Doctors clinic
- Scheduled appointments and coordinated provider calendars for Island Doctors patients
- Verified insurance details and collected patient intake forms for Island Doctors visits
- Updated patient records and maintained accurate office documentation for Island Doctors
- Assisted with referrals, authorizations, and follow-up paperwork for Island Doctors
- Handled confidential patient information while supporting daily Island Doctors office operations
- Assigned ICD-10 diagnostic codes to medical records for proper billing and reimbursement.
- Performed a variety of clerical duties such as data entry, filing and photocopying.
Teller
Ameris Bank
SAINTAUGUSTINE, FL
06.2022 - 06.2023
- Processed deposits, withdrawals, and payments for Ameris Bank customers
- Balanced cash drawer and verified currency, checks, and coin bundles
- Assisted customers with account inquiries and transaction support
- Supported 8 regional branches by filling teller vacancies due to sickness,vacation or short staffing, ensuring uninterrupted customer service and operational continuity.
Education
Pedro Menendez High School
SAINTAUGUSTINE, FLSkills
- Cash handling
- Transaction processing
- Deposit account opening
- Identity verification
- Compliance support
- Digital banking support
- Customer service
- Client relations
- Branch operations
- Account maintenance
- Appointment scheduling
- Document management
- Data entry
- Front desk operations
- Problem solving
- Time management
- Conflict resolution
- Fraud prevention
- Customer relationship management
- Attention to detail
- Oral communication
- Effective communication
- Communication skills
- Vendor management
- Financial services
Certification
- American Bankers Association- Bank Teller Certification
- American Bankers Association- Digital Banker Certification
- American Bankers Association- Universal Banker Certification
Accomplishments
- Saint Augustine City Commission citizenship award
- Honor the graduate award
- School character counts award 2020
- School character counts award of 2021
Timeline
Universal Banker
Southstate Bank
06.2025 - Current
Medical Front Office Coordinator
Island Doctors
04.2023 - 02.2024
Teller
Ameris Bank
06.2022 - 06.2023
Pedro Menendez High School