Hi, I’m
Phyllis Kunz
Business Accountability Specialist
St. Louis,MO
Summary
Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. I consider myself to be a great team partner, coach, and leader. I am an individual with strong interpersonal and organizational skills along with a keen ability to multitask a variety of challenges and responsibilities.
Overview
29
years of professional experience
1
Certification
Work History
Wells Fargo AdvisorsSt. Louis, MO
ECMO Intake Specialist II
02.2014 - Current
Job overview
- Intake/Code customer complaints for assignment to proper case advisor.
- Maintained thorough and accurate records outlining program operations and complaint progress.
- Maintained positive attitude and effectively de-escalated clients during crisis situations.
- Mitigate risk within ECMO by providing accurate and detailed guidance.
- Minimize negative operational impact by providing accurate, detailed and concise comments for proper assignment and clarity.
- Answered and logged incoming phone calls to transfer to case advisor or take a message.
- Demonstrate good judgment while understanding key risk factors and what impacts those risks create for our customers and our company.
- Ensure risks are identified and reported/escalated in accordance with established governance including compliance applicable laws, rules and regulations.
- Provide detailed, complete, and accurate information and/or guidance to business partners and external customers within agreed upon SLAs.
- Actively participate in projects and initiatives as assigned.
- Meet competency requirements for role and/or designated certifications, including all required regulatory, compliance and business line-specific training.
KForce\Wells Fargo AdvisorsCreve Coeur, MO
Computer Operations Analyst I
02.2013 - 02.2014
Job overview
- Developed and managed project plans while providing status updates to management.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Prioritized and organized tasks to efficiently accomplish service goals.
The Bank of EdwardsvilleEdwardsville, IL
Relief Bank Teller
06.2005 - 04.2012
Job overview
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Reconciled cash and checks against computer records at end of shift.
- Entered transactions into computer and issued customer receipts.
- Explained bank services, financial products and applicable fees to customers.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Maintained confidentiality of bank records and client information.
Missouri Department Of CorrectionsOlivette, MO
Probation/Parole Officer I
03.1999 - 04.2004
Job overview
- Referred offenders to appropriate community agencies to complete services in compliance with court orders.
- Supervised adult offenders to monitor compliance with court ordered conditions.
- Recommended probation conditions to court, including drug treatment, anger management treatment and revocation.
- Assisted with case completion by conducting office, home and employment visits to ensure adherence to legal requirements.
- Reported unusual conditions and questionable items to supervisor for corrective action.
- Aided court\parole board during executive decision-making process by preparing offender reports for corrective action planning.
- Urinalysis Coordinator - recording keeping
- Victim Impact Panel Coordinator
Missouri Department of Social Services/Division ofSt. Louis, MO
Youth Specialist
08.1997 - 03.1999
Job overview
- Kept juvenile criminal offenders safe and secure in a 24 hour supervision lockdown facility.
- Followed treatment guidelines and intervened in crisis situations.
- Provided feedback on individual actions, behaviors and verbal responses.
- Led groups of youth in discovery exercises and offered personalized support to individuals in need of extra assistance.
- Developed and implemented skill-building activities to build the youth's abilities.
- Planned and led activities with varied focus such as life skills, education and crisis intervention.
- Performed psychosocial assessments and documented casework.
Education
Lindenwood UniversitySaint Charles, MO
Master of Science from Criminal Justice Administration
05.2003
Southern Illinois University EdwardsvilleEdwardsville, IL
Bachelor of Arts from Sociology
12.1996
Skills
- Empathic communication
- Data entry
- Research and analysis
- Records maintenance
- Analytical and attention to detail
- Familiar with compliance/policy, guidance regulations
- Administrative Skills including but not limited to competent problem solver, team player and independent worker
- Flexible to new demands and challenges
- Skilled in Microsoft programs such as; Word, Power Point, Excel, and Outlook
- Develops rapport and builds relationships
Certification
- SIE - Securities Industry Essentials Examination License - 8/10/2020
- Series 7 - General Securities Representative Examination - 4//29/2021
- Series 9/10 - General Securities Sales Supervisor Exam - 10/5/2022, 12/5/2022
Timeline
ECMO Intake Specialist II
Wells Fargo Advisors
02.2014 - Current
Computer Operations Analyst I
KForce\Wells Fargo Advisors
02.2013 - 02.2014
Relief Bank Teller
The Bank of Edwardsville
06.2005 - 04.2012
Probation/Parole Officer I
Missouri Department Of Corrections
03.1999 - 04.2004
Youth Specialist
Missouri Department of Social Services/Division of
08.1997 - 03.1999
Lindenwood University
Master of Science from Criminal Justice Administration
Southern Illinois University Edwardsville
Bachelor of Arts from Sociology