Rosalee ONeal
Muskogee,OK
Summary
Dynamic professional with a proven track record in financial services and customer relationship management, notably at Regions Finance. Excelled in audit monitoring and operational efficiency, enhancing transaction support and sales management. Skilled in financial software and adept at fostering client relationships, achieving a significant increase in customer satisfaction.
Overview
13
13
years of professional experience
Work History
Assistant Branch Manager
Regions Finance
Muskogee, OK
07.2024 - Current
- Answered questions and advised customers regarding loans and transactions.
- Maintained accurate records pertaining to each loan file in compliance with company policies and procedures.
- Assembled and compiled documents for loan closings.
- Examined and verified information in loan application and closing documents.
- Assisted borrowers in understanding all aspects of their loan transaction while providing guidance on best practices regarding their financial decisions.
- Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
- Checked value of customer collateral to hold as loan security.
- Responded to customer inquiries and researched answers to questions.
- Recorded applications for loan and credit, loan information and disbursements of funds.
- Processed payoffs when requested by borrowers or lenders.
- Completed final closeout of systems after loan funding.
- Created reports summarizing daily customer service activities.
- Maintained high levels of customer service satisfaction.
Universal Banker/ Teller Manager
FirstBank
NASHVILLE, TENNESSEE
02.2021 - 07.2023
- My responsibilities include troubleshooting with customers when they are not able to access their online banking, connecting to QuickBooks and when they are unable to access their features within their online banking
- I also have the responsibilities of mentoring new employees, emailing statements, changing passwords, responding to events and chats, as well as other responsibilities that may arise when my help is needed within this department
- Liaised between bank branches regarding best practices and operations.
- Conducted regular audits of financial transactions and accounts to ensure compliance with regulatory standards.
- Facilitated wire transfers and processed foreign currency exchanges accurately.
- Provided technical guidance on how to use various electronic banking tools and applications.
- Verified deposits and withdrawals for accuracy prior to processing requests.
- Analyzed customer trends to inform product development decisions related to e-banking products and services.
- Prepared and presented reports on branch performance and market trends to management.
- Conducted account maintenance activities, such as updating personal information and resolving discrepancies.
- Identified transaction errors when debits and credits did not balance.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Received and counted daily inventories of cash, drafts and checks.
- Identified opportunities for process improvement within the e-banking department.
- Identified opportunities for cross selling additional bank products or services during customer interactions.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Opened new checking, savings and lines of credit for customer accounts.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Provided assistance to branch staff members in order to meet operational goals.
- Provided customer service to clients by answering inquiries, resolving complaints and providing information regarding banking products and services.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Reported daily averages and shortages to operations department.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Maintained updated knowledge of all current bank products and services offered by the financial institution.
PDP and Medicare Advantage Sales
United Heathcare
06.2016 - 11.2018
- Responsibilities included matching customers with plans that would best suit their needs by inputting their doctors, medications and personal information
Overnight Stocker
Walmart
12.2014 - 05.2016
- Responsibilities including Stocking, zoning area and cleaning up after
- I was also responsible for training other employees and making bales of cardboard boxes
Product Support/Tax Support
TurboTax
01.2015 - 06.2015
- As Tax Support my responsibilities included assisting customers with TurboTax software when they had issues with downloading or navigating
- I was also responsible for troubleshooting errors they may have with the software
- I was moved to Tax Support, this job was to walk customers through how to navigate their taxes and how to fill it out using either the website or the software
Stylist
Sisters of Style
04.2014 - 04.2015
Cashier
Freds
10.2011 - 12.2014
- Started off as just running register and greeting customers as they came in, I was then taught how to stock, zone and later was also taught how to set modulars, do inventory and train other employees
Education
High School - Reccommended
Ennis High School
01.2022
Skills
- Account collections
- Annual budget management
- Banking
- Financial software
- Relationship building and management
- Audit monitoring
- Sales management
- Financial services
- Transaction support
- Operational efficiency
- Sales proficiency
- Customer service
- Audit examination
- Transaction processing
Awards
Contact Center Top Performer, 01/12/22, Recognized for excellence in customer experience.
Timeline
Assistant Branch Manager
Regions Finance
07.2024 - Current
Universal Banker/ Teller Manager
FirstBank
02.2021 - 07.2023
PDP and Medicare Advantage Sales
United Heathcare
06.2016 - 11.2018
Product Support/Tax Support
TurboTax
01.2015 - 06.2015
Overnight Stocker
Walmart
12.2014 - 05.2016
Stylist
Sisters of Style
04.2014 - 04.2015
Cashier
Freds
10.2011 - 12.2014
High School - Reccommended
Ennis High School