Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
8
8
years of professional experience
Work History
Assistant Controller
Cadius Partners
Bozeman, MT
06.2023 - Current
Assisted in preparation of accurate financial statements.
Managed accounts payable and receivable functions with focus on timely payment processing while minimizing bad debt exposure.
Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Assistant Operations Manager
First Security Bank Of Bozeman
Big Sky, MT
11.2017 - 01.2022
Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations
Conducted special service and account transactions for customers, including ordering checks and placing stop payments and providing notary service
Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills
Acquired and maintained knowledge of emerging technologies, including customer virtual interactions
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees
Explained bank services, financial products and applicable fees to customers
Monitored daily cash discrepancies, inventory shrinkage and drive-off.
Server
Olive Garden
Bozeman, MT
11.2016 - 11.2017
Maintained knowledge of current menu items, ingredients, and preparation methods.
Delivered exceptional service by greeting and serving customers in a timely, friendly manner.
Maintained a professional tone of voice and words at all times, including during peak rush hours.
Welcomed and acknowledge all guests in a friendly, service-oriented manner.
Education
BBA - Accounting
Colorado State University
Online
05.2022
Associate of Arts - Art History
Red Rocks Community College
Lakewood, CO
2015
Skills
Exceptional customer service
Accredited training in Leadership
Flexible
Organized
Strong work ethic
Highly responsible and reliable
Works well under pressure
Team player
Account Reconciliation
Customer Accounts Management
Consumer banking specialist
Timeline
Assistant Controller
Cadius Partners
06.2023 - Current
Assistant Operations Manager
First Security Bank Of Bozeman
11.2017 - 01.2022
Server
Olive Garden
11.2016 - 11.2017
BBA - Accounting
Colorado State University
Associate of Arts - Art History
Red Rocks Community College
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