Summary
Overview
Work History
Education
Skills
Timeline
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Sarah Walton

Omaha,NE

Summary

Dynamic Treasury Management Assistant with proven expertise in administrative duties and Microsoft Office Suite. Excelled in building relationships and team collaboration, significantly enhancing customer satisfaction. Skilled in data confidentiality and document control, adept at implementing banking products.

Overview

21
21
years of professional experience

Work History

Treasury Management Assistant

Pinnacle Bank
06.2003 - Current
  • Assisted Treasury manager in all aspects of banking
  • Answered incoming phone calls/emails
  • Worked closely with various departments
  • Greeted guests with friendliness and professionalism.
  • Assisted clients with daily issues
  • Completed daily paperwork and computer data entry
  • Performed wide-ranging administrative, financial, and service-related functions
  • Problem-solved complex issues for customers
  • Completed yearly audit requirements
  • Worked closely with customers to assist setup with online banking products
  • Help customers implement banking products
  • Open/close customer accounts
  • Analyzed Complex Business Documents

Education

Bachelor of Science - Finance And Banking

University of Nebraska At Omaha
Omaha NE
2005

High School Diploma -

O'Neill Public High School
O'Neill, NE
05.2001

Skills

  • Administrative duties
  • Microsoft Office Suite
  • Report Generation
  • Computer Skills
  • Relationship Building
  • Data Confidentiality
  • Administrative tasks
  • Fast Learner

Timeline

Treasury Management Assistant

Pinnacle Bank
06.2003 - Current

Bachelor of Science - Finance And Banking

University of Nebraska At Omaha

High School Diploma -

O'Neill Public High School

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Sarah Walton