Proven experience in finance, adept in Microsoft Office and customer service, I excel in customer service and team collaboration. Achieved 100% accuracy in transaction processing and recognized for outstanding character, I leverage time management and conflict management skills to enhance financial services and member satisfaction.
Overview
7
7
years of professional experience
Work History
Accounts Receivable Clerk
Retina Associates
Overland Park, KS
02.2025 - Current
Collaborated with billing representatives to ensure timely collection of outstanding debts.
Checked postings and documents for correctness, accuracy and proper coding.
Diagnosed coding issues and made immediate and accurate corrections.
Reconciled or entered report discrepancies found in financial records.
Member Experience Representative
River Region Credit Union
Jefferson City, USA
04.2022 - 01.2025
Managed vault operations, ensuring proper security measures were followed at all times and obtaining zero audit marks.
Servicing ITMs with restocking and diagnostics, depending on the requirements.
Promptly and accurately sending domestic wires for the company with little to no errors.
Adhered to all revolving regulatory procedures by producing templates for the implementation of branch use.
Achieved zero discrepancies on transactions which resulted in 100% accuracy on nightly drawer balancing during my duration of employment.
Implemented new cash handling procedures that reduces errors and improved overall teller performance.
Collaborated with branch manager to develop strategies for achieving sales goals, resulting in a growth in new memberships and cross-sales.
Reaching a "high level of satisfaction" relayed from links sent to members electronically to rate personal performances.
Performed regular audits of teller transactions to identify discrepancies or potential fraudulent activities, ensuring compliance with banking regulations
Built long lasting reliability by providing loan officers with supporting documents to assist in account openings.
Utilized strong communication skills to build relationships with members, promoting loyalty and repeat business.
Collaborated with other departments within the credit union to address member needs or concerns in a timely manner
Identified cross-selling opportunities that avoid over-sharing and ensures a respectful, member-focused interaction.
Maintained a high level of accuracy in cash handling and transaction processing
Universal Banker
First Mid Bank & Trust
Jefferson City, USA
09.2020 - 04.2022
Recognized for providing excellent customer service with positive feedback ratings from satisfied clients and online reviews.
Processed customer transactions accurately and efficiently.
Achieved zero discrepancies on transactions which resulted in 100% accuracy on nightly drawer balancing during the duration of my employment.
Took pride in the presentation of the branch and practiced daily cleanliness independently.
Volunteered for any training that was presented and not mandatory.
Identified potenitally fraudulent circumstances and displayed compassion to the customer to resolve and protect their interest.
Reached 95% accuracy in the electronic filing of high volume loan documentation.
Followed up on outstanding items or missing documentation to achieve optimal compliance expectations.
Achieved recognition on the companies social media for upholding the ideal image of "Outstanding Character".
Successfully implemented procedures in the electronic filing guidelines while partaking in monthly meetings.
Achieved 100% accuracy in quarterly audits for physical filing of documentation.
Childcare Staff
Early Explorer Preschool
Jefferson City, USA
06.2018 - 06.2020
Volunteered as the Designated Activities Coordinator to create daily interactive activities for all teachers to implement into the classroom, which provided a select activity to develop communication, mobility, speech, awareness or imagination depending on age.
Supervised and cared for children, ensuring their physical, emotional, and cognitive development, as well as prioritizing their safety and well-being at all times.
Maintained open communication with parents regarding their child's daily activities, progress, and any concerns or issues that arose.
Assisted with meal preparation and feeding according to dietary guidelines provided by parents or caregivers.
Maintained cleanliness and organization of the childcare facility, including sanitizing toys, equipment, surfaces regularly.
Supported the inclusion of diverse learners by adapting activities based on individual needs.
Participated in parent-teacher conferences, to discuss child's progress, discuss goals, and address any concerns.