Proven experience in finance, adept in Microsoft Office products and problem-solving. Highly excelling in customer service and team collaboration. Achieved 100% accuracy in transaction processing and recognized for outstanding character. Apply sincere engagement and conflict management skills to enhance financial services and customer satisfaction.
Overview
6
6
years of professional experience
Work History
Deposit Operations Specialist
North American Savings Bank
06.2025 - Current
Processed customer and branch inquiries efficiently, ensuring prompt resolution of issues.
Assisted in reconciliation of accounts, maintaining compliance with banking regulations.
Collaborated with team members to streamline reports, tasks and problem-solving.
Processed disputes while following Reg E regulation.
Provided timely correspondence between vendors to ensure efficienct resolution times.
Managed multile time sensitive tasks assigned to me and performed them with no latency.
Balanced general ledgers for the ATM overnight processing transactions.
Promoted products and services over the phone, email, secure messaging and unsecure messaging.
Aided customers with multiple types of troubleshooting assistance (e.g., bill pay, external transfers, lockouts, wires, etc.)
Member Service Representative
Missouri Central Credit Union
Lee's Summit, Missouri
03.2025 - 06.2025
Promoted high customer service with knowledgeable and friendly service.
Contacted members about potential service upgrades, new services, and account satisfaction.
Maintained a teller drawer with a high level of accuracy and security.
Create, guide, and service member products to achieve their full potential.
Cross-selling products in a respectful manner that caters to the members' best interests.
Collaborated with coworkers to best achieve solutions to any requests or concerns presented by members.
Implement knowledge of compliance, security, and anti-fraud practices gathered through years of working in finance.
Member Experience Representative
River Region Credit Union
Jefferson City, USA
03.2022 - 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
08.2020 - 03.2022
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.