SHELLY R STONE
Lubbock,TX
Summary
Banking Professional with experience assisting customers with questions, processing transactions and handling clerical and administrative duties. Punctual and hardworking professional commended for high level of accountability and accuracy. Equipped with strong knowledge of financial and security regulations impacting bank operations.
Overview
29
29
years of professional experience
Work History
Branch Operations Coordinator
Wells Fargo Bank
Lubbock, TX
04.2016 - Current
- Adhere to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Handle cash transactions, balance cash drawers, performs loan payments and issue cashier's checks.
- Warmly welcome customers and offer pleasant service during entire transaction, which improved satisfaction ratings.
- Manage opening and closing times for main branch.
- Supply tellers with coin and currency as needed.
- Educate customers on variety of products ranging from mobile deposit, ATM deposit to personal and small business financial platform financial needs.
- Order an appropriate supply of cash each day to meet expected demands.
- Lead teams through routine operations and unexpected challenges with strong decision-making skills and expert financial knowledge.
- Handles Branch Operations Manager responsibilities in their absence.
- Build strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Adhere to regulatory and company security and audit procedures.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Research and resolve customer issues on personal savings, checking and lines of credit accounts.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and customer loyalty.
- Ask probing questions to determine service needs and accurately input information into electronic systems.
- Increased teller efficiency by developing and implementing improved service methods
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Complete thorough and accurate documentation for all money movements, deposits or withdrawals.
- Train and coach less experienced team members in procedures, compliance standards and performance strategies.
- Foreign Exchange
- Review and approve transactions above limits and authority levels of teller staff.
- Complete monthly random cash line audits
- ATM - Deposits, fill currency and balance
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Assisted with training new employees on branch procedures and systems.
- Managed daily scheduling for staff to optimize operational efficiency.
- Oversaw inventory management of office supplies and banking materials.
- Resolved customer complaints in a timely manner.
- Monitored daily branch transactions, ensuring accuracy and completeness.
- Performed regular audits of branch activities to identify areas of improvement.
- Participated in professional development activities such as seminars or conferences related to banking regulations or best practices.
Accounts Payable Specialist
MIDLAND MEMORIAL HOSPITAL
Midland, TX
09.2010 - 02.2016
- Researched and resolved accounts payable discrepancies.
- Balanced monthly general ledger accounts to accurately record cost and month end accruals.
- Coded and processed accurate invoices to obtain timely payments.
- Reconciled vendor statements and handled payment complaints or discrepancies.
- Reconciled company bank, credit card and line of credit accounts.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Generated and shared daily, weekly, and monthly reports with management on pending payments, accounting, and statements involving weekly aging reports and month-end closing reports.
- Processed travel expenses and reimbursements.
- Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate destination.
- Complied annual recommendations for end of fiscal year budgets.
- Matched purchase orders to incoming invoices and pay applications with all supporting documentations and signatures that followed the delegation of authority signatures.
- Managed vendor setup and maintenance by requesting IRS w-9, remit to and buy from locations, net terms, back ground checks an contractor liability insurance certificates.
- Compiled budget documents and monitored costs to maintain control systems.
- Determined recurring business needs and maintained necessary inventory levels.
- Online banking transfers between clinics and two hospitals
- Assisted with tax-fixed assets process execution and improvement.
- Corrected payroll transactions by voiding checks and issuing stop payment orders.
- Worked with third-party vendor on reporting withholdings and SUTA.
- Prepared purchase orders and expense reports.
- Processed rehires, transfers, terminations, garnishments and withholdings.
DOT Administrative Manager
BUFFET PARTNERS dba Dynamic Foods Transportation
Lubbock, TX
04.1997 - 10.2008
- Created standard operating procedures and policy booklets.
- Assisted with dispatching team and solo runs.
- Well versed with all federal and Texas state laws and standard practices related to transportation.
- Confirmed driver documents, including bills of lading, trailer placards and current HAZMAT guide.
- Managed yearly MVR checks on all drivers and mechanics.
- Managed driver qualification logs and kept secured in a locked cabinet.
- Executed contracts in timely and accurate manner.
- Prepared monthly reports for upper management including P&L and sales trends.
- Accounts payable and receivable
- Created detailed expense reports and requests for capital expenditures.
- Planned and coordinated logistics and materials for board meetings, committee meetings and staff events.
- Screened applicant resumes and coordinated both phone and in-person interviews.
- Lead monthly safety meeting to inform, correct and retrain drivers and mechanics.
- Updated preventative maintenance schedule in the database to reduce emergency repairs.
- Calculated overtime, vacation sick hours and other categories of time.
- Determined payroll liabilities by calculating employee federal and state income, social security taxes and employer's social security, unemployment and workers compensation payments.
- Requisitioned new supplies and equipment.
- Monitored driver operation and verified adherence to federal and state DOT regulations.
- Planned travel routes in accordance with applicable traffic and bulk cargo transportation laws, regulations, standards and guidelines.
- Coordinated product shipments from point of origin to destination.
- Searched for backhaul solutions to minimize empty miles and maximize driver's hours of service and revenue.
- Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
- Identified system and account issues to quickly and accurately resolve.
- Improved operational efficiencies by creating filing systems to maintain confidential employee documents and reports.
- Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls.
- Supervised proper processing of garnishments, including child support and wage assignments.
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Reconciled all bank and credit card accounts monthly.
- Compiled budget documents and monitored costs to maintain control systems.
- Collected operations data and created spreadsheets detailing trends.
- Obtained quotes from various suppliers to determine most cost-effective purchasing options.
Education
DOT Compliance: Logs, Safety, State LawsJ J KELLER & ASSOCIATES, Neenah, WI and Lubbock, TX, DOT Compliance & Regulations J J Keller - Neenah, WI Certified Medical Assistant: Medical -
WAYLAND BAPTIST UNIVERSITY
High School Diploma -
CORONADO HIGH SCHOOL
Skills
- Rapid 10-key data entry
- Time Management
- Customer Service
- Vault Security
- Account Maintenance
- Regulatory Compliance
- Issue Resolution
- Opening and Closing Procedures
- Fraud Detection and Prevention
- Cash Handling Accuracy
- Problem-Solving
- Cash Supply Orders
- Relationship Building
Timeline
Branch Operations Coordinator
Wells Fargo Bank
04.2016 - Current
Accounts Payable Specialist
MIDLAND MEMORIAL HOSPITAL
09.2010 - 02.2016
DOT Administrative Manager
BUFFET PARTNERS dba Dynamic Foods Transportation
04.1997 - 10.2008
DOT Compliance: Logs, Safety, State LawsJ J KELLER & ASSOCIATES, Neenah, WI and Lubbock, TX, DOT Compliance & Regulations J J Keller - Neenah, WI Certified Medical Assistant: Medical -
WAYLAND BAPTIST UNIVERSITY
High School Diploma -
CORONADO HIGH SCHOOL