Theresa Taskey
Gaylord,MI
Summary
Astute Treasurer known for high productivity and efficient task completion. Skilled in financial analysis, risk management, and cash flow forecasting which enable precision in managing organizational funds. Excel at strategic planning, problem-solving, and communication, ensuring alignment with company goals while fostering collaborative relationships internally and externally.
Overview
19
19
years of professional experience
Work History
Dover Township Treasurer
Dover Township
Gaylord, Michigan
05.2023 - Current
- Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
- Prepared monthly bank reconciliations and general ledger entries.
- Controlled revenue collection systems to maintain information quality and integrity.
- Coordinated audits and participated in external audit process reviews.
- Contacted non-compliant accounts to discuss payment options.
- Presented financial information at board meetings as needed.
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
Retail Branch Manager
State Savings Bank
Gaylord, MI
11.2018 - Current
- Supervised staff of 2-5 employees, including hiring, training, scheduling and performance management.
- Analyzed business performance data
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Provided guidance on product selection based on individual customer needs; assisted customers with finding items throughout the store.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Resolved customer complaints in a professional manner while maintaining excellent customer relations.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Grew business banking relationships through proactive outreach.
- Oversaw daily operations of the retail branch including opening, closing procedures, cash handling, balancing and security protocols.
- Delegated work to staff, setting priorities and goals.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Provided leadership in creating a positive work environment while ensuring compliance with all company policies.
Customer Service Representative
Chemical Bank
Gaylord, Michigan
08.2010 - 11.2018
- Conducted regular follow-up calls with customers after resolving issues.
- Updated system with order specifics and customer details, preferences, and billing information.
- Promoted available products and services to customers during service, account management and order calls.
- Surpassed sales goals through implementation of successful marketing strategies.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Answered customer inquiries via phone, email, and chat.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Developed strong customer relationships to encourage repeat business.
- Provided accurate information about products and services to customers.
Assistant Store Manager
Family Dollar
Mancelona, Michigan
09.2005 - 08.2010
- Implemented campaigns and promotions to help with developing goods and services.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked.
- Completed frequent walk-throughs and directed team members to correct issues impacting store appearance or professionalism.
- Prepared staff work schedules and assigned team members to specific duties.
- Maintained a safe working environment by enforcing safety regulations.
- Oversaw coaching and guidance of store employees to foster advancement in work operations.
- Provided training to new employees on company policies and procedures.
- Oversaw daily cash handling procedures, reconciling discrepancies as necessary.
- Managed day-to-day operations including scheduling shifts, assigning tasks.
- Answered customer questions and addressed problems and complaints in person and via phone.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Completed day-to-day duties accurately and efficiently.
Education
High School Diploma -
St Mary’s Academy
St Mary’s Kansas05-1986
Skills
- Financial data evaluation
- Investment strategy
- Banking best practices
- Accounting management
- Audit preparation
- General ledger maintenance
- Business development
- Due diligence
- Bank relationship management
- Bookkeeping
- Cash management
- Credit analysis
Accomplishments
- Consistent commendations for outstanding customer service.
- Leadership skills through community engagement on boards and with the Otsego County Mounted Division.
- Accuracy in Data entry as the township treasurer.
Timeline
Dover Township Treasurer
Dover Township
05.2023 - Current
Retail Branch Manager
State Savings Bank
11.2018 - Current
Customer Service Representative
Chemical Bank
08.2010 - 11.2018
Assistant Store Manager
Family Dollar
09.2005 - 08.2010
High School Diploma -
St Mary’s Academy