Thomas R Oatman
Palm Beach Gardens
Summary
Dynamic Deposit Operations Specialist at Anchor Bank with a proven track record in enhancing client satisfaction through effective problem-solving and meticulous attention to detail. Bilingual in Spanish and English, I excel in managing online banking platforms and ensuring compliance in financial transactions, driving operational efficiency and fostering strong client relationships.
Overview
9
9
years of professional experience
Work History
Deposit Operations Specialist
Anchor Bank
Palm Beach Gardens
01.2025 - Current
- Manage and administer online banking platforms for both personal and business clients, including profile creation, maintenance, and troubleshooting.
- Monitor and process mobile deposits for our clients.
- Process ACH file uploads, ensuring accuracy and timely execution of transactions.
- Review and approve wire transfers, including processing repairs to ensure compliance and accuracy.
- Facilitated lockbox operations to ensure timely and accurate handling of customer payments. and payment processing.
- Handled chargebacks and dispute resolution, investigating claims and coordinating solutions to ensure compliance.
- Provided one-on-one client support, resolving digital banking issues to improve customer experience.
Accounting Intern
Anchor Bank
Palm Beach Gardens
05.2024 - 07.2024
- Prepared and distributed Daily Liquidity Cash Flow report, enabling Senior Management to make informed financial decisions.
- Distributed Daily Financial Reports to Senior Management and Operational departments, supporting timely operational and financial insights.
- Reconciled daily Federal Reserve Bank account and Correspondent Bank accounts.
- Performed month-end general ledger reconcilements, such as Fixed Assets, Bond Accounting and Other Accruals.
- Developed and implemented Inventory Management System, streamlining inventory tracking and enhancing overall operational efficiency.
- Developed proficiency in the Bank's data processing system, cold storage imaging system and other business software.
Corporate Finance and Account Management Intern
Kautsch S.R.L
La Paz
06.2023 - 08.2023
- Ensured client satisfaction through quality work, attention to detail, problem solving, and strong relationship building.
- Coordinated client communications to address inquiries and resolve issues.
- Supported account managers with project timelines and deliverables tracking.
- Assisted in preparing account reports and presentations for management review.
- Completed formal training program in client account management and product profitability.
Sales Associate
Chocolandia
La Paz
01.2019 - 02.2019
- Served customers, assessed needs, and made tailored recommendations to increase sales.
- Ensured merchandise availability and presentation to enhance customer shopping experience.
- Developed inventory control measures to optimize stock levels and streamline ordering process.
- Reconciled the cash register at the end of the day to make sure the store's sales were in balance.
Event Lead
Special Olympics
La Paz
01.2018 - 03.2018
- Led a team, delegating tasks to ensure smooth execution of events and enhance overall participant experience.
- Organized charity events, successfully raising funds for families of individuals with disabilities and special needs.
- Hosted multiple sporting events for individuals with special needs, promoting inclusivity and community engagement.
- Participated in multiple events to raise awareness for Down syndrome.
Education
Bachelor of Arts - Economics, Financial Management
University of Clemson
Clemson, SC12-2024
Bachelor of Science - Business Administration
Universidad Europea De Madrid
Madrid, Spain06-2022
Skills
- Attention to detail
- Problem solving
- Team collaboration
- Leadership
- Fluent in English
- Fluent in Spanish
- Fluent in German
- Communication
- Positive attitude
Languages
- Fluent in Spanish
- English
- German
Phone
+1, 7042060626
Timeline
Deposit Operations Specialist
Anchor Bank
01.2025 - Current
Accounting Intern
Anchor Bank
05.2024 - 07.2024
Corporate Finance and Account Management Intern
Kautsch S.R.L
06.2023 - 08.2023
Sales Associate
Chocolandia
01.2019 - 02.2019
Event Lead
Special Olympics
01.2018 - 03.2018
Bachelor of Arts - Economics, Financial Management
University of Clemson
Bachelor of Science - Business Administration
Universidad Europea De Madrid