Tierney Saul
Kennesaw,GA
Summary
Dependable financial professional with extensive experience in managing transactions, payments, and bank deposits. Recognized for proficiency in account reconciliation, data analysis, and financial reporting, leading to improvements in cash operations efficiencies. Proven track record of maintaining confidentiality while ensuring timely completion of tasks and enhancing overall team productivity.
Overview
13
13
years of professional experience
Work History
Investor Specialist
MILLENNIUM TRUST COMPANY
05.2023 - Current
- Guided clients through retirement plans, providing guidance on retirement account inquiries, funding, and investment transactions, while ensuring compliance with IRS regulations
- Facilitate account rollovers, transfers, and distributions, maintaining meticulous oversight to ensure requests are accurately processed
- Respond to escalated client communications effectively, delivering exceptional service and identifying potential investment opportunities resulting in 5 Star trust pilot reviews
- Assist with portal management, resetting passwords and gaining access to online account
- Troubleshoot portal issues, creating tickets to development team to assist clients with onboarding and registering for online use
- Managed contribution postings for checks and ACH deposits.
- Resolved balance inquiries efficiently
Assistant Branch Manager/Sr. Branch Banker
GBC
02.2021 - 05.2023
- Directed team development and performance, ensuring alignment with sales objectives and service standards while maintaining operational integrity through regular audits and performance evaluations
- Facilitated recruitment efforts in collaboration with the Branch Manager to build a skilled branch team and engaged in promotional activities to enhance brand visibility
- Assisted with updating branch policies and procedures in response to regulatory changes
- Daily Branch reports such as, Teller O/S, and Cash and Vault balancing
- Wire (Domestic and International), ACH and check processing
- Handled general ledger reconciliations, and daily cash settlements
- Monitored daily NSF reports, and processed decisions
- Processed credit card payments utilizing the appropriate payment processor.
- Handled customer inquiries and resolved payment disputes
- Developed strong customer relationships to increase on time payments
- Completed all month end closing activities.
- Oversaw branch's weekly cash logistics, including ordering and shipment.
Branch Service Leader
Regions
08.2014 - 02.2021
- Lead teller team, providing training, coaching, and performance evaluations to ensure adherence to operational standards and compliance regulations
- Provided exceptional support to customers.
- Oversaw daily management of branch funds.
- Managed branch operations and maintained audit documentation.
- Conducted surprise cash counts and managed cash orders and shipments to maintain accurate financial controls and prevent discrepancies.
- Performed daily audits of cash drawers, teller lines, and other areas as needed.
- Conducted daily reconciliation of cash.
- Investigated discrepancies in ACH batches received from customers.
- Completed weekly and monthly cash audit reports for branch.
Lead Bank Teller
Wells Fargo
08.2011 - 04.2013
- Supervised and supported teller team.
- Trained staff on compliance and security protocols for customer privacy protection.
- Responsible for daily reports such as Teller O/S and Vault balancing
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Processed deposits, withdrawals, transfers, loan payments, and check cashing transactions accurately and efficiently.
- Completed monthly audits and managed overdraft reports.
- Balanced bank's vault of daily cash for withdrawals and deposits.
Education
Business Administration and Management -
National American University
Skills
- Customer service
- Team leadership
- Month-end reports
- Collection strategies
- Cash management
- Payment research
- Transaction posting
- Finance
- Accounts receivable management
- GL reconciliation
- Processing deposits
- Check processing
- Balancing daily deposits
Timeline
Investor Specialist
MILLENNIUM TRUST COMPANY
05.2023 - Current
Assistant Branch Manager/Sr. Branch Banker
GBC
02.2021 - 05.2023
Branch Service Leader
Regions
08.2014 - 02.2021
Lead Bank Teller
Wells Fargo
08.2011 - 04.2013
Business Administration and Management -
National American University
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