Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals. Utilize skills, knowledge, and ability to its highest potential level. Embrace challenges by bringing initiative, dedication, enthusiasm, and determination to accomplish business objectives.
Overview
3
3
years of professional experience
1
1
Certification
Work History
ACH Specialist (Payment Operations)
First National Bank of Bastrop
03.2022 - Current
Completes routine ACH exception handling related to file processing, transaction posting, and adjustments.
Provides electronic deposit and withdrawal services to consumer/business customers in an accurate and timely manner.
Manages a high volume of inbound/outbound customer transactions & files and reconciles Federal Reserve files daily.
Complies task in a timely manner and meets all deadlines.
Maintains positive relationships with large business customers or originators.
Follows NACHA guidelines and procedures to ensure success internally/externally.
Completes general ledger entries and balancing.
Manages end of month fees through Q2 Central.
Assist with audit support.
Follows up with internal customers and business lines to resolve discrepancies and customer issues as needed.
Hands on in sending/receiving domestic and international wires.
Offers support in online banking, bill pay and debit card management.
Deposit Quality Control Specialist
First National Bank of Bastrop
05.2021 - 03.2022
Completed/managed daily reports.
Checked and reviewed all consumer/business documents.
Maintained reports on all correct/incorrect work.
Audited customer service representatives.
Completed check orders.
Scanned all documents into Synergy to be finalized.
Maintained a positive relationship with co-workers as well as customers.
Provided assistance in training for customer service representatives.
Provided regular updates to team leadership on quality metrics by communicating consistency problems.