Wendy Thatcher
Littleton,NC
Summary
Detailed and motivated individual with 20 years of banking experience, of which 14 years of that tenure have been in Deposit Operations. In-depth understanding of deposit procedures and processing adjustments.
Proficient in automated financial software, including Silverlake and Xperience. Organized and graceful under pressure. Effective communicator, organization and time management.
Overview
20
20
years of professional experience
Work History
Deposit Operations Specialist
Wilson Bank & Trust
01.2014 - 12.2023
- Provided backup to numerous other deposit operations specialists.
- Processed and monitored Safe Deposit box document maintenance and new account documents.
- Immediately reported discrepancies and assisted in clearing discrepancies.
- Developed comprehensive procedural documentation for deposit operations processes to maintain consistency and accuracy.
- Promoted culture of continuous learning, by organizing training sessions on relevant topics and encouraging team members to pursue professional development opportunities.
- Ensured timely resolution of customer inquiries by working closely with customer service representatives and other departments as needed.
- Managed daily deposit operations tasks, ensuring accurate and timely completion of all transactions.
- Maintained confidentiality of bank's customers and adhered to all regulatory requirements.
- Processed returned mail, as well as address changes for customer data base.
- Department trainer for new hires, as well as existing personal bankers on required documentation for opening checking and savings accounts. Which included bank policies and procedures.
- Assisted in development and implementation of policies and procedures related to deposit products, ensuring compliance with regulatory requirements.
Resort Finance Loan Administrator
Liberty Bank
07.2011 - 11.2014
Deposit Operations Specialist
Liberty Bank
07.2005 - 07.2011
Education
Associate of Arts - Business Management And Administration
06.1995
Relevant Coursework:
- April 2023 CPR Training (2year) Certified
- KnowBe4 Phishing Edition , Cybersecurity Awareness Training, Kevin Mitnick Security Awareness Training
- 2023 / 2017 / 2015 Tennessee Deposit Account Administration Tennessee Banker's Association
- 2023/ 2016 Business Accounts Training Tennessee Banker's Association
- 2013 Business Communications
Skills
- Compliance, banking laws and regulations
- In-depth knowledge of banking regulations
- Strong organizational skills
- Microsoft PowerPoint, Excel, Word, Publisher, Outlook
- Silverlake and Xperience
- Attention to Detail
Additional Information
Volunteer
Joseph's Store House - Time / Efforts both volunteering and Fundraising
Relay for Life - Participate in Fundraising Efforts
Sherry's Hope - Participate in Fundraising Efforts
United Way - Participate in Fundraising Efforts
Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Company Culture401k matchPaid time offWork from home optionFlexible work hoursStock Options / Equity / Profit SharingPersonal development programsPaid sick leaveWork-life balanceTimeline
Deposit Operations Specialist - Wilson Bank & Trust
01.2014 - 12.2023
Resort Finance Loan Administrator - Liberty Bank
07.2011 - 11.2014
Deposit Operations Specialist - Liberty Bank
07.2005 - 07.2011
Morse School of Business - Associate of Arts, Business Management And Administration
Similar Profiles
Ashley MooreAshley Moore
Lead Teller at Wilson Bank & TrustLead Teller at Wilson Bank & Trust
Kathy SeyleKathy Seyle
Vice President/Branch Manager/Loan Compliance at Wilson & Muir Bank & Trust CompanyVice President/Branch Manager/Loan Compliance at Wilson & Muir Bank & Trust Company
Angela HambyAngela Hamby
Loan Operations Specialist at Wilson Bank and TrustLoan Operations Specialist at Wilson Bank and Trust