Skilled financial professional with 8+ years of financial services industry and 1+ years of management experience. Expertly creates customized financial strategies to meet client needs.
Diligent and driven Client Service Supervisor who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
front line of customer service in person and by phone
Responsible for daily branch cash flow orders / shipments
Daily teller cash drawer balancing
Detail transaction processing
Control of bank general ledger accounts
Daily maintenance for customer account needs
Front line of new accounts with product expertise
Responded to all customer inquiries in a timely manner.
Employment staff training and coaching
Certified Public Notary
Responsible for daily overdraft accounts
Approvals with high limits for deposits, wires and negotiable instruments.
Bank certified on Medallion Stamp Guarantees.
Assistant to completing monthly, quartely, semi-annually and annually bank certification reports.
Front line of pharmacy customer service in person and over the phone
Responsible for cash register daily balancing
Prescription drops preparations and processing
Responsible for contacting insurance agencies for pre-authorizations and/or change of prescriptions
Process and validations for insurance coverage for medications
Phone calls to customer 's insurance agency in regards to pre-authorizations or switch to formulary alternatives.
Familiar with bank regulations
Cash/check deposits and withdrawals
Responsible to cash drawer daily balancing
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