Deposit Operations Representative resume example with 15+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Professional Summary
Talented motivated professional bringing demonstrated administrative and financial management skills. Well-versed in preparing orders, monitoring transfers and tracking market fluctuations. Excellent customer service, problem-solving and multitasking abilities focused on maintaining compliance, maximizing satisfaction and quickly addressing concerns.
Skills
Analytical and Critical Thinking
Planning and Coordination
Clerical Support ( data entry & office tasks)
Over 25 year of professional communication etiquette
Dependable and Responsible
Inventory/Audits
Knowledge of MS Office suite (Word, Excel, PowerPoint, & Access), Outlook & Internet.
Convey information effectively ( telephone, in person, or writing).
Work History
Deposit Operations Representative, 02/2012 - Current Alliance Bank – Cape Girardeau, MO,
knowledge of interest rates and changes to optimize collateral approaches.
Assist with organized securities sales and purchases on behalf of customers and companies.
Calculate IRA Required Minimize Distributions and IRS information to correctly distribute member's funds.
Calculate death distributions correctly to beneficiaries.
Input transfer data into Excel and manually update accounting and certificate records.
Confer with members to correct account problems.
Orchestrate transfers, track transactions and documented activities with detailed records.
Monitor legal requirements and members of policy changes.
Audit and analyze IRA, deceased, and insurance documents to ensure compliance with IRS regulations and contracts
Provide accurate and timely information for strategic operational decisions.
Handle customer needs and issues by working with representatives and customers directly.
Delegated work and coordinate corrections with staff members daily.
Generate and distribute documentation for orders.
Communicate financing with customers, staffing, and third parties.
Review and resolved discrepancies with invoices, working with accounting team.
Verified ownership and transaction information and dividend distribution instructions to check conformance with governmental regulations using records and reports.
Perform wire transfers, and balance the Federal Reserve Bank Services (FedLine).
Balance and analyze IRA federal withholdings.
Knowledge of laws, legal codes, government regulations, executive order, and agency rules.
Financial & Customer Service Associate , 11/2009 - 10/2011 County Of Douglas – Castle Rock, CO,
Helped individuals complete physical and electronic financial paperwork.
Provided a variety of sales and service functions.
Informed customer about products and services offered.
Assisted new and existing customers with their immediate, short term, and long term financial needs in all aspects of their banking relationship.
Problem solved.
Assisted with all aspects of the transaction functions, customer service, business line partners, and shipmates.
Build lifelong customer relationships.
Completion of IRS Regulations.
BRANCH SUPERVISOR, 11/2008 - 12/2009 FIRST CONVENIENCE BANK – City, STATE,
Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
Motivated, trained and disciplined employees to meet performance benchmarks.
Set schedule for tellers and customer service representatives.
Delivered product and service quality and inspired team members to reach and maintain department goals and objectives.
Assigned monthly achievements to staff and accountable for personal achievements.
Recorded transaction accurately and balance the vault.
Examined carefully to guard against counterfeit checks and identification.
Approved limits and transaction management.
Processed money orders, cashier checks, bank-to-bank wires, savings bound, travelers checks, certificates of deposits, western union wires, and cash advances.
Approved payroll.
CITI TRENDS, 11/2005 - 11/2008 STORE MANGER – City, STATE,
Provided information about methods and materials to correct problems and bring construction in compliance with ordinances and codes.
Made and submitted reports detailing finding and any actions taken.
Re-inspected commercial and residential constructions which previously failed inspections.
Documented recurrent issues and worked with contractors to prevent re-occurrence.
Responsible for recruiting, interviewing, hiring, counseling, and terminating.
Maintained financial control including shrink, payroll, and other operating expenses.
Maintained proper inventory controls, facilitated inventory transactions, and maintained compliance standards for shrink control.
Monitor sales activities to ensure that customers receive satisfactory service.
Ensure adherence of staff to all policies and procedures.
Education
Associate of Applied Science: Paralegal Studies, Expected in - Thomas Nelson Community College - Hampton, VA GPA:
Continuing education in Paralegal Studies is designed to prepare one with the knowledge and proficiency needed to provide services to clients under the direction and supervision of a lawyer in a firm involved in a variety of specializations within the legal field.
Associate of Applied Science: LICENSED COSMETOLOGIST, Expected in 01/2014 - Virginia School of Hair Design - Hampton, VA GPA:
Professional development completed in cosmetology involves extensive training and expertise in the health, and beautification of skin, hair, and nails.
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