Deposit Operations Representative resume example with 15+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • 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.

  • 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
  • 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
  • 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.
Associate of Applied Science: Paralegal Studies, Expected in
Thomas Nelson Community College - Hampton, VA
  • 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
  • Professional development completed in cosmetology involves extensive training and expertise in the health, and beautification of skin, hair, and nails.

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Resume Overview

School Attended

  • Thomas Nelson Community College
  • Virginia School of Hair Design

Job Titles Held:

  • Deposit Operations Representative
  • Financial & Customer Service Associate


  • Associate of Applied Science
  • Associate of Applied Science

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