With six years’ experience in the retail banking department, I have a wide range of skills from providing exceptional customer experience, to being proficient in coordinating and managing budgetary needs for the branch. With my ability to adapt quickly to challenges, changing environments and eagerness to learn new systems, I will be a strong asset to your department for the budget analyst position.
Skills
Expert in Word, Publisher, Power Point and Outlook
Coaching and mentorship
Data analytics
Staff management
Communication
Multitasking
Project planning
Education and Training
Allan Hancock CollegeSanta Maria, CAExpected in 08/2023 – –Associate of Science:Marketing - GPA:
Experience
Airgas Inc - Service Manager Rapid City, SD, 02/2017 - Current
Manage service department budget for supply ordering, customer fee reversals, and other miscellaneous expenses. I also investigate and resolve any discrepancies in the budget.
Every month I analyze GL31 report that shows the branches expenses and losses. I address any losses with appropriate team members to plan a course of corrective action. Also review controllable expenses such overtime and supply orders to ensure we are not exceeding budget.
Weekly analyze branches cash flow and needs to determine how much cash needs to be ordered to supply the branches vaults and ATM's. Amounts often exceeding over 900k.
Define department objectives around loan volume and growth for the branch and monitor performance through employee's individual dashboard to facilitate
Hire, train and develop service department staff to drive performance. Focusing on creating an inclusive work environment.
I create employee work schedules to keep shifts properly staffed while ensuring appropriate rotation of duties is involved.
In the past year managing Grover Beach customer satisfaction ratings have gone up from 4.5 out of 5 to 4.75 by listening to complaints through Net Promoter System and finding appropriate solutions to problems or customer concerns.
Prioritize and delegated daily work tasks to meet monthly deadlines revolving around operational tasks such as detailing all cash lines. and reviewing all documentation and reports before submitting at the end of the month.
Inform and educate my team of 8 direct reports on changes or forecasting from management, while setting expectations for future reviews.
Monitor employee performance through analysis of key metrics and follow up with objectives set during monthly one on ones.
Review inventory levels and order supplies to keep brochures and marketing in compliance.
Inspect completed work to ensure accuracy in dollar amounts match the system. Also review teller work for proper endorsements and accurate dates for negotiability.
At the end of every day a review of CTR's MIL's and purchased checks is done to ensure all have been submitted appropriately on the system.
Columbia Banking System, Inc. - Personal Banker Gresham, OR, 07/2016 - 02/2017
Heavily involved with community outreach to talk about financial literacy with a clients ranging from teen to retired adults.
Would facilitate prepare and present power point slides to groups on how to budget.
Would prepare and plan budget goals for customers who are wanting to save fast for large expenses.
Would review customers credit history and develop a plan to help improve their score with the ultimate goal of being able to get a better rate or qualify for a loan.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions when making referrals.
Helped customers open and close personal and business accounts, apply for loans and provide financial advice.
Improved decision-making by using current data on market conditions provided on Wells Fargo's mobile site to help customers review different rate options.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty by scheduling follow up calls daily.
Exercised judgment when dispensing information to maintain confidentiality of sensitive information when making follow up calls or sending emails.
Loaded consumer loan applications into SVP program for underwriters to review. Once reviewed I would coordinate with them to send back any required documentation needed.
Fort Knox Federal Credit Union - Teller Leitchfield, KY, 10/2015 - 07/2016
Primarily responsible for ensuring data is being inputted accurately into computer system while handling cash.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Addressed any questions and would refer to appropriate team members for questions I was not authorized to answer.
After three months of employment I began training new employees on cash drawer operation and understanding policy and procedure.
Identified and reported suspicious behavior to security personnel as appropriate and submitted all UAR's on computer system when appropriate.
Conducted special service and account transactions for customers, including ordering checks, replacing debit cards, doing wires and placing stop payment orders.
Adhered to financial services security and audit procedures by reviewing updates on policy site daily. Sharing any new finds with team members and following up to check for understanding.
Counted as much as $350k in daily funds with manual and machine-assisted methods.
Examined checks for proper identification and endorsements. Utilized OIB system to compare previously negotiated checks to the one being presented to help minimize risk.
Balanced daily cash deposits and vault inventory with zero error rate.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs while having financial conversations with customers to uncover additional needs.
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