Dedicated professional with extensive experience in customer relationship management and complaint resolution. Proven ability to educate clients on banking products while ensuring compliance with banking regulations.
Overview
42
42
years of professional experience
Work History
CSR/Teller
Central Penn Bank
Selinsgrove
06.2007 - Current
Provided excellent customer service to resolve customer complaints in a timely manner.
Handled customer complaints with empathy and professionalism.
Assisted customers with account inquiries and transaction issues.
Educated clients on banking products and services available at the bank.
Teller Supervisor
Susquehanna Bank
Kulpmont
10.2006 - 06.2007
Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
Supervised daily teller operations and ensured compliance with bank policies.
Managed cash handling procedures to maintain accurate cash drawers.
Coordinated scheduling for teller staff to meet branch needs efficiently.
Conducted regular audits of transactions to ensure accuracy and integrity.
Payroll Clerk
Ritz-Craft
Mifflinburg
10.2004 - 10.2006
Process payroll for all employees in compliance with company policies.
Calculated accurate wages, including overtime, salary increases and bonuses.
Maintain accurate employee records in the payroll system.
Generate payroll reports for management review and compliance checks.
Assist in year-end reporting tasks, including W-2 preparation and distribution.
Established employee payroll files and updated existing files with new information.
Tracked vacation accruals and personal leave balances for each employee.
Loan Documentation Specialist
Sun Bank
Lewisburg
05.2003 - 10.2004
Reviewed loan documentation for compliance with bank policies and regulations.
Prepared closing documents for various loan types within established timelines.
Coordinated with loan officers to gather necessary documentation from clients.
Ensured accuracy of information entered into the loan processing system.
Maintained organized files for active and closed loan applications.
Reviewed final documents for accuracy after completion of each transaction.
Accounting Assistant
Sun Bank
Selinsgrove
07.2001 - 05.2003
Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
Managed accounts payable and receivable transactions efficiently.
Processed invoices and expense reports for timely payments.
Reconciled bank accounts on a regular basis.
Reconciled bank statements to ensure accurate financial records.
Supported audits by organizing financial documentation and reports.
Communicated with vendors regarding billing inquiries and discrepancies.
Maintained filing system for invoices, receipts, and financial documents.
Collaborated with team members to improve accounting processes and procedures.
Head Teller/Teller Triner
Sun Bank
Sunbury
05.1984 - 07.2001
Managed and trained teller staff on operational procedures and compliance requirements.
Supervised daily cash handling and transaction processes for customer service.
Ensured accuracy in cash drawer balances during routine audits and transactions.
Monitored teller performance to maintain high standards of service delivery.
Assisted in training new tellers on operational procedures, policies, and regulations.
Monitored vault cash levels and ordered currency from the Federal Reserve Bank.
Developed relationships with customers to enhance service quality and satisfaction.
Addressed customer inquiries and resolved issues efficiently and professionally.