Agency Marketing Coordinator

• Apr 2019 - Present

Assistant Manager

• Mar 2018 - Apr 2019

Administrative Assistant at LSNB Investment Services

• Aug 2015 - Mar 2018

• Documents, reviews, evaluate, and communicates on the system of internal controls to ensure adherence to policies and procedures. • Maintains and organizes all working papers and any other documentation to support audits and compliance research. • Works in direct partnership with the BSA Department to resolve compliance findings raised by internal or external sources and monitors corrective actions necessary to ensure compliance.• Manages time-sheets, schedules, vacation schedules and processes corrections for the department.• Conducts all incoming check deposits and processes paper work for annuities and other investments.• Experience in administration of 401(k) enrollment plans and the financial consultant's presentation of the benefits of enrolling.• Compliance, training, and testing for ABA and BSA policy, as well as the policies of Lone Star National Bank. Show less

Bank Teller

• Jan 2014 - Jul 2015

• Conducting account transactions routinely.• Opening and closing procedures of banking center.• Meeting the monthly target for opening up checking and savings accounts. • Preparing Currency Orders as well as Currency Shipments. • Compliance, training, and testing for ABA and BSA policy, as well as the policies of Lone Star National Bank.

Customer Service Coordinator

• Jan 2013 - Jan 2014

• Providing customer service at a high rate of integrity. • Making daily calls for customer appointments and reminders. • Directing traffic of patients to their assigned rooms and reminding doctors of wait times. • Meeting monthly goals of wellness plans opened. • End of day closing registers and preparing bank deposits. • Providing customer service at a high rate of integrity. • Making daily calls for customer appointments and reminders. • Directing traffic of patients to their assigned rooms and reminding doctors of wait times. • Meeting monthly goals of wellness plans opened. • End of day closing registers and preparing bank deposits.