Experience

Vantage Bank

• United States
• Banking
• 100 - 200 Employee

• Teller Operations Specialist

  • Aug 2017 - Present

  - Assist and support Teller Operations Team Leader and Branch Operations Director in all methods. - Prepare/send documentation to the Secret Service on counterfeit items. - Consistently balance work processed. Take the initiative to find and correct outages and to enlist help as needed. - Support Teller Operations at all VBT locations. - Stay abreast of all teller-related projects. - Assisting branch tellers with questions and issues. - Reconcile and make adjustments for all overages/shortages. - Reconcile and make adjustments for all overages/shortages with the correspondent bank. - Create reports and spreadsheets as needed to analyze data. - Responsible for verifying and analyzing the suspense account for all VBT tellers. - Ensure that Banking Centers have an ample supply of all monetary instruments. - Responsible for making sure that cash limits are being respected at all times. - Responsible for working closely with Bookkeeping Department in resolving any daily differences with Teller Reconciliations. - Perform cash audits of branches. - Creates reports and spreadsheets as assigned to analyze data, etc. - Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations, which include BSA, CIP, Reg. CC and OFAC requirements as they apply to this particular job title/position. - Assess bank-wide needs for coin/currency to ensure appropriate cash inventory is maintained with Cash Vault Services. - Foster teamwork with other departments of the bank, sharing knowledge and expertise to improve processes. - Represent the bank professionally and ethically in all activities related to this position. - Perform Item Capture Duties. - Understand and verify all Reg. CC Holds rules and regulations. - Other duties as assigned. Show less



Our Lady of the Lake University

• United States
• Higher Education
• 400 - 500 Employee

• Student account specialist

  • Oct 2015 - Aug 2017

  - Counsel students regarding their tuition invoice, financial aid, payment arrangements, and policies - Prepare Financial Aid refunds. - Approve clearance for transcripts. - Prepares special billing for non-routine academic credit. - Analyze and research outstanding and disputed account balances. - Supervise, train and delegate work to Work Study/Student Employment Students. - Provide problem resolution assistance to students and parents including ongoing financial counseling. - Verify funds and receipts are properly posted to the general ledger or student account ensuring the proper endorsements on negotiable instruments. - Balances daily cash drawer, prepares bank deposit and settles daily credit card batches. - Maintains files, prepares and mails correspondence for collection of all checks returned for non- sufficient funds, stop payments and incomplete endorsements. - Generates cash reconciliation reports and reconciles daily work and bank deposit to reports, copies/images all related documentation - Additional duties include creating invoices for all 3rd party reimbursements Show less



Lone Star National Bank

• United States
• Banking
• 200 - 300 Employee

• Senior Teller

  • Oct 2013 - Oct 2015

  - Processed teller transactions including cashing checks, receiving and processing deposits and withdrawals, making transfers, balanced teller drawer.- Crossed trained for Personal Banker.- Responsible for cash handling.- Daily/monthly reports, schedules, oversaw operations and staff- Trained new staff in bank operations, customer services, and administrative policies and procedures.- Review performance and recommend additional training as needed.- Closely managed timesheets, attendance, and staff schedule.- Complied with federal and state regulations and all established bank policies and procedures.- Promoted bank services and products. Show less

• Teller II

  • Jul 2012 - Oct 2013

  - Deposits, withdrawals, and daily balancing.- Customer service.-Sales-related activities.-Back-up Senior Teller duties included daily reports, schedules, overseeing minimal operations, and overview of staff.



BBVA

• Spain
• Banking
• 700 & Above Employee

• Senior Branch Associate

  • Nov 2007 - Jul 2012

  - Responsible for cash handling. - Deposits, withdrawals, and daily balancing. - Exchanged currency for U.S. dollars (Pesos). - Upheld BBVA Compass policies. - Provided quality customer service. - Sales and referrals. - Responsible for cash handling. - Deposits, withdrawals, and daily balancing. - Exchanged currency for U.S. dollars (Pesos). - Upheld BBVA Compass policies. - Provided quality customer service. - Sales and referrals.