Experience

Point Blue Conservation Science

• United States
• Research
• 100 - 200 Employee

• Accounting Administrator

  • Nov 2022 - Present

  United States



Exchange Bank

• United States
• Banking
• 300 - 400 Employee

• Compliance Analyst

  • Dec 2021 - Nov 2022

• Branch Support Specialist

  • Jan 2015 - Dec 2021

• Customer Service Specialist

  • Oct 2011 - Jan 2015

  Reinking Branch As a Customer Service Specialist here at EB, customer security and overall experience is my main priority. I may supervise staff, assist in the coaching, training and the development of tellers, as well as assisting in solving customer problems and serving as an operational reference. I also aid tellers with balancing problems. I adhere to help enforce all security procedures as well as other departmental policies and procedures. As well as the following: - Refer and cross-sell Exchange Bank… Show more As a Customer Service Specialist here at EB, customer security and overall experience is my main priority. I may supervise staff, assist in the coaching, training and the development of tellers, as well as assisting in solving customer problems and serving as an operational reference. I also aid tellers with balancing problems. I adhere to help enforce all security procedures as well as other departmental policies and procedures. As well as the following: - Refer and cross-sell Exchange Bank products and services; meet or exceed sales goals. - Accurately complete the required audit logs. - Balance and maintain cash dispense machine(s). - Audit ATM on a monthly basis as well as cash drawers, according to policy. - Investigate teller losses and institute a corrective flow of work. -Research and resolve customer questions, problems and concerns by telephone, written correspondence or in person.