Katlyne Merk
Account Services Representative at Conservative Financial Solutions- Claim this Profile
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Bio
Experience
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Conservative Financial Solutions
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United States
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Financial Services
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1 - 100 Employee
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Account Services Representative
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Jul 2021 - Present
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Total Quality Logistics
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United States
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Truck Transportation
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700 & Above Employee
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Logistics Account Executive
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Aug 2020 - Jul 2021
Cincinnati, Ohio, United States
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Whitewater Community Credit Union, Ohio
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United States
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1 - 100 Employee
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Lead Member Services Representative
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Jul 2016 - Mar 2020
Responsibilities include training and managing tellers, opening and closing the office, balancing corporate accounts and interior general ledgers, assure all filing is done accurately, conducting surveys to determine competitive Auto and CD rates, assigning workload to tellers, daily ATM maintenance and balancing, ordering cash and maintaining vault position, managing accounts payable, weekly balancing of vault, oversight of opening/closing of accounts, oversight of social media pages for… Show more Responsibilities include training and managing tellers, opening and closing the office, balancing corporate accounts and interior general ledgers, assure all filing is done accurately, conducting surveys to determine competitive Auto and CD rates, assigning workload to tellers, daily ATM maintenance and balancing, ordering cash and maintaining vault position, managing accounts payable, weekly balancing of vault, oversight of opening/closing of accounts, oversight of social media pages for company, opening IRA’s, opening CD’s, managing business and trust accounts, ordering of office supplies, ensure member satisfaction to everyone who comes in the door, and all general teller duties. Show less
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Education
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Cincinnati State Technical and Community College
Accounting and Business/Management