Katlyne Merk

Account Services Representative at Conservative Financial Solutions
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Account Services Representative
      • Jul 2021 - Present

    • United States
    • Truck Transportation
    • 700 & Above Employee
    • Logistics Account Executive
      • Aug 2020 - Jul 2021

      Cincinnati, Ohio, United States

    • United States
    • 1 - 100 Employee
    • Lead Member Services Representative
      • 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

Education

  • Cincinnati State Technical and Community College
    Accounting and Business/Management
    2015 - 2017

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