Administrative Assistant - Operations Resume
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Memphis, TN
SUMMARY:
- Extensive knowledge of financial service operating procedures including extensive experience in cash handling, sales, and customer service
- In - depth knowledge of products and services of financial service institutions including advanced and complex branch transactions
- Proficient with computer applications, calculators, other office equipment and comprehensive knowledge of financial services platforms, operating systems, policies and procedures
- Excellent oral and written communication skills
- Amazing ability to multi task and work in a team environment
- Excellent ability to gather and analyze statistical data and report generate reports
WORK EXPERIENCE:
Administrative Assistant - Operations
Confidential, Memphis,TN
Responsibilities:- responsible for providing support within the districts in the ares of operational support
- Provides seasonal hiring support in the HRB Gateway Hiring system and administrative support to the District Operational Coordinator
- Receives communication from offices who have a concern, or need around supplies, facilities or support. Documents nature of problem, researches solutions,and resolves issues.
- Review and verify invoices and prepares payments
- Travels from store to store to make sure that the guide lines are meet
- Prepare communication, including presentation,newsletters, facts sheets and reports for H&R Block management and officials
- Mange office vendors and assist in management of contractors
Senior Member Relationship Specialist
Confidential, Memphis, TN
Responsibilities:- Supports Credit Union’s sales and sharing growth by identifying members’ needs, making appropriate referrals and cross-selling additional products and services including but not limited to loan products, insurance products, bill payment services, deposit accounts and other financial services
- Maintains and compiles monthly statistics on Indirect and Direct Lending for management
- Acts as liaison between dealers and Credit Union, maintaining existing dealer relationships as well as the increasing number of participating dealers in all of the Credit Union’s marketing areas
- Tracks dealer trends concerning loan applications compared to closed indirect loans and analyzes and reports Credit Union’s loan portfolio to track stated goals are being met
- Cultivates and maintains a strong relationship with Credit Union’s lending partners and membership groups.
- Accurately process all routine transactions and file maintenance
- Complete all required Bank Secrecy Act related training annually and maintain knowledge of current BSA policies, specifically those related to cash handling (CTR filing) and identifying and reporting possible suspicious activity
- Provides members with efficient and professional service including directing calls to the appropriate department when necessary
Financial Services and Client Specialist
Confidential, Memphis, TN
Responsibilities:- Processed cashier's checks, money orders, cash advances and Western Union wires
- Explained services and products of the financial institution to clients to identify cross-sell opportunities to enlighten clients on products and services
- Prepared and maintained account files for future reference
- Entered transaction data on system terminal; consulted database to check status of financial accounts
- Performed daily cash settlement and reconciled cash and check settlement differences
- Maintained and strengthened relationships with existing customer base
- Organized workstation to maximize efficiency and maintained professional appearance
Loan Operations Processor/ Intern
Confidential, Memphis, TN
Responsibilities:- Preformed account services including balance transfer and funding requests, tracked deposits and updated account changes and other daily account maintenance requests
- Monitored deposit amounts and examined documents for negotiability and endorsement
- Resolved client queries on payroll deduction options as well as interest/dividend rate accounts
- Prepared presentations and reports in an accurate manner
- Handled fee payment and charges to impacted accounts
