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Title Bookkeeper/ Treasury Analyst
Target Location US-FL-Orlando
Email Available with paid plan
Phone Available with paid plan
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TEL # PHONE NUMBER AVAILABLE (C)Email Address: EMAIL AVAILABLEPROFESSIONAL SUMMARYAn accomplished and energetic individual with exceptional interpersonal skills and an appreciation for providing first-rate customer service to clients, business partners, and team members. Successful in overall operations in a fast-paced multi-market environment for over fifteen years, with an in-depth knowledge of operations, finance and customer service.A motivational leader with strong analytical, organizational and problem-solving skills, committed to the highest levels of ethical, professional and personal excellence. Especially adept at handling cash transactions interacting with individual and business clients and seeking amicable solutions to problems. Specialize in achieving production goals and maintaining solid customer relations.HIGHLIGHTSExcellent client communication and negotiation skillsVery strong ability to utilize a variety of computer platformsDedicated to creating the best possible customer experienceExceptional team building skillsStrong Branch Audits for all quarters in 2022WORK EXPERIENCENovember 2021- present, SYNOVUS BANK, Apopka Branch, Branch Service SupervisorResponsibilitiesSupervise and coordinate the day-to-day activities of the teller lineManage teller schedules ensuring continuous coverage of teller functions and adherence to established schedulesWork closely with branch management to communicate key information to the branch team regarding changes to bank policies, procedures, products and servicesLead the teller line in cross-selling, referrals and new business efforts in support of branch referral goalsCompliance monitoring in accordance to operational guidelinesServe as back up to the Relationship BankerMarch 2020 - October 2021, ADDITION FINANCIAL CREDIT UNION, Metro West Branch, Universal AgentResponsibilitiesProvides quality service to all membersEnsuring timely and accurate processing of members transactions as requestedOpens new accounts, processes loans, wire transfers and more for members in person, by telephone or mailJuly 2018  February 2020, JP MORGAN CHASE BANK, Pine Hills Branch, Associate BankerResponsibilitiesHelping customers understand the latest technology banking productsProactively helping customers access the technology through the multiple self-service waysAssisting with the vault/cash management of the branchCultural Champion for the branchJune 2016  December 2017, SAGICOR BANK JA. LIMITED, Tropical Plaza Branch, Assistant Manager  Branch OperationsResponsibilitiesDeveloping plans and strategies in collaboration with the Branch Manager and Manager, Client Experience to improve service deliveryConducting compliance monitoring according to operational guidelinesMonitoring and balancing of all reconcilable accounts/ledgersManaging the overall responsibility for risk - i.e., Overall Expenses, Cash & Custody, Internal Audit, & Privacy Guidelines.Monitoring branch performance against Profit & Loss/Balance SheetFebruary 2010  May 2016, COK SODALITY CO-OP. CU LIMITED, Cross Roads Branch, Assistant Manager  Branch OperationsResponsibilitiesEnsuring the overall effective and efficient operation of day to day branch activitiesResponsible for planning, organizing and managing the activities of the branch to facilitate prompt, accurate and efficient service to all members, in keeping with corporate objectives and strategic goalWork in liaison with the Branch Manager so as to ensure the effective coordination of activities and roles.October 2006  January 2010, COK SODALITY - Head Office, Senior Cambio & Remittance OfficerResponsibilitiesMonitoring the daily activities to ensure compliance with the regulatory body (BOJ)Reconciliation and reimbursement of agents, sub agents and clientsVerification of payment details for accuracy and completenessFebruary 2002  September 2006, COK SODALITY - Portmore, Cross Roads and Half Way Tree Branches, Member Services OfficerResponsibilitiesResponsible for providing member service to members in response to queries and requests Promoting the Credit Unions products and services to existing and prospective membersEDUCATION2004-2005, University of Technology, Bachelor in Business Administration - Finance (Hons.)1994-1997, University of Technology, Diploma in Business Administration - AccountingREFERENCEMichelle Morris-Penn, Principal - Kaufman Rossin, (Former CFO - COK Sodality Co-operative Credit Union Ltd), Telephone No.: PHONE NUMBER AVAILABLEKimberly Brown-Martin, Lead Associate Officer  JP Morgan Chase Bank,Telephone No.: PHONE NUMBER AVAILABLE/pre>

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