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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 (xxx-xxx-xxxx




  Dynamic Senior Account Service Representative with 9 years of progressive experience in customer service, operations, and management.

  Motivated and accomplished professional, recipient of multiple promotions throughout career as well as an award in 2017 acknowledging the top 5% of performers for outstanding contributions at a credit union.

  Effective communicator, able to build and maintain long-lasting relationships with clients and colleagues.

  Management experience includes supervising 23 individuals and overseeing daily operations for two locations of a restaurant franchise.

  Extensive experience in administrative functions related to staffing, scheduling, budgets, and data entry.

  Thorough understanding of banking and financial concepts including profit and loss analysis, tax withholdings, account balancing, and general ledger (GL) reconciliation.

  Earned Associate of Arts in business administration; pursuing Bachelor of Business Administration.


Professional Experience


PROVIDENT CREDIT UNION, Oakland, CA 12/2016-present

Senior Account Service Representative (ASR), promoted from IRA Specialist (12/2017-present)

  Acted as primary point of contact for the account services department.

  Received the Star award, given to the top 5% of employees for outstanding contributions for the previous year.

  Maintained tax reporting for the entire credit union, reviewing and correcting discrepancies as necessary.

  Processed weekly tax payments for federal withholding and bimonthly tax payments for state withholdings.

  Reviewed ATM, mobile, and remote deposits and handled issues related to adjustments and member disputes.

  Assisted with training, new accounts, ACH processing, wire transactions, receipting, and quality control.


IRA Specialist (1/2017-12/2017)

  Monitored transactions for traditional and Roth IRAs and HSAs to ensure compliance with applicable standards.

  Processed quarterly state taxes and weekly federal taxes.

  Reviewed deceased accounts, processed beneficiary payouts, established trusts, and converted accounts.


ATM Specialist (12/2016-3/2017)

  Conducted weekly balancing and overall processing of all 19 ATMs on the ATM network.

  Reviewed and adjusted checking accounts and completed general ledger (GL) reconciliation.


BBVA COMPASS, Walnut Creek, CA 10/2015-12/2016

Sales & Service Advisor II

  Acted as a bank teller, new accounts representative, and personal banker.

  Oversaw various programs and sponsorships with local clubs and organizations intended to provide education on financial wellness and financial literacy to the community.

  Oversaw site-sponsored community outreach events to increase bank traffic and promote branch growth.


PAPA MURPHY'S, Oakdale and Riverbank, CA 10/2009-10/2015

Multi Unit Manager

  Hired as a crew employee and advanced to Multi Unit Manager, responsible for supervising 23 employees.

  Oversaw daily operations for two locations, managing staffing, scheduling, inventory management, profit and loss, payroll, data entry, and legal relations.

  Traveled to other Papa Murphy's locations to train personnel on point-of-sale (POS) systems.

  Maximized profit generation for two locations by identifying and implementing budget controls and restrictions.

  Assisted in planning grand-opening activities and other events promoting expansion efforts.




CSU STANISLAUS, Turlock, CA (8/2015-5/2016)

  Completed courses in business administration, marketing, finance, and management towards a Bachelor of Business Administration, concentrated in management and accounting (resuming in spring 2018).


COLUMBIA COLLEGE, Sonora, CA (8/2012-12/2015)

  Received three Associate of Arts degrees in business administration, English language, and liberal studies.

cashiers, sales staff and customer service.

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