Jessica Beattie

ac5oma@r.postjobfree.com

*** ******* ** ** *** 203

Palm Bay, FL 32907

704-***-****

ACADEMICS/CERTIFICATIONS:

Bachelor’s degree in Business Administration: Accounting

Florida Institute of Technology - Graduated May 5th, 2018

Master of Business Administration: Accounting and Finance

Florida Institute of Technology– Anticipated Graduation Date of December, 2019

Notary, State of Florida

Targeted for Leadership Development at Bank of America and SunTrust Bank

COMPUTER/OFFICE SKILLS:

Proficient in Microsoft (Word, Excel, Power Point), Outlook and People Soft

Highly efficient with office machines; copiers, faxes, printers, and scanners

PROFESSIONAL SKILLS & ABILITIES:

Highly professional demeanor with positive attitude and excellent service standards

Results-oriented, innovative, and highly accurate with sense of urgency

Self-motivated leader and with ability to mentor others

Good judgment and discretion

Excellent oral and written communication

PROFESSIONAL BACKGROUND:

Budget & Security Manager - Florida Institute of Technology, Melbourne FL (February 2014 – present)

Responsible for budget development and reconciliation within monthly target to annual budgetary guidelines

Facilitate security payroll distributions and disseminate final approval for pay period allocations

Oversee, coordinate, and implement campus events and corporate sponsorships

Assist in management of over forty employees, four supervisors and directly manage four dispatchers and administrative personnel.

Oversee schedule, overtime coverage, and coordinate third-party billing in conjunction with staffed events and regular rotating coverage

Analyze and manage expense proposals for operating account balances and responsible for maintaining accuracy

Analyze and manage revenue projections; reconcile with annual projections; and financial reporting

Teller Manager II – SunTrust Bank, Melbourne FL (March 2012 – February 2014)

Worked closely with management to develop strategies and train team to achieve sales and strategies

Tracked and created appropriate reports for following status of sales, employee development, customer retention, risk assessments and fraud prevention

Developed daily, weekly and monthly schedules for employees to target with the projected traffic flow and banking center platform and teller staffing projections

Participated in hiring interviews and performance reviews of all staff

Responsible for facility requests and ordering of supplies for banking center and daily cash needs to projection reports and inventory logs.

Maintained compliance with regulatory and state standards regarding fraud, risk assessment, account maintenance, lending specifications and regular cash balancing reports.

Managed employees with creation and termination of accounts, loan underwriting and vault cash balancing; established procedures to maintain compliance.

Personal Banker IV – Bank of America, Merritt Island FL (July 2010 – March 2012)

Organized and implemented major sales events, sales training and meetings with staff

Tracked SharePoint sales to individual goals within target of branch funding goals and created cash forecasting for daily vault needs

Responded to customer service issues with first line of resolution and override authority up the $25,000 discretionary threshold.

Participated in development and maintenance of Business Contingency Plan

Modeled a branch team partnership to test audit local banking centers to ensure compliance market wide.

Responsible for accounting and financial analysis of commercial and residential accounts

Worked with liaisons for treasury and merchant services commercial referrals

Personal Banker – Bank of America, Charlotte NC (October 2006 - July 2010)

Responsible for growth of profitability and tracking of sales to target retention goals

Managed account documentation for fraud prevention, loan underwriting, signature authorities, domestic and international wire transfers and supportive compliance and retention materials

Resolved customer service complaints and escalated concerns through the appropriate channels

Participated in development of sales strategies and coached staff to proficiency in team leader meetings

Created regular portfolio reviews and paired with funding initiatives

Proficient with client need-based conversational framework and how to overcome obstacles with recommended products

Tailored client’s’ accounts to monitor appropriate banking fees with available account balances and recommendations for future savings goals.

Office Manager – Paul Arpin Van Lines, Merritt Island FL (August 2004 – October 2006)

Billed and managed inventory on monthly storage for active clients and collections accounts

Booked and maintained sales schedules for estimates and deliveries

Managed accounting and payroll supportive documentation

Created file templates in preparation to bid and estimates

Performed quality assurance calls to analyze service to standard

Provided support to executive management and responsible for managing two administrative assistants

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