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Manager Customer Service

Knoxville, Tennessee, United States
March 26, 2019

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Melissa Bergeron

Phone: 423-***-**** Email:

Detail-oriented and highly qualified Financial Representative. Adept at establishing and maintaining a broad range of money management parameters while simultaneously leading personnel through the completion of daily tasks. I have experience with the following: Outlook, Excel, Word, QuickBooks, ACH, Wire Transfer, Payroll, General Ledger Balancing, Jack Henry, Accounts Payable, Accounts Receivable, Insurance, Bookkeeping

ORNL FCU - June 2017 to Present Besides handling payments and receiving transactions I assist with helping new employees with policies and procedures, make members aware of new products and services that would benefit them. As backup Head Teller I also assist our branch with daily issues. Most of my experience and passion is working back-office as I have knowledge and worked with the following programs that are listed above.

SouthEast Bank-2014-2016 Loan Closer/Shipper Put together closed loan packages and mail to investors. Scan and mail final documents. Keep track of Loan Pipeline by spreadsheet and order supplies for the department. Print billing notices and verifies data before sending out to customer. Perform loan maintenance and post payments to accounts. Release collateral documents on paid loans, i.e. titles and Deeds of Trust. Make updates to Credit Bureau when needed and organize documents and records.

First Volunteer Bank-2011-2014 ACH Processor, posting incoming and outgoing wires, monitor deposit maintenance reports, process incoming Fed files, and correct city and state mismatch at end of year for 1098 and 1099 forms.

Bank of America – 2010 Worked in central money vault. Received and counted deposits. Prepared deposits for processing and change orders for commercial clients.

State Farm Insurance – 2009-2010 Acquired license for Property and Casualty. Handling changes to clients’ policies while helping them choose coverage that would correspond with their lifestyle and budget. I generated new business through cold calling and referrals from existing clients. Assisted customers with claims and questions about their policies.

RBC Bank -2008-2009 Helped customers with financial questions and offered solutions while completing their transactions. I was able to bring my previous experience and knowledge into this position to continuously give our Client Service Rep. leads and referrals. I was recognized on most conference calls for having generated the majority of leads. With my attention to detail and great customer service, I soon established a clientele that would wait for me to assist them.

CENTRAL PROGRESSIVE BANK -2007-2008 ACH Processor, handled NSF’s and Chargebacks, posted incoming and outgoing wires, assisted branch personnel with research requests, reclamations and levys. Processed the handling of purchased and redeemed savings bonds. Sent TT&L payments to the IRS in a timely fashion so bank and customer were not penalized.

FURNITURE FOR LESS -2004-2007 As operations manager, I prepared payroll and IRS forms by utilizing QuickBooks. Paid invoices as received and posted payments for customers. Balanced credit card machine and made deposits for store. Buyer for products and store inventory, checked status, and oversaw arrival of goods in a timely fashion. Organized daily delivery schedules and assigned routes to warehouse staff.

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