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Finance/ Accounting

Location:
Fontana, California, 92336, United States
Posted:
January 03, 2017

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Karen L.Lewis

**** ******* ****

Fontana, CA ****6

253-***-****

Objective: Obtain a position in the accounting department to enhance my knowledge in accounting and payroll functions.

Highlights of Qualifications:

Over thirty years successful experience in the Banking and Customer Service fields.

Thirteen years of management/ supervisory experience.

Staff training

Corporate motivation program and performance motivation training.

Employment Experience:

America’s Credit Union, Fort Lewis, WA

Branch Manager 05/01 – 10/16

Manage a staff of seven member service representatives. Responsibilities include: training, coaching / developing and mentoring staff members, setting individual / departmental goals and assessing them on a monthly basis. Completing annual performance reviews, perform monthly audits of monetary instruments and cash drawers. Assist members with any discrepancies or complaints they may have such as reconciling bank statements providing copies of checks, problem solving etc.. I also make adjustments to teller over and short General Ledgers and ensure that the branch balances at the end of the day to the check processing report.

America’s Credit Union, Fort Lewis, WA

Teller Supervisor 07/98 – 04/01

Supervised a staff of eight tellers. Responsibilities include: overseeing the teller department ensuring that the staff provide quality service to the members through training. Ordered cash for five branches, balance main vault daily, maintained and balanced automated teller machine daily, performed cash audits monthly, prepared currency transaction reports when needed. I also assist members with a variety of transactions on their accounts such as making deposits, withdrawals reconciling bank statements. My responsibility was also to handle member complaints.

First Citizens Bank, Columbia, South Carolina

Head Teller 08/93 – 5/98

Supervised a staff of four. Responsibilities include: Trained new staff members, processed transactions on accounts and provided a variety of services to the customers, balanced vault daily, balanced and maintained automated teller machine, perform audits of cash drawers. On the member service side I opened and closed accounts and cross sold bank products and services.

First Hawaiian Bank, Schofield Barracks, HI

Teller 05/90 -1/93

As a teller I assist customers with a variety of transactions on their accounts to include: cashing checks, making deposits, sold travelers checks and money orders, converted foreign currency to US dollars, processed merchant deposits and balanced cash drawer daily.

Education:

Certificate of Proficiency in Dental Assisting, License in X-Ray- Southern California Regional Occupational Center, Torrance, CA 05/87 – 03/88

Diploma – Alaine Leroy Locke High School, Los Angeles, CA 09/77 – 6/80

Additional training received in customer service through various Credit Union training to include: Star Program, modules S01, S02, S03, S04, S05 and S06 as well as Certificate for the Merit (Management Enrichment) program. I’ve also received a variety of phase training on Credit Union products and services.

References available upon request.



Contact this candidate