Bookkeeper/ Treasury Analyst

Karen Maylor-Graham

**** ******** **, ******* **. 32808

TEL # 407-***-**** (C)

Email Address: ***********@*****.***

PROFESSIONAL SUMMARY

An 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.

HIGHLIGHTS

●Excellent client communication and negotiation skills

●Very strong ability to utilize a variety of computer platforms

●Dedicated to creating the best possible customer experience

●Exceptional team building skills

●Strong Branch Audits for all quarters in 2022

WORK EXPERIENCE

November 2021- present, SYNOVUS BANK, Apopka Branch, Branch Service Supervisor

Responsibilities

■Supervise and coordinate the day-to-day activities of the teller line

■Manage teller schedules ensuring continuous coverage of teller functions and adherence to established schedules

■Work closely with branch management to communicate key information to the branch team regarding changes to bank policies, procedures, products and services

■Lead the teller line in cross-selling, referrals and new business efforts in support of branch referral goals

■Compliance monitoring in accordance to operational guidelines

■Serve as back up to the Relationship Banker

March 2020 - October 2021, ADDITION FINANCIAL CREDIT UNION, Metro West Branch, Universal Agent

Responsibilities

■Provides quality service to all members

■Ensuring timely and accurate processing of members transactions as requested

■Opens new accounts, processes loans, wire transfers and more for members in person, by telephone or mail

July 2018 – February 2020, JP MORGAN CHASE BANK, Pine Hills Branch, Associate Banker

Responsibilities

■Helping customers understand the latest technology banking products

■Proactively helping customers access the technology through the multiple self-service ways

■Assisting with the vault/cash management of the branch

■Cultural Champion for the branch

June 2016 – December 2017, SAGICOR BANK JA. LIMITED, Tropical Plaza Branch, Assistant Manager – Branch Operations

Responsibilities

■Developing plans and strategies in collaboration with the Branch Manager and Manager, Client Experience to improve service delivery

■Conducting compliance monitoring according to operational guidelines

■Monitoring and balancing of all reconcilable accounts/ledgers

■Managing the overall responsibility for risk - i.e., Overall Expenses, Cash & Custody, Internal Audit, & Privacy Guidelines.

■Monitoring branch performance against Profit & Loss/Balance Sheet

February 2010 – May 2016, COK SODALITY CO-OP. CU LIMITED, Cross Roads Branch, Assistant Manager – Branch Operations

Responsibilities

■Ensuring the overall effective and efficient operation of “day to day” branch activities

■Responsible 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 goal

■Work 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 Officer

Responsibilities

■Monitoring the daily activities to ensure compliance with the regulatory body (BOJ)

■Reconciliation and reimbursement of agents, sub agents and clients

■Verification of payment details for accuracy and completeness

February 2002 – September 2006, COK SODALITY - Portmore, Cross Roads and Half Way Tree Branches, Member Services Officer

Responsibilities

■Responsible for providing member service to members in response to queries and requests

■ Promoting the Credit Union’s products and services to existing and prospective members

EDUCATION

2004-2005, University of Technology, Bachelor in Business Administration - Finance (Hons.)

1994-1997, University of Technology, Diploma in Business Administration - Accounting

REFERENCE

Michelle Morris-Penn, Principal - Kaufman Rossin, (Former CFO - COK Sodality Co-operative Credit Union Ltd), Telephone No.: 754-***-****

Kimberly Brown-Martin, Lead Associate Officer – JP Morgan Chase Bank,

Telephone No.: 321-***-****

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