Specialist Ii A Team
Resume:
Pam Walker
**** *. ***** **** ***. Owasso, OK ***55
**********@*****.***
Experience
December 2018- Bank of Oklahoma – Wealth Management
June 2022
Retirement Plan Specialist II
Currently assigned 37 retirement plans that require accuracy as well as service level expectations. This includes issue of new loans and distributions, managing contribution work flows while communicating with other departments in a timely manner.
September 2013- Bank of Oklahoma – Participant Services Group
December 2018
Supervisor
Manage a team of 6 employees. Our group takes calls for approximately (450) 401k plans which includes over 75,000 participants. Day to day duties include payroll, answering email inquiries from participants, updating plan rules, one on one meetings with employees, updating training manual.
March 2006- Bank of Oklahoma – Express Bank
September 2013
Supervisor
Managed a team of 13 employees-my group took calls for 7 banks. Day
to day duties included payroll, one on one meeting with employees,
ensuring all team members were meeting monthly minimum statistical
requirements. Winner of 3 Perfect Circle Trips for top Supervisor.
March 2003- Bank of Oklahoma – Express Bank
March 2006
Express Bank Lead
Took all escalated calls from Express Bankers and worked all inquires
that express bankers could not resolve in a one call resolution.
November 2000- Bank of Oklahoma – Express Bank
March 2003
Express Banker
Answered calls for 7 banks. Lead my team in stats for 2 years.
Education
1986 Completed 1 year of courses at University of Arkansas in Fayetteville.
1985 Graduated Fayetteville High School.
Interests Being with family and friends, participating in outdoor activities.
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