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Manager Customer Service

Location:
Santa Maria, CA
Posted:
June 22, 2020

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Resume:

JULIE MATTOCKS

805-***-**** **** Coachman Way Santa Maria, CA 93455 **********@*****.***

SUMMARY Ability to work independently or as a member of a team, consistent and professional in all work environments with high honesty and ethics standards. SKILLS Excellent customer service

Accuracy and attention to details

Decision, planning and problem solving

Organization and prioritization skills

Strong verbal and personal communication

Proficient with Word, Excel and Outlook

EXPERIENCE Workway Staffing

Santa Maria, CA

Temp-Customer Service Rep

Mechanics Bank

March 2020 to June 2020

San Luis Personnel Services

San Luis Obispo, CA

Temp-Payroll Specialist

Construction Company

July 2019 to October 2019

Santa Maria Associated Employees

Federal Credit Union

Santa Maria, CA

Manager

December 2011 to May 2019

Assist customers with online banking.

Process personal check orders.

Complete stop payment requests.

Order debit cards.

Research account transactions/balances.

Processed employee payroll.

Calculated and paid all payroll taxes

and workers’ compensation.

Answered phones and filing.

Reconciled all bank and investment

accounts.

Opened new accounts.

Processed loan applications.

Approved and funded loans.

Ran credit reports.

Processed employee payroll.

Calculated and paid all payroll taxes.

Accounts receivable and collections.

Expense control and safety of

investments.

Prepared financial and expense

reports.

Hired, trained and supervised

personnel.

Daily deposits.

Unocal/Wescom Credit Union

Santa Maria, CA

Operations Supervisor

August 2003 to February 2010

Orcutt Federal Credit Union

Orcutt, CA

Manager

February 1999 to June 2002

Union Oil Employees Federal

Credit Union

Orcutt, CA

Member Service Representative

July 1995 to February 1999

Supervised tellers.

Kept ATMs and CDMs in balance.

Processed wire transfers.

Issued debit cards.

Ensured that all member services

issues were handled properly.

Opened new accounts and processed

and funded new loans.

Processed employee payroll and paid

quarterly taxes.

Prepared financial reports and

presented them at the monthly

meetings.

Ensured compliance with audit and

security standards, policies and

procedures and loss prevention

measures.

Ensured the financial stability of the

credit union with expense control.

Performed teller transactions and

processed loans.

Answered phones and processed

incoming mail.

Prepared and sent member’s

quarterly account statements.

Adhered to credit union policies and

federal regulations.

EDUCATION Accounting Certificate

Santa Barbara Business College Santa Maria, CA

Coursework included: Financial and payroll accounting



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