Ericka Williams

PROFESSIONAL SUMMARY

Experienced Personal Banker and Bookkeeper that is crossed trained in Needles case management software, operations, accounting, and information technology to ensure accuracy of support for customer invoicing and other administrative tasks. Familiar with various computerized programs. Looking to obtain a desired career to utilize my experience in Banking and as an Accounting assistant. EDUCATION

● Kathleen Sr. High School (1989)- High School Diploma

● Business Institute of Lakeland (1990-1992) Associates Degree in Business Administration

● Keiser University (2012-2015) Associate Degree in Criminal Justice PROFESSIONAL EXPERIENCE

The Law Office of Julian Sanders- Resolution Specialist (Dec 2021-Present)

● Records all completed tasks via notes in the collection system and in the departmental log

● Monitors and fosters ongoing communications with Physicians, and Hospital staff regarding the status of claims and payments

● Performs other duties as assigned, including collections activity as management directs

● Ability to quickly adapt to the variable environment of a start-up or rapidly growing organization

● Maintains confidentiality and security standards

● Identifies and takes appropriate actions to complete and submit required financial, medical and personal information forms to support the client application process

● Ability to deal effectively with a wide range of internal and external clients, be a strong team player to influence without authority

● Quick and effective analytical skills

● Lobby leading, Scheduling, Delegating tasks, daily reports

● Preparation of journal entries and balance sheet account reconciliations to ensure transactional accuracy and compliance

● Demonstrate a positive, professional, and team-oriented attitude toward coworkers, internal and external customers, and management

Peach Federal Credit Union-Personal Banker (July 2019 to Dec 2021)

● Supporting clients in the opening of accounts

● Manage the customer’s day to day queries related to their respective personal account.

● Understanding customer’s requirements concerning any new or existing product offered by the banking or financial institution.

● Introducing and marketing new products to the customer base, including the explanation of benefits.

● Advise clients on financial services and resolve issues

● Overall management of customer’s accounts

Cadence-Personal Banker (Sept 2017 to Dec 2019)

● Aid customers in opening, managing, and optimizing their bank accounts and other products

● Pursue leads and potential customers to expand services and products offered

● Provide advisory services for clients regarding available financial services

● Refer clients to financial specialists in the event of specialized needs

● Resolve issues regarding customer accounts

● Perform monthly bank reconciliation activity through verification of accounts regarding cash at hand and cash at bank

● Perform other administrative duties (such as data entry into in-house software) Wells Fargo- Teller Manager (May 1998-August 2017)

● Conduct deposit verification and/or change order preparation using specialized counting equipment and procedures

● Separate currency, coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination

● Prepare currency and/or coin change orders by denomination for each customer assigned

● Exhibits passion for Elevations Credit Union (ECU) and demonstrates Elevations' core values, Integrity, Respect, Passion, Creativity, and Excellence.

● Engages members using the Elevations Way model; with care, professionalism, and the highest level of service to explore relevant solutions to members and refer to internal partners as identified.

● Performs teller transactions to include, but not limited to, processing account deposits, withdrawals, and payments promptly and accurately.

● Maintains high-level operational excellence in the completion of daily teller operations including but not limited to, cash balancing, completing opening and closing tasks and/or performing and/or supporting the completion of periodic cash control and operational audits.

PROFESSIONAL KNOWLEDGE

● Cash Handling and Balancing of account and cash drawers

● Needles Case Management Software

● Slack Technologies

● Filing, Copy Machine, Faxing

● Microsoft word and Excel

● Teller PC and Mainframe

● 10 Key Skills

● Employee Compliance Training

● Customer service

Contact this candidate