Experienced Banking Services Professional with 18 Years

Ieysha Beall

******.**@*****.*** 713-***-**** Houston, TX

Summary

Seasoned banking professional with 18 years of experience, adept in customer service, transaction processing, and fraud prevention. Skilled in leading teller teams, managing operational procedures, and delivering client service excellence. Seeking a Banking Services Clerk role to leverage expertise in account transactions, regulatory compliance, and financial product knowledge.

Work Experience

Edward Jones

Customer Specialist II Remote Aug 2022 - Present

• Deliver exceptional client support by addressing inquiries related to margin loans and unpaid trades, ensuring first contact resolution.

• Maintain high proficiency in financial products and procedures through ongoing training, enhancing client solutions.

• Process customer loan disbursements accurately and in compliance with regulatory standards, supporting financial transactions such as wire transfers and ACH on-demand.

• Utilize Salesforce effectively to manage client data and facilitate seamless communication with associates and branch offices, issuing checks and managing withholdings as required. Wells Fargo

Lead Teller Supervisor Houston, TX Aug 2018 - Aug 2022

• Delivered exceptional customer service, addressing and resolving inquiries to ensure client satisfaction and retention.

• Processed financial transactions with accuracy, adhering to established protocols to minimize errors and mitigate fraud risk.

• Ensured strict compliance with company identification policies while managing deposit and withdrawal requests efficiently.

• Provided product knowledge and recommendations to customers, enhancing their understanding of financial options available.

Plus 4 Credit Union

Lead Teller/Supervisor Mar 2018 - Jun 2018

• Resolved teller discrepancies through diligent reconciliation processes, facilitating accurate transaction corrections.

• Managed the performance evaluation process for teller staff, ensuring adherence to bank policies and operational standards.

• Implemented fraud detection measures, identifying potential risks to maintain the integrity and security of financial transactions.

Bank of America

Lead Teller /Supervisor Houston, TX Oct 2012 - Feb 2018

• Facilitated accurate teller reconciliations and implemented necessary adjustments to maintain financial integrity.

• Managed the performance review process for teller staff, ensuring compliance with operational standards and updates.

• Contributed to fraud prevention efforts by recognizing and addressing potential security issues, securing the integrity of transaction processes.

WTEC (Wind Turbine & Energy Cables)

Facility Administrator Oct 2009 - Oct 2012

• Streamlined asset management by maintaining system reliability and supporting facility operations, resulting in increased output and reduced operating costs.

• Coordinated procurement and contract management, facilitating the smooth operation of the facility while adhering to budgetary guidelines.

• Oversaw new hire onboarding processes, including I-9 verification, background checks, and drug screenings, ensuring compliance and workforce readiness.

Woodforest National Bank

Commercial Banker Feb 2006 - Oct 2009

• Managed customer transactions with a high degree of accuracy, including cashing checks, verifying signatures, and ensuring adequate funds, leading to a consistent record of balancing currency, coin, and checks in cash drawers.

• Facilitated new banking relationships by negotiating contract terms, payment structures, and reimbursement plans for various loan products, enhancing customer satisfaction and financial product uptake.

• Conducted thorough monthly audits and reconciliations of commercial accounts, ensuring compliance with banking regulations and maintaining the integrity of financial records. Education

Lone Star College

Associate of Arts in Business Administration and Management, Business Administration and Management N/A University of New Hampshire-Main Campus

Bachelor's degree in Business, Business Remote N/A Skills

Customer Service / Administrative Support, Microsoft Office Suite: Excel, Word, Outlook, Supervisory Skills (5 Employees), Teller Operations, 10 Key, Banking, Balance Sheet Reconciliation, Performance Management, Microsoft Office, Bank Reconciliation, Accounting, General Ledger Accounting, Financial Report Writing, 10 Key Calculator, Clerical Experience, Typing, Microsoft Excel, Leadership, English, Time Management, Computer Literacy, Office Experience, Microsoft PowerPoint, Supervising Experience, Microsoft Word, Microsoft Access, Administrative Experience, Microsoft Outlook, Account Reconciliation, Accounts Receivable, Accounts Payable, Journal Entries, Windows, Data Entry, Office Management, Merchandising, Sales, Communication Skills, Financial Services, Fraud

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