Administrative Assistant & Editor

– Supported VP/GM and the 40+ employees who report to them, who in turn work with 28 different outside customers. Point of contact for said outside customers for meeting availability and general questions – making sure professional partnerships weren’t hindered by administrative complications
– Organized Outlook calendar directly for 5+ employees. Available to all of department to help schedule meetings and deal with “calendar gymnastics” in order to get the necessary people available
– Booked travel through Concur system – flights, hotel, rental cars. Created and updated itineraries with all key information for travelers. Communicated with travel agents when changes needed to be made
– Completed detailed expense reports for 4+ employees in an organized and timely manner
– Maintained and organized team system on Microsoft Teams
– Audited customer websites to ensure products were live and listed correctly, which helped overall sales for product. Created spreadsheets to track issues so team could report findings to the customer

– Responsible for new account information/documentation quality control – on a daily basis, reviewed approx. 150 pages over 30 branches to ensure frontline employees made no errors for the approx. 16 new accounts opened daily
– Assisted in Business Documentation Check Backs for 111 branches – an advanced area of expertise that requires knowledge of federal and state guidelines for LLCs, Corporations, Partnerships, etc.
– Data Quality Control – organized, formatted and streamlined account data processes to ensure more efficient access to account information for frontline employees in order to improve the overall customer experience

– Managed over $300,000 in cash daily – Highest vault limit of all 20 Country Club Bank branches
– Responsible for “First” customer contact, both in person and/or over the phone
– Managed facility operation – inventoried and maintained all business supplies, worked with building maintenance on any facility concerns
– Award/Recognition: Top Teller for perfect balance, achieving referral goals, and exceptional accuracy