Heather Mcdaniel Email & Phone Number

Motivated and professional individual. Striving to achieve excellence. Welcoming every opportunity to develop my knowledge and skills in the financial industry.

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  Assistant Branch Manager

  Bank Of Estes Park

  Jun 2018 - Feb 2023 - Niwot, Co

  During four-years with this small-town company I took on many roles from providing basic teller/customer service responsibilities to assistant branch manager. Providing account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, and series e-bonds; ordering and re-ordering debit/ATM cards; analyzing daily reports; handling NSF items; monitoring daily ACH activity… Show more During four-years with this small-town company I took on many roles from providing basic teller/customer service responsibilities to assistant branch manager. Providing account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, and series e-bonds; ordering and re-ordering debit/ATM cards; analyzing daily reports; handling NSF items; monitoring daily ACH activity exceeding $2,500.00; accurately balancing the teller drawer; preparing reports and monthly and quarterly audits for the board of directors. New Accounts: Responsible for interviewing and engaging prospective customers inquiring about opening new accounts including: checking, saving, money markets, CD’s, and all other commercial accounts; gathering all appropriate information to open accounts and educate account holders on company and bank policies; keeping accurate, up-to-date records and files regarding accounts and reports; and closing accounts. Answering questions in person or on the telephone; referring to other bank services.Conducted various cash audits, teller performance history audits, and online banking audits. Supported the operations department with manual chargebacks, unposted items, and reconciling bank general ledger accounts. Supported the bank through a total rennvation and the launch of new products and services. Specifically, the launch of their new mobile app, P2P, and mobile deposit services. Additionally I created marketing material including: digital ads for the website, newspaper ads, flyers, posters, etc. Show less