Jason Moreau Email & Phone Number

River Oaks

• Complete monthly and quarterly audits while maintaining supporting documentation and records while generating three consecutive unqualified opinions during full banking center audits• Initiate wire transfers, cashier’s checks, and other customer transactions• Process accounts payable vendor invoices on behalf of banking center• Oversee banking center cash supply by anticipating cash needs and resolving cash balancing discrepancies• Conduct documentation quality control resulting in the elimination of 3 years of document exceptions

• Obtain client financials and additional documentation to ensure loan covenant compliance.• Client and private banking liaison for new and renewing loans and lines of credit.• Perform client account maintenance.• Part of conversion team for Green Bank and Patriot Bank merger performing full cash audit of assigned Patriot Bank location for liquid asset verification prior to merger. Verified accounts and CIFs during bank merger testing to identify potential issues.• Open, close and maintain public funds accounts.• Process teller transactions as needed.• Order cash for branch based on cash needs for the week.• Process vault transactions.• Balance vault daily.• Review daily account maintenance to ensure accuracy and appropriate documentation.• Service, balance and audit branch ATM as needed.• Teller work as needed.• Resolve daily NSF report as needed.

• Performed client account maintenance.• Participated in weekly branch operations conference calls.• Opened accounts for non-residents.• Collaborated with operations manager to implement new branch specific procedures.• Sold and opened new lines of credit.• Worked closely with Treasury Management department in the maintenance of business accounts and business online banking access.• Renewed existing lines of credit.• Processed weekly large cash deposit for parking garage, including completion of CTR.• Processed change orders.• Resolve daily NSF report as needed. • Ordered cash and balanced vault as needed.

• Created customized financial solutions for new and existing clients.• Approved large denomination or other special circumstance transactions• Made sales calls and set up off-site events to drive business.• Ensured safe and confidential transportation of personal information while working off-site events.• Exceptional performance on personal banker audit test during full branch audit.• Sold auto loans, credit cards and home equity products to new and existing clients.

• Promoted all bank products and services.• Opened new and maintained existing accounts.• Maintained and supported customer accounts.• Took in packages, sold stamps and ensured daily balancing and compliance for in-branch USPS station.• Sent money transfers while adhering to bank and Western Union policies and procedures.• Processed large cash deposits for Walmart in-store location.• Serviced and balanced branch ATM.• Performed teller duties as needed.• Resolved daily NSF and cash balancing reports as needed.

• Administered accounts receivable and accounts payable.• Managed petty cash.• Prepared financial spreadsheets.• Administered payroll.• Made all bank deposits and loan payments.