Jocelyn Fields Email & Phone Number

Washington D.C. Metro Area

Washington D.C. Metro Area

• Responsible for daily transmittal of confidential financial documents in compliance with privacy regulations• Prepare and maintain office records of various types • Ensured the risk of identity theft was managed• Prevent data leakage by disposing of office records/files in accordance with established regulations and procedures.• Assembled and analyzed data to develop daily reports, such as ATM settlement and vault replenishments • Independently operate the credit union branch serving members • File, using an established filing system and obtain information from files as requested. • Assisted in the development of preventing phishing scams• Prepare a variety of documents by applying the appropriate policies, procedures and departmental requirements to ensure company and federal compliance.• Provide guidance to clients in response to a variety of inquiries for internal and external use.• Function as a liaison between members and various departments of the credit union. • Answer routine and technical inquiries internally and externally • Process Automated Teller Machine deposits and post to General Ledger (GL) • Receive, and disburse monetary instruments such as cash, money orders and traveler cheques.