Meredith Halverson Email & Phone Number

Dubuque, IA, US

Dubuque, IA, US

Dubuque, Iowa, United States

• Responsible for creating and/or executing on strategic priorities and department operational plans.
• Supervise and provide coaching and development for employees to ensure employees are engaged and effectively meeting expectations of their jobs.
• Budget, monitor and approve operational expenses including training, workforce, and other department expenses.
• Create and maintain collaborative internal and external relationships through internal peer groups / focus groups as well as various industry and/or community organizations both regionally and nationally.
• Monitor current trends and insights brought forward by various surveys or other voice of the employee and member methods.

United States

United States

• Collaborates with all business units across the organization to identify business requirements for projects tasked to the data team
• Implemented the Agile Methodology to the data team and continue to develop and refine the process to better serve the organization
• Serves as a liaison between the data team and business units to ensure modifications and enhancements are communicated timely and accurately
• Validates finished products prior to project delivery

United States

• Continued all responsibilities listed under the Deposit Operations Analyst
• Worked with internal team members to map and automate reports out of the core system and data warehouse
• Responsible for learning and supporting the HRIS software

United States

• Responsible for set up/maintenance of deposit applications including core system and item processing software and testing due to upgrades and modifications
• Provided troubleshooting and problem resolutions for deposit applications
• Assisted with mergers and acquisitions
• Lead and supported projects associated with third party applications
• Responsible for fee changes within the core system and verification against disclosures
• Identified and implemented automations and efficiencies within the department

Dubuque, IA

• Oversees all aspects of the item processing department including scheduling, workflow, and personnel
• Oversees all the deposit settlement area including balancing and reconciling internal general ledger accounts as well as internal checking accounts
• Responsible for writing/updating job procedures used by item processing department and member banks
• Exhibits excellent mathematical skills through determining Endpoint Exchange outages and cash letter differences and making the necessary corrections
• Responsible for hiring new employees and writing/giving employee performance reviews
• Conducts department meetings

Dubuque, IA

• Responsible for submitting adjustment requests to the Federal Reserve Bank and making appropriate corrections to customer accounts for incoming adjustments
• Showed excellent communication skills through telephone and email correspondence with member banks and other colleagues
• Demonstrated computer proficiency in the following programs: Microsoft Word/Excel/Power Point, Onbase, Image Vision, Check Image Research, Internet Explorer, etc.
• Displayed excellent organizational skills, accuracy, and attention to detail

Dubuque, IA

• Responsible for balancing financial transactions, general ledger posting, preparing checks for couriers
• Exhibited computer proficiency, 10-key data entry
• Showed professionalism through communication with colleagues

Dubuque, IA

• Experience teaching and managing all grades (K-6) and all demographics
• Reliable, responsible, flexible

Dubuque, IA

• Exhibited excellent customer service skills
• Handled money in all aspects of a bank setting
• Displayed organizational skills, accuracy, attention to detail
• Showed proficiency with Teller Insight and OFAC Tracker programs

Dubuque, IA

• Supervised children aged 1-8 while parents participated in community center activities
• Communicated effectively with parents regarding children’s behaviors, interactions, etc.

Dubuque, IA

• Attended to customer inquiries at service desk and sales floor
• Handled registers including sales, returns, and counting drawers at the end of the day
• Organized and shelved merchandise
• Employee of the Month Awarded four times