• Handled all aspects of invoice processing, mailing, and payment collection for two specialized insurance programs consisting of 10,000+ insured members combined.• Managed customer payments by keying data, posting transactions, and verifying accuracy of input to reports generated.• Verified details of transactions, including funds received and total account balances.• Entered commission statements into databases daily.• Conducted month-end balance sheet reviews for company commissions received and reconciled any variances.• Researched and resolved billing and invoice problems.• Created databases and spreadsheets that improved reporting accuracy.• Performed a variety of clerical duties, including telephone reception, mail distribution, supply inventory, and other routine functions.• Processed monthly expense reports with supporting documentation.• Posted check, credit card, and ACH payments.• Researched and completed chargeback disputes from credit card companies with proven success.• Prepared daily bank deposits.

• Processed transactions within established policies and procedures to ensure operational excellence.• Maintained continuous awareness of fraud loss and check cashing guidelines as well as all security and transaction documentation requirements.• Assisted clients with inquiries via telephone and in branch.• Identified and referred sales opportunities to Personal Banker and Manager.• Conducted periodical teammate meetings.• Oversaw daily operation/balancing of branch ATMs and currency dispensers.• Retained cash limits and check cashing limits in accordance with SunTrust’s standards.• Monitored the branch’s cash position to ensure branch cash needs are met and the use of funds is maximized. Coordinated ordering/shipping cash with the Teller Lead. • Handled daily cash flow in excess of $100,000.

• Scheduled and managed appointments with customers.• Developed strong customer relations.• Conducted interviews with potential employees.• Trained, supervised, and mentored new team members on successful sales and closing techniques.• Monitored and reported sales volume, financial, and business transactions.• Met expected sales quotas each week.

• Answered customer questions and concerns by phone, email, and blog about the Wellness2Go program.• Data entry of spreadsheets. Logging and filing.• Influenced community citizens to participate in the wellness program through flyers and blog.• Communicated proposals, schedules, and updates to company sponsors by email, fax, or mail.• Created schedules and set appointments for director and sponsors.• Formulated promotional ideas for business.• Prepared sponsors, members, and facilities for events.

• Collaborated with director to produce business graphics.• Researched graphic style designs in cooperation with director’s preferences and guidelines to successfully hand craft proposal.• Created and presented logo to director and was later selected for best design.

• Processed multiple photograph orders promptly and independently.• Addressed consumer issues and requests proficiently.• Answered telephones and responded to caller questions.• Handled and monitored large sums of money.