Stephen Marx Email and Phone Number

Duties:• Conduct regular access and entitlements audits and maintenance for multiple business lines• Present risks affecting Key Projects to upper management, members of the Bureau of Fiscal Service, and other critical stakeholders in regularly scheduled meetings• Prepare and deliver crucial reports to the Treasury Reserve Supervisory Office (TRSO) for multiple business linesAccomplishments:• Quickly acclimated to procedures and terminology by asking questions and utilizing team resources• Restructured reporting process for key deliverable, resulting in more rapid turnaround• Streamlined report templates to increase efficiency and ease of use• Developed and leveraged relationships with internal and external partners to accomplish duties and overcome obstacles

Duties:• Work with assigned departments at necessary tasks• Quickly pick up necessary skills, duties, and programs with minimal lag • Research transactions, ACH, Wire Transfers, Lockbox, and other items for internal and external customers for purposes ranging from transaction verification to troubleshooting • Process legal documents and high-volume research projects, ensuring timely attention and compliance• Create accurate, descriptive, and concise case documentationAccomplishments:• Resolved issue in which mobile service provider's anti-scam protocols were blocking multi-factor authentication calls; eliminated 20 related excess calls per hour over 10-day period; named Employee of the Month for June 2021 as a result• Introduced multiple process improvements that helped save time or reduce errors• Developed strong working relationships with internal partners across many departments and leveraged them to overcome problems

Duties:• Provide excellent customer service while remaining compliant with all relevant policies and regulations• Provide account opening and maintenance services for customers• Identify anomalous transactions for customers• Project cash demand and maintain inventory accordingly• Audit cash shipments and vaultAccomplishments:• Served as branch Subject Matter Expert for regulations and compliance• Maintained network of contacts that allowed me to more quickly and easily solve difficult issues• Caught numerous fraudulent transactions, saving my customers time and money• Served as a friendly and sympathetic party, helping customers make their way through difficult times

 Trusted to make price adjustments as warranted to maintain high levels of customer satisfaction. Recommended and helped customers select merchandise based on their needs. Resolved customer problems quickly and efficiently. Exercised sound judgment in issuing credits. Held highest average rental ticket price ($202/rental) for store during tenure.