Tabitha Delaney Email & Phone Number

Duncan, Ok, Us

Greet customers entering the bank and direct customers to the appropriate area for assistance.Open deposit accounts including checking, savings, CDs and IRAs, rent safe deposit boxes and provide access to safe deposit boxes.Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.Provide customers with loan applications and assist with the application process.Responsible for the loan application data entry into the banks software.Assist Loan Officers with loan worksheets, preliminary disclosures and loan closings.Handle all aspects of loan documentation and preparation of all loan types.Assist Loan Officers with various correspondences and other projects as needed.Market all bank products by determining customer needs from conversations or customer relationships such as Visa Merchant, Remote Deposit, Cash Management and Trust Investments.Manage instant issuance of debit cards for customers as needed.Proficient in 10-Key, Jack Henry products (Xperience), Cardwizard, Decision Pro, FIS, Deluxe, Microsoft Office (Word, Outlook, PowerPoint), Snippit, BackOffice/ESI, PayCom.NMLS registered.Registered Notary Public.Cross-trained as a teller.

Oklahoma City, Oklahoma, Us

Reviewed and responded to requests for information and clarification of laws, policies, and procedures surrounding social safety net programs; provided responses to inquiries concerning applications and reviewed filing requirements, due dates, and similar information.Conducted interviews to obtain information from clients; determined the status of individual applications, reviews, and resolved problems; routes requests to appropriate staff and units for processing; and scanned and uploaded customer verifications.Entered and retrieved information into the system; received and reviewed documents including customer verification; proofread previously entered data and made routine corrections.Assisted customers in securing needed information and documents.Managed a caseload and provided services for individuals and their families; coached clients and arranged for needed treatment or other services.Evaluated the needs of individuals and families in an office setting, via phone, to obtain information for processing and completing eligibility determinations within established rules and guidelines; and completed necessary case documentation.Proficient in 10-key, IMS, FACS, PeopleSoft, Microsoft Office (Word, Outlook, PowerPoint, Excel).

Assisted clients in opening various accounts (Checking, Savings, CD, CDARS, Safe Deposit Boxes) in person.Maintained CDARS to include setting up new customer profiles, placing orders, calling clients to confirm reinvestments, and liquidating.Pulled ChexSystems, OFAC, and CBC on clients. Completed Red Flags, Beneficial Ownership, and Business Risk Ratings.Assisted clients over the phone with balance requests, debit card questions, online banking assistance, and other general information calls.Mailed Adverse Action notices and other notices and bills.Ordered and activated new debit cards, changed PIN numbers, raised and lowered daily Point of Sale limits, and troubleshooting declined transactions.Ordered checks, encoded temporary checks, and used a typewriter to print clients names and addresses on temporary checks.Maintained legal files for the New Accounts department (Power of Attorney, Trust and Estate documents, business certifications, etc.)Completed death notification process, responded to eOscars reports, and updated ChexSystems for charged off accounts.Filed debit card disputes, provided provisional credit and final credit, mailed dispute letters to client, and maintained dispute records.Updated the marquee messages.Sorted, stuffed/mailed, and created 1099's.Proficient with 10-key, FIS (Data Navigator, Report Management, QualiFile, Payments One), BancPac, Microsoft Office (Outlook, Word, Excel, PowerPoint), ImageCentre, Snippit, and Paycom.

Norman, Ok, Us

Provided exemplary customer service through phone calls, instant messaging, and chat platform (Banno).Made efficient use of time despite frequent interruptions and utilized downtime to learn more about bank products and services.Properly verified each client before assisting with confidential information.Provided technical support for bank-wide products such as online banking as well as many others.Setup Personal Online Banking and reset passwords.Assisted clients with loan applications and new account applications, including scheduling closings at a branch location.Input disputes for clients by telephone and online.Made outbound calls to clients concerning suspected fraudulent transactions.Proficient in 10-Key, Jack Henry products (Xperience, Silverlake), Microsoft Office (Word, Outlook, PowerPoint), TransFund, Salesforce, Snippit, 8x8, BackOffice/ESI, PayCom.

Norman, Ok, Us

Worked Positive Pay Exception items.Activated tokens for Apple Pay, Samsung Pay, and Google (Android) Pay.Monitored ATM fleet. Dispatched technicians through TransFund and NuSource as necessary.Setup/maintenance Business Online Banking, Personal Online Banking, and Multiple-CIF requests. Reset passwords and created additional Cash Management users as needed.Trained to assist with ATM migration.Assisted with all processes involved in debit card disputes (submitted transactions to TransFund, posted Provisional/Final credit, mailed notices to clients, etc.)Ordered Business and Personal debit cards.Performed Close/Re-Open maintenance on accounts (updated Online Banking, updated automatic transfers, moved uncompromised debit cards, etc.)Assisted with Bill Pay questions and disputes.Assisted with Zelle questions and disputes.Treasury setup/maintenance (Positive Pay, EED, Wires, ACH, ACH Block/Filter, Account Analysis).Assisted in Account Analysis billing.Assisted various positions with stuffing notices.Proficient in 10-Key, Jack Henry products (Xperience, Silverlake, Synergy), Microsoft Office (Word, Outlook, PowerPoint, Excel), VISA Online, TransFund, MyTransFund, NuSource, Salesforce, Adobe, Snippit, 8x8, BackOffice/ESI, eFunds (FIS- Debit Card Disputes), Profit Stars, PayCom.

Norman, Ok, Us

Provided exemplary customer service through phone calls, instant messaging, and chat platform (Banno).Made efficient use of time despite frequent interruptions and utilized downtime to learn more about bank products and services.Properly verified each client before assisting with confidential information.Provided technical support for bank-wide products such as online banking as well as many others.Setup Personal Online Banking and reset passwords.Assisted clients with loan applications and new account applications, including scheduling closings at a branch location.Input disputes for clients by telephone and online.Made outbound calls to clients concerning suspected fraudulent transactions.Proficient in 10-Key, Jack Henry products (Xperience, Silverlake), Microsoft Office (Word, Outlook, PowerPoint), TransFund, Salesforce, Snippit, 8x8, BackOffice/ESI, PayCom.

Oklahoma City, Oklahoma, Us

• Provide exemplary customer service.• Buy and sell to Brinks, prepare the shipment, and process the General Ledger's involved in this transaction.• Perform opening and closing procedures.• Scan account documents.• Fax customer information.• Assist customers with product questions.• Assisted my previous supervisor with monthly audits.• Proficient with 10-key, NCI, Horizon Teller, Cash Insight, ADP, Dyna Cash, E-Archive, and Microsoft Office (Word, PowerPoint, Excel).• Balance the cash vault.• Process mutilated money.• Train new hires.• Co-lead the teller line with the Head Teller.

• Trained the new hires.• Assessed, prepared, and completed custom orders for clients punctually.• Met with clients to customize their specific design.• Troubleshooting small issues that occurred with the machines and within the orders.• Programmed the machine to run certain colors for each embroidery pattern.• Assisted the silkscreen section when needed.• Assisted in sorting invoices and files when needed.

Masters, Accounting

Bachelor'S Degree, Psychology

Associate’S Degree, Psychology

High School, General Studies