Kelly Bowen
Newport News
Summary
Dynamic Deposit Operations Specialist with a proven track record at Old Point National Bank, excelling in optimizing workflows and resolving complex discrepancies. Demonstrated strong analytical skills and effective communication, enhancing customer satisfaction and ensuring compliance in all operations. Adept at managing sensitive information while producing detailed performance reports.
Overview
19
19
years of professional experience
Work History
Deposit Operations Specialist
Old Point National Bank
11.2021 - Current
- Provided backup to other deposit operations specialists.
- Optimized workflow processes through continuous evaluation of existing procedures, identifying areas for improvement based on data analysis.
- Conducted thorough investigations into complex issues or discrepancies related to deposits, resolving issues promptly while maintaining high levels of customer satisfaction.
- Managed daily deposit operations tasks, ensuring accurate and timely completion of all transactions.
- Processed account maintenance requests and checked for alignment with bank policy.
Trust Operations Specialist
Old Point Wealth
07.2006 - 11.2021
- Managed daily cash balances, ensuring sufficient liquidity for trust account transactions.
- Prepared detailed reports for senior management, highlighting key metrics related to trust operations performance.
- Maintained a high level of confidentiality when handling sensitive client information, adhering to data protection regulations.
- Produced financial statements and reports to comply with regulations.
Education
Bachelor of Science - Business Management
Saint Leo University
Langley, VA01-2006
Skills
- Strong organizational skills
- Effective communication
- Efficient workflow management
- Strong analytical skills
Timeline
Deposit Operations Specialist
Old Point National Bank
11.2021 - Current
Trust Operations Specialist
Old Point Wealth
07.2006 - 11.2021
Bachelor of Science - Business Management
Saint Leo University
Similar Profiles
Christina RussChristina Russ
Private Banker at Old Point National BankPrivate Banker at Old Point National Bank
Vinetta RobinsonVinetta Robinson
Bank Operations Officer at Old Point National BankBank Operations Officer at Old Point National Bank
Sherran McCallSherran McCall
Senior Mortgage Loan Processor at Old Point National BankSenior Mortgage Loan Processor at Old Point National Bank
Jonathan Detres VegaJonathan Detres Vega
Systems Administrator Tier V at Kupono Consulting ServicesSystems Administrator Tier V at Kupono Consulting Services
Franck Jean-GillesFranck Jean-Gilles
Field Service Technician at Via ServicesField Service Technician at Via Services