2melanie martinez - resume 2016
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MELANIE MARTINEZ
[email protected] (c)610-507-7922Sinking Spring, PA www.linkedin.com/in/melaniemmartinez (h)610-985-0464
A Business Operations Professional with demonstrated talent for identifying, scrutinizing and streamlining complex work processes in a highly regulated environment. Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation. An analytical thinker who thrives in environments requiring ability to effectively prioritize and complete multiple concurrent projects.
SKILLSAdvanced Microsoft Excel, Microsoft Word, Microsoft Outlook, Banking / Financial, STP Link, Reconciliation, Bookkeeping, Accounting, Internal Audit, Crystal, Sungard
PROFESSIONAL EXPERIENCEBB&T, formally NATIONAL PENN BANK, Wyomissing, PA 2008-2016Trust Officer, Securities Processing Specialist IIIAssist in all Trust Company activities as needed, including: processing trade settlement and income received, reconciliation of stocks/bonds/mutual funds with multiple custodians, transfer of securities, gifting and journal requests, cost basis reporting, pricing, corporate actions and tax relief offers.
Gather and analyze data to research and resolve any issues/variances prior to settlement Assist fellow associates with interpretation of complex issues in order to be fully understood Developed desk procedures for the department to ensure accuracy in case of unforeseen absences Assisted in conversion of systems and processes within the department to provide guidance to co-
workers Provided guidance to executive management with ESOP plan to complete a total withdrawal from
account Organized department sessions quarterly which facilitated team spirit, collaboration and
communication Cross trained myself to support the majority of functions in the department Learned accrual rules of variable rate securities held to allow for same day income processing
KAESER & BLAIR INC 2005-currentIndependent Advertising Sales, Self-employed part timeAssist business or individual clients with customizable products for advertising. Maintain client records. Maintain commissions paid and taxes for yearly filing.
MELANIE MARTINEZ [email protected]
SOVEREIGN BANK, Wyomissing, PA 1999-2005Branch Operations Manager, Berkshire Mall Branch (2004-2005)Oversaw all branch operations, including scheduling 7-10 tellers.
Provided staff with assignment of work, training and guidance, in order to deliver prompt, accurate and excellent customer service with every interaction
Completed yearly performance reviews to document individual growth and achievement Conducted monthly sales goals meetings to monitor status Completed audit requirements per policy Maintained cash levels within the branch to keep within proper limits
Branch Operations Manager, Robesonia Branch (2003-2004) Oversaw all branch operations, including scheduling 4-5 tellerRetail Support Specialist, Wyomissing, PA (1999-2003)Provided phone support to the bank branches with policies and procedures. Effectively managed a high volume of calls from branch employees daily. Identified the needs of the caller and providing accurate, valid and complete information in order to achieve satisfaction. Recorded the interaction by entering information into the call center database
EDUCATIONHigh School Diploma, Tulpehocken High School, Bernville, PACertificate Airline/Travel Career, National Travel School, Uniontown, PA
CONTINUING EDUCATIONSkillsoft - 2016, Accounting Principles (GAAP)and Framework, Financial Accounting with SAP, Books of Account, Trial Balance and Adjusting EntriesMultiple Banker’s Edge courses - yearlyMultiple Fred Pryor Continuing education credits – 2015-2016, Microsoft Excel and Word, HIPAA, HR, Intro to Bookkeeping and Accounting