- I enjoy sketching and drawing, which helps improve my creativity and attention to detail
- Music
- Crafting and DIY Projects
- Painting
- Traveling
- Sunshine
Sara May
Kalispell
Summary
Dynamic financial services professional with a proven track record at First Interstate Bank, excelling in client relationship building and financial strategy development. Highly organized and self-motivated as well as dependable. Committed to continuous learning and delivering exceptional results. I am successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. I have excellent time management and problem-solving skills.
Overview
25
25
years of professional experience
Work History
Financial Services Representative II
First Interstate Bank
12.2022 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Help people and their money work better together
- Evaluated financial performance of clients and identified potential areas of improvement.
- Security Officer for bank security
- Assisted in auditing Tellers
- Community involvement and volunteering
- New accounts and loans
- Responsible for clients personal information
Bookkeeper/Scanning Coordinator
Bigfork Harvest Foods
02.2017 - 12.2022
- Maintained and processed invoices, deposits, and money logs.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Imputed vendor invoices into QuickBooks
- Processed payroll and distributed checks to employees
- Scan Coordinator and pricing analyst
- Ordering certain products
- Putting away freight
- Donut fryer/ Jack of all trades
Manager/Bookkeeper/Scanning Coordinator
Super One Foods
01.2000 - 02.2017
- Maintained professional, organized, and safe environment for employees and patrons.
- Developed and maintained relationships with customers and suppliers through account development.
- Schedule making for multiple employees
- Cross-trained existing employees to maximize team agility and performance.
- Bookkeeping and Payroll processing
- Scan Coordinating and pricing analyst
- Vender management
- Cash handling in large quantities
Education
GED -
Columbia Falls High School
Columbia Falls, MTSkills
- Financial markets
- Customer relationship building
- Organized
- Multitasker
- Self Motivated
- Creative
- Willingness to learn
Interests
Timeline
Financial Services Representative II
First Interstate Bank
12.2022 - Current
Bookkeeper/Scanning Coordinator
Bigfork Harvest Foods
02.2017 - 12.2022
Manager/Bookkeeper/Scanning Coordinator
Super One Foods
01.2000 - 02.2017
GED -
Columbia Falls High School
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