Linzy Kreiner

Experience

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  Chemical Bank

  May 2016 - Apr 2018

  Utilized Excel functions such as VLOOKUP and IF as well as Word skills such as MailMerge to create various tax reporting documents for nearly 1,000 accounts by a deadlineInitiated the development of training binders for IRA accounts and Trust Agencyaccounts which provides a valuable resource for future employeesCommunicated effectively with 25 financial advisors and trust officers via multi-mediadevices to provide superior retirement benefits services to clients Achieved a promotion within six months by taking on leadership roles and moreresponsibilitiesWorked with four team members to meet and exceed Branch Measure’s goals as well aswork individually to attain personal sales goals dailyProvided excellent customer service and maintained customer satisfaction through theutilization of advanced interpersonal communication skills and effective problem-solvingtechniques Completed a competitive analysis that included a product summary of five competingbanks for the Private Banking ManagerCollaborated with three Wealth Management interns to host a team building event formore than 50 people

  • IRA/ Trust Advisory Administrative Assistant

    Nov 2016 - Apr 2018

  • Bank Teller

    May 2015 - Nov 2016

  • Private Banking Intern

    May 2016 - Aug 2016
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  Chemical Bank

  Jan 2019 - Aug 2019

  Relationship Banker

  Providing excellent customer service and effectively resolving customer issues. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.Please note: Chemical Bank merged with TCF Bank who then merged with Huntington Bank. Chemical and TCF Bank's no longer exist. Show less

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  Midland County

  Aug 2019 - now

  Accounting Specialist

  Receipts, posts, accounts for, and reconciles a variety of state, local, public, and private funds to the general ledger to create the daily deposit. Performs property metes and bounds property description certifications and tax payment history in compliance with statutory requirements for recording in the Register of Deeds of property transfers of ownership. Assists people by phone and in person by providing information concerning the laws and statutes governing the Treasurer’s Office. Receives and posts delinquent real property tax payments to the tax collection software, and the sum of daily receipts for each tax year to the appropriate account on the general ledger. Additional job duties include managing social media, editing the County website and other duties as assigned. Show less

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  Jerome Township

  Jun 2020 - Jun 2023

  Township Treasurer

  Appointed official responsible for collecting township monies via tax payments, permit fees etc. Investing and allocating per Michigan state law. Distributing payments to local taxing authorities. Reconciling banking and investments. Maintaining general ledger. Fielding emails and phone calls from tax payers. Communicating with county government, state government and schools to collect taxes.

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  Water District #1 of Midland County

  Jun 2022 - now

  Board Treasurer

  Manage bank accounts and investments, approve payroll and bills, sign checks, monitor for fraud, and collaborate with office staff as well as board members to develop the budget