Wendy Bungy

Wendy Bungy

Followers of Wendy Bungy302 followers
location of Wendy BungyHampton Roads, Virginia Metropolitan Area

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  • Timeline

  • About me

    CTP, Treasury Manager at Harbor Group Management Co., LLC

  • Education

    • Old Dominion University

      2009 - 2013
      Bachelor's degree Elementary Education and Teaching
  • Experience

    • Bank of Hampton Roads

      Aug 2004 - Jul 2015

      • Assisted Customers in Call Center with Online Banking, Debit Card and Balance Inquires while remaining within a set time limit. • Processed Tax Corrections, IRA’s and ensured that customers receive the correct RMD and tax deductions. · Assisted in reviewing grant applications for low to moderate nonprofit organizations who aided families affected by abuse, human trafficking and destitution. • Provided high quality customer service to build and maintain customer/bank relationships by offering bank products and services that meet the customer’s financial needs.• Provided teller line support and was required to be proficient at processing all types of customer transaction via integrated teller system and effectively balance cash drawer. • Provided verification, and balancing of ATM both on and offsite • Handled MICR encoding machines for multiple branches.• Processed Federal Reclamations, Returns, Adjustments, ACH files and daily non-post report.

      • Deposit Operations Specialist

        Apr 2013 - Jul 2015
      • Customer Service Representative

        May 2009 - Apr 2013
      • Proof Operator/ Computer Operator

        Aug 2004 - May 2009
    • TowneBank

      Jul 2015 - May 2019

      • Generates new business through cross-selling, and networking events. Responsible for receiving, interpreting, and processing new and existing customer banking needs to include opening new accounts (IRA’s, personal, business etc.) And handling consumer inquiries, applications and maintenance. • Informs and advises customers and potential customers of available bank products and services that will suit the customers’ needs and promote financial growth. • Effectively prepares end-of-day branch balancing paperwork for operations and next day branch balancing paperwork to settle cash/checks General Ledger with accounting. Show less

      • Treasury Service Implementation Officer

        Aug 2018 - May 2019
      • Treasury Support Specialist, Bank Officer

        Feb 2017 - Aug 2018
      • Member Service Representative

        Jul 2015 - Feb 2017
    • Harbor Group International

      May 2019 - now
      • Treasury Manager

        Mar 2024 - now
      • Treasury Supervisor

        Mar 2022 - Mar 2024
      • Treasury Analyst

        May 2019 - Mar 2022
  • Licenses & Certifications

    • Certified Treasury Professional (CTP)

      Association for Financial Professionals
  • Volunteer Experience

    • Volunteer Coordinator/ Apparel Attendant

      Issued by Spartyka Nation on Jan 2011
      Spartyka NationAssociated with Wendy Bungy