
Wendy Bungy

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About me
CTP, Treasury Manager at Harbor Group Management Co., LLC
Education

Old Dominion University
2009 - 2013Bachelor'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 2015Customer Service Representative
May 2009 - Apr 2013Proof 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 2019Treasury Support Specialist, Bank Officer
Feb 2017 - Aug 2018Member Service Representative
Jul 2015 - Feb 2017

Harbor Group International
May 2019 - nowTreasury Manager
Mar 2024 - nowTreasury Supervisor
Mar 2022 - Mar 2024Treasury 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
Associated with Wendy Bungy
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