Marsha Naftzger
Morrison
Summary
Successful bank teller and office secretary with 14 years of experience in a law office setting. Have a strong background in office skills, answering and directing phone calls, setting appointments, document filing, preparing mail, and witnessing Wills, as well as, POAs for Property and Healthcare.
Overview
15
15
years of professional experience
Work History
Bank Teller
Community State Bank
Morrison
08.2025 - Current
- Processed customer transactions accurately and efficiently at Community State Bank.
- Assisted customers with account inquiries and provided financial product information.
- Balanced cash drawer daily to ensure accurate record-keeping and compliance.
- Promoted bank services, increasing customer engagement and satisfaction.
- Managed deposits, withdrawals, and loan payments with attention to detail.
- Maintained confidentiality of bank records, transactions and customer information.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking.
Office Secretary
Ludens and Potter Law Office
Morrison
02.2011 - 05.2025
- Managed appointment scheduling for attorneys and clients efficiently.
- Scheduled appointments, meetings, travel arrangements and conference calls.
- Handled incoming calls, directing inquiries to appropriate personnel promptly.
- Received and routed incoming calls and correspondence to promote timely communication.
- Coordinated document preparation for legal filings and case management.
- Communicated effectively with clients regarding case updates and inquiries.
- Ensured that all customer service requests were handled in a timely manner.
- Greeted visitors in a professional manner and provided assistance when necessary.
- Managed incoming mail by sorting it into categories based on urgency or importance; responding to inquiries or forwarding messages appropriately.
- Supported office operations by ordering supplies and managing inventory.
- Managed office duties, ordered materials, organized workspaces, answered emails, and made phone calls.
- Directed clients and guests to correct departments, rooms, and staff members.
Education
High School Diploma -
Prophetstown High School
Prophetstown, IL05-1979
Skills
- Transaction processing
- Cash handling
- Account management
- Financial product knowledge
- Financial product promotion
- Record management
- Data entry
- Customer relationship management
- Appointment scheduling
- Document preparation
- Office coordination
- Effective communication
- Confidentiality maintenance
Timeline
Bank Teller
Community State Bank
08.2025 - Current
Office Secretary
Ludens and Potter Law Office
02.2011 - 05.2025
High School Diploma -
Prophetstown High School