Driven Accounting Administrator offering in-depth experience in administration of vital business projects and processes. Excellent communicator and project manager with strengths in daily operations management, workflow improvements and customer service.
Accomplished banking professional bringing four+ years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.
Skills
Consumer / Business Banking
Opening and Closing Procedures
Small Business Operations
Developing Customer Relationships
Teller experience
Self-motivated nature
Cross-selling expertise
Meeting sales goals
Account servicing
SAP expertise
Account reconciliation specialist
AP/AR
Calculating liabilities
Intuit QuickBooks specialist
Bookkeeping
Administrative abilities
MS Office Suite
Data entry
Mail handling
Maintains confidentiality
Professional and mature
Notary Public
Education
Massasoit Community CollegeBrockton, MAExpected in – –No Degree:Liberal Arts And General Studies - GPA:
Sharon High SchoolSharon, MAExpected in 06/2011 – –High School Diploma: - GPA:
Certifications
Quickbooks Certified Training - July 15th-16th 2020
Accomplishments
Collaborated with team of bankers in the development of being awarded a Retail Branch Checking Award.
Work History
City Wide Facility Solutions - Accounting Administrator Lexington, KY, 07/2020 - Current
Managed entire accounting cycle including gathering information, preparing documents, finalizing reports and closing books.
Processed bank deposits and reconciled financial statements.
Reported on status of accounts payable and accounts receivable.
Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
Identified and investigated variances to financial plans and forecasts.
Collected and arranged financial information and entered details into Elememtum financial management system.
Nicolet National Bank - Personal Banker De Pere, WI, 10/2019 - 07/2020
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted all financial products by maintaining excellent service offering knowledge.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Created innovative financial solutions to meet customer needs and provide competitive edge.
Increased daily sales by 30% by upselling credit cards and certificates of deposit banking products and financial services to customers.
Expanded client base by promoting new financial products.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Established rapport with new clients to increase satisfaction and loyalty.
Effectively used Navigator and CSS to access customer details and databases.
Performed vault duties to handle large deposits of up to $250K and distribute currency to coworkers.
People's United Bank - Banker III Milton, VT, 07/2018 - 09/2019
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Promoted products or services to each customer to consistently achieve sales targets.
Worked directly with clients investing minimum of $10K.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Exceeded sales goals in personal DDA accounts and credit cards on consistent basis.
Networked with realtors and current clients to generate referrals.
Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Developed tailored solutions to meet individual banking needs.
Helped clients protect assets through variety of strategies.
Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
Balanced teller drawers and ATM cash.
Utilized Boston Public Library CRM tool to generate leads.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Located and pre-qualified customers for mortgages.
Opened, closed and updated accounts for customers.
Prospected for new business through networking, community outreach and customer referral generation.
City National Bank Of Florida - Small Business Banker Coral Springs, FL, 06/2016 - 07/2018
Identified sales opportunities and referred customers to branch partners in financial services.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Coordinated daily cash reconciliation in high-volume location.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Promoted products or services to each customer to consistently achieve sales targets.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Checked amount details and fraud markers for transaction papers such as checks and money orders.
Processed quarterly vault and ATM audits with zero error rate.
Opened accounts with cross-sale ratio of three to four products opened.
Submitted loan applications to loan underwriter for verification and recommendation.
Consulted on business packages and made personalized recommendations.
Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
Prospected for new business through networking, community outreach and customer referral generation.
Provided advice on different bank products and financial options.
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