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administrative secretary bookkeeper resume example with 20+ years of experience

JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary

Accomplished Administrative Support professional practiced at addressing all facets of business office needs, including file and document management, inventory allocation and technical training. Proficient in maintaining stringent financial controls and timelines. Offering diplomatic and professional communication, strong time management and multitasking expertise.

Skills
  • Consumer Banking
  • Teamwork
  • Staff Management
  • Due Diligence
  • Cash Handling
  • Account Reconciliation
  • Customer Accounts Management
  • Audit Management
  • Spreadsheets
  • Account Opening
  • Quality Management
  • Account Closing
  • Loss prevention
  • Business Development
  • Accounting systems and software
  • Rapid 10-key data entry
  • NCR Cash recycler
  • Relationship building and management
  • Loans
  • Night and safe deposit procedures
  • Strong account analysis skills
  • Compliance, banking laws and regulations
  • Customer service
  • Team management
  • Problem resolution
  • Operational improvement
  • Communications
  • Team building
  • Process improvement
  • Relationship development
  • Supervision
  • Budgets
  • Regulatory Compliance
Work History
10/2018 to Current Administrative Secretary/Bookkeeper Business First Bank | Lake Charles, LA,
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Drafted professional memos, letters and marketing copy to support business objectives and growth.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
  • Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Liaised with vendors to order and maintain inventory of office supplies and to obtain most cost-effective pricing.
  • Answered multi-line phone system by 4 ring and transferred callers to appropriate department or staff member.
  • Created and implemented standard operating procedures for records handling.
04/2018 to 10/2018 Teller II Horizon Credit Union | Farmington, UT,
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Coordinated daily cash reconciliation in high-volume location.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Handled various accounting transactions.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Sold cashier's checks, traveler's checks and money orders.
  • Collected member loan payments.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Assisted estimated customers , remained poised and professional even in high-stress situations and when dealing with irate individuals.
  • Organized, stocked and maintained teller window area.
  • Maintained friendly and professional customer interactions.
11/2017 to 04/2018 Teller County Of Douglas | Castle Rock, CO,
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Organized, stocked and maintained teller window area.
  • Handled various accounting transactions.
  • Sold cashier's checks, traveler's checks and money orders.
  • Maintained teller drawer to perform bank transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Maintained friendly and professional customer interactions.
  • Processed exchange and foreign currency.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
04/1998 to 07/2017 Branch Supervisor Regions Bank | City, STATE,
  • Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
  • Assigned job roles and oversaw performance.
  • Motivated, trained and disciplined employees to meet performance benchmarks.
  • Set schedule for tellers and customer service representatives.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Bolstered understanding of banking products and services by enrolling in available training classes and seminars offered to team leaders.
  • Enthusiastically greeted customers and offered dedicated service during entire transaction.
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Opened accounts with cross sale ratio of [Number] products opened.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Coordinated daily cash reconciliation in high-volume location.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained balancing record.
  • Processed quarterly vault and ATM audits with zero error rate.
Education
Expected in 05/1987 High School Diploma | Woodham , Pensacola, Fl, GPA:
Expected in | Criminal Justice Troy State, Montgomery,AL, GPA:

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Resume Overview

School Attended

  • Woodham
  • Troy State

Job Titles Held:

  • Administrative Secretary/Bookkeeper
  • Teller II
  • Teller
  • Branch Supervisor

Degrees

  • High School Diploma

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