Bank Teller Resume Example Truist Financial Corporation

BANK TELLER

Summary

Highlights of Qualifications or Competencies
Able to prepare simple individual income tax reports
Proficient in setting up a company, journalizing and posting transactions, and preparing financial reports in QuickBooksPro accounting software
Able to prepare financial reports for a sole proprietorship, partnership, and corporation
Able to calculate payroll and payroll taxes
Able to prepare W-2's and employer's annual payroll reports
Knowledgeable in the uses of accounting in managerial planning and control
Proficient in current methods of job costing, process costing, and ABC costing in a manufacturing environment
Proficient in journalizing, posting, adjusting, and closing accounting books
Proficient in the use of Microsoft Office including Word, Excel, Access, and PowerPoint
Knowledgeable of basic legal principles relating to current business practices
Able to manage an organization including the functions of planning, decision-making, organizing, leading, and controlling
Understand the role of consumers, producers, and policy makers in our current economy
Able to manage human resources including staffing, training, appraising, and compensating
Proficient in Microsoft Office programs
Strong customer services skills
Capable of meeting deadlines and completing work in a timely manner
Ability to work within a group
Completes assignments with minimum supervision

Skills

Experience

Bank Teller|Truist Financial Corporation - Chesterfield , VA|06/2019 - 08/2020

Serve Customers.
Access accounts for customers and complete transactions.
Develop Cashier checks, money orders, cash savings bonds.
Answer phone calls.
Sell bank products or discuss them.
Order checks.
Reconcile cash drawer, vaults.
Order cash.
Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
Recommended bank products and services to current and prospective customers.
Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
Warmly welcomed customers and offered pleasant service during entire transaction, which improved satisfaction ratings by 75%.

Tax Professional|H&R Block, Inc. - Apollo Beach , FL|12/2018 - 04/2019

Set up Meetings with clients.
Give advice on tax preparations.
Prepare and Submit tax returns.
Give advice for future tax returns.
Make sure to keep past and current clients happy.
Analyze tax data.
Sign the income tax return for the client or business.
Produced US and state income, gift tax and estate tax returns for individuals.
Researched tax regulations and bulletins to inform audit reports on [Timeframe] basis.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Stored copies of completed returns and related documents according to company procedures and business regulations.
Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.

Receptionist|Leaffilter North, Llc - Richmond , VA|02/2018 - 04/2019

Provided accurate, valid and complete information by using the proper methods/tools.
Met personal/team sales targets and call handling quotas.
Handled complaints, provided appropriate solutions and alternatives within the time limits and followed up to ensure resolution.
Kept records of customer interactions, processed customer accounts and filed documents.
Followed communication procedures, guidelines and policies.
Reviewed or made changes to customer accounts.
Researched answers or solutions as needed.
Answered and directed incoming calls using multi-line telephone system.
Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions.
Greeted visitors, assessed needs and directed to appropriate personnel.
Maintained all financial records to verify timely clearance of all credit and debit activities.
Prepared, compiled and filed documents as well as reports presented to various parties.

Education and Training

Herzing University|City|12/2020Bachelor of Science: Accounting And Computer Science

Accomplishments

Understand business accounts.
Set up business accounts.
What bookkeeping method is best for client.
Record every financial transactions made.
Stick to a schedule that is given.
Store records safely Herzing University, Online September 2017 BSA.
Able to prepare financial reports for a sole proprietorship, partnership, and corporation.
Able to calculate payroll and payroll taxes.
Able to prepare W-2's and employer's annual payroll reports.
Able to prepare simple individual income tax reports.
Proficient in setting up a company, journalizing and posting transactions, and preparing financial reports in QuickBooksPro accounting software.
Knowledgeable in the uses of accounting in managerial planning and control.
Proficient in current methods of job costing, process costing, and ABC costing in a manufacturing environment.

Resume Overview

School Attended

Job Titles Held:

Degrees