A strong-minded individual dedicated to be motivated day by day to go above and beyond expectation. I'm very young but age is nothing but a minor factor into an equation that is far more astonishing then it truly may seem , and Although it may seem to be a short amount of time to develop maturity in the work environment i have already developed the skills of Combine patience, determination, and persistence to troubleshoot client issues.
Executed accounts receivable reporting enhancements and reconciliation procedures.accounting close, account reporting and reconciliations.Evaluated accounting requirements during discovery meetings with potential clients . Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.Performed financial statement audits of security broker dealers for purposes of SEC/FINRA purposes.Provided reliable and timely project by project expense, capitalization, amortization and spend data for all departments.Worked with management to document and offset unusual expense variances in their respective areas.Assisted in the creation of vendor contracts for outside vendors.Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans.Prepared financial and regulatory reports required by laws, regulations or boards of directors.Participated in various incentive programs and contests designed to support achievement of production goals.Developed tool to track and monitor personal sales opportunities, deals in progress and finished contracts.Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.Processed applications, payments, corrections, endorsements and cancellations.Called 71 warm leads each week to expand client base.Promoted agency products to customers in person, on the telephone and in writing.Prepared necessary paperwork to process insurance sales and renewals.Called 26 lapsed customers each week to inquire about continuing needs.
Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges. Prevented store losses using awareness, attention to detail and integrity. Trained at least 5Cross-trained and provided back-up for other customer service representatives when needed. Computed accurate sales prices for purchase transactions. Worked as a team member performing cashier duties, product assistance and cleaning.Managed quality communication, customer support and product representation for each client.Interacted with customers and retail buyers to follow-up on shipping statuses and expedited orders.Assisted customers with store and product complaints.Guaranteed positive customer experiences and resolved all customer complaints.Processed and issued money orders for customers.Maintained adequate cash supply in cash drawers in multiple checkout stations.Responsible for ringing up customers in a timely manner and guaranteeing high level of customer service.Recommended, selected and helped locate merchandise based on customer needs and desires.Regularly sought opportunities to up sell and add on additional merchandise.Organized the store by returning all merchandise to its proper place. new employees quarterly.
Coursework in Fundamentals of Communication, Strategic Sales and Retail Marketing
General Ledger Accounts
Fielded and processed up to 200 calls per day.Client Interface
Implemented several strategies that successfully increased sales and improved client retention rates.
Proficient in Office, Word, Excel, PowerPoint, and Kronos; expert customer relations skills; advanced problem solving; great organizational skills; exceptional public relations; always prompt and on time
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