Member Service RepresentativeTrumark Financial － Philadelphia
Report to the finance director and work with a staff of three accountants to perform daily functions for a home care company that provides home care for elders and refers non-medical caregivers to help enable aging within the client's home.
Assesses customer information and suggests appropriate product and service solutions.
Sells customers on value and benefits of suggested alternatives and closes sales.
Maintains strong product and sales knowledge and champions core service values.
Cross-sell products to provide multi-services for Customers and makes referrals to partners.
Engages Customers in conversations regarding their current and future financial needs.
Educates Customers about bank products and services
Meets with customers and prospects and develops understanding of other financial objectives and needs.
Provides exceptional Customer service by meeting all Customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel.
Generally resolves problems independently, escalating more difficult issues to supervisors.
Responsible for meeting or exceeding specific individual sales goals.
Performs a broad range of tasks of varying complexity and scope.
Ensures Customer problems are handled appropriately, escalating issues when necessary, know when to consult Managers and when to "Bump-it-Up".
08/2014 to 04/2016
Staff AccountantGRISWOLD HOME CARE, Plymouth Meeting
Process accounts payable, franchised and company-owned office payment processing by operating QuickBooks, assists with the close and financial reports.
Work with vendors to research and resolve account payable issues.
Handle all vendor correspondence including phone, written, and email communication.
Review accounts payable aging for unpaid invoices.
Timely AP invoice payments via ach, check, and credit card, wire transfers.
Responsible for invoice support for various which include pulling invoices, making copies and refilling.
Research and create journal entries to accrue monthly expenses.
Process expense reports, process invoices, Conduct financial analysis through Excel and posted daily entries.
Perform research, reconcile bank accounts and resolve all issues in the process.
Work independently with various contacts within other departments or Divisions to resolve missing or miscoded information.
Complete projects and assignments as required.
Created and implemented expense reports software.
Conducted expense report training sessions for new and existing employees.
03/2011 to 11/2014
Sales Professional/Farragamo SpecialistBLOOMINGDALES － King of Prussia, PA
Documented and reported sales information, merchandise information, displays, inventory and promotional events to regional brand rep.
Worked closely with shoe department manager and staff to create strategies to develop and expand existing customer sales, provided brand and product knowledge to staff.
Created the highest level of customer service while balancing multiple requests from numerous customers simultaneously in a fast - paced retail environment.
Mentor new hires.
Solve customer Issues.
Inform customers about sales in a friendly and engaging manner.
Share product knowledge with customers while making personal recommendations.
Operate a cash register to process cash, check and credit card transactions.
Place special orders and called other stores to find desired items.
Offer credit applications and explain the benefits to convert customers into cardholders.
Assist customers with bill payments.
05/2010 to 06/2011
Assistant ManagerCLEARWIRE － Philadelphia, PA
Assisted store manager with store operations and staff.
Responsible for hiring, terminating, managing staff, employee development and distributing tasks.
Created and managed shifts, approved time requests off, reassigned locations when necessary.
Created strategies to develop and expand existing customer sales.
Used monthly expense budget to host store events that would increase sales.
Opened and closed the store, including counting cash, opening and closing cash registers.
Received and processed cash and credit payments for in-store purchases.
Answered customers' questions and addressed problems and complaints in person and via phone.
Pair customers with the perfect Internet service that best meets their needs.
Described use and operation of merchandise to customers.
Bachelor of Business Administration: AccountingTEMPLE UNIVERSITY, FOX SCHOOL OF BUSINESS AND MANAGEMENT － Philadelphia, PAAccounting
Associates of Business Administration: Business AdministrationDELAWARE COUNTY COMMUNITY COLLEGE － PABusiness Administration
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