A challenging and highly rewarding career where I can use my skills and knowledge to help the company and my coworkers be successful
Knowledgeable in 10-Key and Microsoft Office
Strong leadership skills and successful in motivating others
Experienced Teller, Banker, Clerical/Administrative, AP/AR, Office Management, Business Development and Project Management
General knowledge of Accounting
Skilled in customer conflict management
Successful in managing database integrity
Experience in sales with goal achievement and time management
Increased office organization by developing more efficient filing system and customer database protocols.
Office/Project Manager January 2014 to CurrentBay Tank － Eureka, CA
Responsible for ensuring all office policies and procedures are adhered to daily Developed and implemented procedures in a growing small business Responsible for training and mentoring of new office employees Payroll Duties Keeps management informed by reviewing and analyzing special reports, summarizing information and identifying trends Project Management duties including planning, work flow, tracking, evaluating and reporting project activities Business Development duties including locating new business contacts and opportunities, developing relationships with potential clients and constant follow up to build business Assisting in setting and establishment of the financials to establish growth in a small business with owner Assist in maintaining a peaceful and productive work environment.
Clerical/Bookkeeper January 2012 to January 2014Bay Tank － Eureka, CA
Responsible for answering and making phone calls and directing and organizing phone messages Organized and scheduled appointments and meetings Responsible for organization and maintenance of all company files and filing system Accounts payable and Accounts receivable duties Maintain accurate banking and financial records for multiple accounts Purchasing and receiving in of products for sale Estimating and scheduling of jobs and work load Responsible for invoicing and accepting customer payments Assisting in setting and establishment of the financials to establish growth in a small business Assist in maintaining a peaceful and productive work environment.
Universal Banker January 2012 to January 2012US Bank － Arcata, CA
Manages teller drawer requiring accurately balanced daily monetary assets Cross sold products to customers in need of financial assistance for personal needs Provide back up for Vault teller by preparing, verifying, and maintaining cash shipments Assists customers in obtaining financial products to meet their needs Open new accounts daily Met sales and service goals Handles difficult customers and situations Provides excellent customer service and resolves customer issues Successfully convert service opportunities into sales events.
Training Specialist January 2004 to January 2005California Savings Bank － San Francisco, CA
Critical component in system conversion from Aurum to Metavante Systems Provided main office and branch assistance in various policy and procedural issues pre- and post-conversion Instructed numerous training courses including Conversion training, Mystery Shop Program, Compliance Training, Banker Fast Track, as well as various others in two locations Developed and presented training material for over 185 branch employees Created rosters and maintained scheduling of all California Savings Bank employees Expanded and strengthened on presentation skills Improved Project Management and Time Management skills Traveled to most branch locations assisting and instructing additional post-conversion training courses.
Head Teller January 2003 to January 2004California Savings Bank － Oakland, CA
Supervised 7 branch tellers daily Managed each teller drawer requiring accurately balanced daily monetary assets Opened & managed Oakland Branch in absence of Branch Manager & Operations Officer Prepared, verified, and maintained cash shipments Provided guidance and training of teller performance, including feedback provided to manager Processed all transactions to Main Cash Vault, including incoming and outgoing cash shipments Handled difficult customers and situations Provided excellent customer service Opened new accounts as needed.
Savings Counselor January 2002 to January 2003California Savings Bank － Oakland, CA
Basic accounting knowledge of depository accounts Created customer relationships with peers to ensure efficient customer satisfaction Opened new accounts by validating potential customer information to ensure security for a good customer relationship Trained all new employees for the branch Opened and managed IRA Accounts Organized daily files and recorded reconciliation Customer advocate and resource for complex customer account issues, questions, and complaints.
Teller January 2000 to January 2002California Savings Bank － Oakland, CA
Basic accounting knowledge of depository accounts Managed teller drawer requiring accurately balanced daily monetary assets Created customer relationships with peers to ensure efficient customer satisfaction Answered various banking questions as well as opened new accounts for customers Assisted customers with safety deposit box entries and managed safety deposit box records Trained new branch employees General knowledge of IRA Accounts Organized daily files and recorded reconciliation.
High School Degree : 1996James Logan High School － Union City, CA