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Methodical relationship banker possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 2 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team. Hardworking Financial Analyst Intern with superior mathematics skills. Detail-oriented, friendly and adept at using software packages to create portfolios and analyze financial data. Service-oriented Retail Store Supervisor with 3 years of experience. Adept at product merchandising and teaching POS softwares. Successful at customer service and committed to increasing profits.
- Billing and Invoicing
- Packaging
- Proofreading and editing
- Goal development
- Multidisciplinary team collaboration
- Brand-building strategies
- Computer skills
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- Tax filing
- Financial modeling
- Strategic planning
- Business analysis
- Inventory monitoring
- Business development
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Professionnel Tax Preparer , 11/2019 to 05/2021
First Guaranty Bancshares, Inc. – Greensburg, LA,
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Facilitated communication between clients and tax authorities.
Relationship Banker, 02/2019 to 11/2019
Staples – Fremont, CA,
- Drafted monthly summaries to review level of client participation and identify targets for follow-up calls
- Improved decision-making by using current data on market conditions and individual financial situations
- Advised customers on bank products, services and financial planning options
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling
- Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Retail Store Supervisor, 04/2015 to 09/2019
Vim Department Store – City, STATE,
- Oversaw the merchandising of products across retail outlets and reviewed sales records to ensure financial objectives were being met
- Stocked shelves and racks and placed mannequins in key areas to attract customers to store
- Implemented training to improve knowledge base of staff and used cross-training methods to maintain productivity during employee absences
- Approved contracts and maintained inventories to guarantee availability of merchandise and services
- Studied sales figures to determine quantity of products and brands needed to supply store
- Set sales targets and implemented action plans for achieving set objectives
- Monitored department for signs of theft by customers or employees and implemented corrective actions to prevent recurrence
Bachelor of Arts: financial- economic, Expected in 2014
Lehman College of the City University of New York - Bronx, NY,
GPA:
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