- , , 100 Montgomery St. 10th Floor
- (555) 432-1000
- resumesample@example.com
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.
|
|
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.
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
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
Lehman College of the City University of New York - Bronx, NY,
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
Disclaimer
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score
could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
resume Strength
- Formatting
- Length
- Personalization
- Target Job
Resume Overview
School Attended
- Lehman College of the City University of New York
Job Titles Held:
- Professionnel Tax Preparer
- Relationship Banker
- Retail Store Supervisor
Degrees
- Bachelor of Arts
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
