Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. I also have experience in accounts receivable and payroll. I crossed trained in payroll with Goosneck with their three different companies.
Skills
Consumer banking
Security knowledge
Legal standards
Taxation understanding
Customer Relationship Management
Teller experience
Educating clients
Cross-selling expertise
Account openings
Administering payroll
Account servicing
Relationship building
Financial advice
Statement Review
Payment Coordination
Past Due Account Management
Database Updates
Computer skills
Reviewing Data
Financial Software
Filing
Excel Proficiency
Work History
Jun2015 to Current
Senior Relationship BankerM&T Bank – New Paltz, NY,
Checked accounts for fraud and provided law enforcement with relevant details.
Represented bank at community events to establish strong ties and promote business.
Provided advice on different bank products and financial options.
Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
Managed portfolio of accounts and monitored for issues in need of attention.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Balanced teller drawers and ATM cash.
Opened, closed and updated accounts for customers.
Developed customized solutions of deposit, lending and other products for small business customers.
Evaluated client financial positions and identified most appropriate banking products.
Performed loan servicing functions to check compliance with applicable terms and conditions.
2012 to 2015
Accounts Receivable ClerkHicksgas – Hill, TN,
Reconciled accounts receivable ledger to verify payments and resolve variances.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Tracked invoices, receipts and deposit slips to generate monthly fiscal statements.
Responded to inbound inquiries regarding accounts and payments.
Prepared and mailed invoices to customers, processed payments and documented account updates.
Submitted cash and check deposits and generated cash receipts to record money received.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Made outbound calls to vendors and customers to discuss and resolve account needs.
Crossed trained in payroll for three different companies
Maintained payroll information by calculating, collecting and entering data.
Researched and resolved time discrepancies.
Initiated direct deposits and prepared manual checks for 100employees.
Verified timekeeping records and handled any discrepancies with employees.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Operated 10-key calculators, computers, fax machines, copy machines and other office equipment
Updated employee files with new details such as changes in address or salary levels.
Maintained employee privacy and protected payroll operations by keeping all information confidential.
05/XXX8 to 01/2012
Deputy District ClerkWilliamson County – Georgetown, TX,
Answered inquiries from general public regarding judicial procedures, court appearances and trial dates.
Examined legal documents submitted to courts for adherence to laws and court procedures.
Met with judges, lawyers and police officials to coordinate functions of court.
Collected court fees and fines and recorded amounts collected in Microsoft Excel
Searched files and contacted witnesses, attorneys and litigants to obtain information for court.
Responded to inquiries from general public regarding court appearance, trial dates, judicial procedures and fines.
Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
XXX6 to XXX8
Administrative AssistantTexas Health & Human Services Commission – Austin, TX,
Maintained complex digital filing system for financial information.
Handled client correspondence and tracked records to foster office efficiency.
Prepared meeting minutes and edited subcontractor proposals, project punch list, transmittals and memorandums for organizational support.
Arranged rapid office equipment repair and maintenance with vendors.
Welcomed office visitors warmly and alerted staff to arrivals of scheduled appointments.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
Education
Expected in 05/XXX3
High School Diploma: Caldwell High School - Caldwell, TX GPA:
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