Highlights:
• Top-performing professional with over 10years of progressive experience in banking and financial services. Seeking to take next career step in acquired field of experience gained over the years in either banking or financial services opportunities, with respect to prospective careers outside the scope. Experience in managing personal, and small business accounts, and building long-term relationships with customers. Experience in managing and resolving account issues in bank branches and via phone. Accomplished in cross- selling banking solutions to drive sales and revenue generation goals. Excel at interfacing with others at all levels to ensure organizational goals are attained. Possess excellent interpersonal, analytical, and organizational skills. Excel within highly competitive environments where leadership skills are the keys to success. Effective with the skills necessary to direct, train, and motivate staff to its fullest potential.
Companies I like:
banking / accounting
• Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
• Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements.
• Proactively servicing customers and offering basic retail banking products and services to meet customers’ needs financially.
• Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
• Conducted detailed financial reviews, suggesting products and services that meet customers’ needs to help them succeed financially.
• Building loyalty while helping customers with service requests.
• Managed customer portfolio, and handled cash transactions in most cases.
• Ensured input and timely payment of all vendor invoices
• Process and audit of Employee Expense reports.
• Responsible for weekly check run and positive pay transmission.
• Resolves collection and invoice discrepancy matters
• Assisted in Month-End Closing and Year-End close
• Worked closely with Auditors during bank and yearly audit.
• Rectified escalated accounts payable issues from employees and vendors.
• Balanced batch summery reports for verification and approval.
• Suggested process improvement to secure prompt and regular receipts for the organization
Description
