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VA With Accounting Experience
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Competencies
Demonstrated experience with Customer Relationship Management.
Demonstrated experience with Critical Thinking.
Demonstrated experience with Adaptability.
Demonstrated experience with Attention to Detail.
Demonstrated experience with Time Management.
Education
Summary
VA With Accounting Experience open to new opportunities
Experience
Customer Service Representative–New Accounts Clerk
Assisted customers with new account opening and banking inquiries.. Verified customer documents to ensure compliance with banking regulations.. Maintained accurate customer records and transaction documentation.. Worked efficiently in a fast-paced banking environment while maintaining high accuracy.. Coordinated with different departments to ensure smooth customer transactions.
Accounting Staff
Prepared and reconciled financial records.. Assisted in preparing financial statements.. Maintained confidentiality of financial information.. Performed bookkeeping and account reconciliation.. Ensured accuracy of accounting records and reports.
Customer Service Representative–Teller
Processed deposits, withdrawals, bills payments, and fund transfers.. Handled daily cash transactions accurately.. Provided quality customer service while complying with bank policies.
Customer Service Representative – New Accounts Clerk
Handled new accounts application, customer inquiries, account documentation, data entry and verification of client information.. Assisted customers professionally and efficiently, while managing multiple tasks and maintaining attention to detail.. Managed client call schedules and proactively contacted clients regarding upcoming time deposit maturities.. Conducted follow-up calls with clients regarding incomplete account-opening documents.. Planned and organized daily tasks by creating prioritized to-do lists to ensure efficient workflow and timely completion of responsibilities.
Customer Service Representative – Teller
Processed deposits, withdrawals, bills payments, and fund transfers.. Handled daily cash transactions accurately.. Provided quality customer service while complying with bank policies.