Tax Supervisor

• Jan 2022 - Present

Senior Staff Accountant

• Aug 2019 - Dec 2021

Staff Accountant

• Jun 2013 - Jul 2019

Accounting Intern

• Jun 2012 - May 2013

Branch Intern

• Jun 2011 - May 2012

• Assist customers with account questions and concerns and was instrumental in the branch’s first recognition of the 900 Club, demonstrating outstanding customer satisfaction. • Responsible for opening brokerage accounts, including Individual, Joint, and IRAs. • Provide assistance to “Welcome to Scottrade”, an overview on account management, technical assistance and answer customer questions when opening a new account. • Shadow branch manager and senior stock broker in their day-to-day activities to further understanding of the brokerage industry. • Process stock certificates and deposits. • Review account forms to ensure accurate completion of necessary elements and indexed to Intranet database. • Inform account holders of upcoming seminars and necessary account maintenance. • Completed a training introduction to the stock market, investment products and evidence-based customer relationship procedures. Show less

Teller

• Mar 2010 - Jun 2011

• Ensured an accurate balance of cash supply with an excellent attention to detail. • Delivered exceptional service to all bank customers, treating each with respect and gratitude. • Met and exceeded sales and referral goals for personal banking accounts as well as other financial products • Coordinated with bankers, financial consultants and regional managers to educate customers on all bank products. • Ensured an accurate balance of cash supply with an excellent attention to detail. • Delivered exceptional service to all bank customers, treating each with respect and gratitude. • Met and exceeded sales and referral goals for personal banking accounts as well as other financial products • Coordinated with bankers, financial consultants and regional managers to educate customers on all bank products.