Member Services Representative

• Mar 2020 - Present

Branch Support Representative

• Jul 2018 - Present

Support and assist members on every financial need they my have and WOW them with a good experience and services. Deliver results by meeting or exceeding goals in a member-centric, results driven environment. Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service. Demonstrate member service skills and the ability to… Show more Support and assist members on every financial need they my have and WOW them with a good experience and services. Deliver results by meeting or exceeding goals in a member-centric, results driven environment. Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service. Demonstrate member service skills and the ability to resolve problems independently; utilizing critical thinking, and problem-solving skills or escalate as needed to promote member satisfaction. Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt. Establish solid relationships with teammates, business partners and internal network by fostering teamwork and collaboration.

Universal Representative

• Sep 2017 - Present

Teller

• Sep 2015 - Present

Very knowledgeable Bank of America Teller has a solid understanding of the Bank's customer service standards and banking philosophy. Provides excellent customer service and skilled referral to bank products and services. Consistently meets all sales goals. Works well and efficiently in a fast-paced banking environment. Greets clients upon entry to the bank lobby or drive through. Accurately processes all customer transactions. Strong ability to use the 10-key for counting. Understands… Show more Very knowledgeable Bank of America Teller has a solid understanding of the Bank's customer service standards and banking philosophy. Provides excellent customer service and skilled referral to bank products and services. Consistently meets all sales goals. Works well and efficiently in a fast-paced banking environment. Greets clients upon entry to the bank lobby or drive through. Accurately processes all customer transactions. Strong ability to use the 10-key for counting. Understands cash-handling procedures and practice. Extensive knowledge of all Bank of America products and services. Good problem-solving skills. Excellent math and counting skills. Highly customer-focused. Minimized customer wait times through fast and accurate transaction processing. Listened carefully to customers and referred them to bank products to meet financial needs. Educated customers about account types and availability of convenience services such as online billpay and banking. Processed withdrawals deposits and loan payments for customers. Balanced cash drawers. Processed all general customer transactions at the drive through and counter. Counted money both manually and with a 10-key. Assisted customers with questions and escalated to supervisor as needed. Filled customer exception requests and sought approval from supervisor. Assist with ATM machine. Army and Air Force Exchange, Fort Drum, NY ​Aug. 2014 to July 2015 Show less Very knowledgeable Bank of America Teller has a solid understanding of the Bank's customer service standards and banking philosophy. Provides excellent customer service and skilled referral to bank products and services. Consistently meets all sales goals. Works well and efficiently in a fast-paced banking environment. Greets clients upon entry to the bank lobby or drive through. Accurately processes all customer transactions. Strong ability to use the 10-key for counting. Understands… Show more Very knowledgeable Bank of America Teller has a solid understanding of the Bank's customer service standards and banking philosophy. Provides excellent customer service and skilled referral to bank products and services. Consistently meets all sales goals. Works well and efficiently in a fast-paced banking environment. Greets clients upon entry to the bank lobby or drive through. Accurately processes all customer transactions. Strong ability to use the 10-key for counting. Understands cash-handling procedures and practice. Extensive knowledge of all Bank of America products and services. Good problem-solving skills. Excellent math and counting skills. Highly customer-focused. Minimized customer wait times through fast and accurate transaction processing. Listened carefully to customers and referred them to bank products to meet financial needs. Educated customers about account types and availability of convenience services such as online billpay and banking. Processed withdrawals deposits and loan payments for customers. Balanced cash drawers. Processed all general customer transactions at the drive through and counter. Counted money both manually and with a 10-key. Assisted customers with questions and escalated to supervisor as needed. Filled customer exception requests and sought approval from supervisor. Assist with ATM machine. Army and Air Force Exchange, Fort Drum, NY ​Aug. 2014 to July 2015 Show less

Customer Service Representative

• Aug 2016 - Dec 2016

Provides variety of services such as cashing checks, issuing change funds, prepares bank deposits, receives/verifies cash receipts, prepares layaways tickets, process layaways, accepts layaways ACCT payments, controls layaways MDSE, special orders, approves refunds/adjustments, assist customers with catalog purchases and special orders; reviews customers Star Card application for determining eligibility. Perform a full range of receptionist, record keeping, miscellaneous clerical duties… Show more Provides variety of services such as cashing checks, issuing change funds, prepares bank deposits, receives/verifies cash receipts, prepares layaways tickets, process layaways, accepts layaways ACCT payments, controls layaways MDSE, special orders, approves refunds/adjustments, assist customers with catalog purchases and special orders; reviews customers Star Card application for determining eligibility. Perform a full range of receptionist, record keeping, miscellaneous clerical duties, manipulate and retrieve information and data from automated systems, receive customers and visitors as their initial point of contact either in person or telephonically, personalized service Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them. Maintain customer’s records and file original documentation in customer records. Using a cash register or other sales related equipment, cash check, money orders, traveler’s checks, accepts credit cards and cash for payment, and process Western Union money transactions. Issues change refunds and verifies daily cash receipts and change bags from associates. Prepares bank deposits and may issue petty Cash refunds. Maintains accountability for all money assigned, including petty cash fund counts; wraps and rolls all money. Performs miscellaneous job-related duties as assigned. Show less Provides variety of services such as cashing checks, issuing change funds, prepares bank deposits, receives/verifies cash receipts, prepares layaways tickets, process layaways, accepts layaways ACCT payments, controls layaways MDSE, special orders, approves refunds/adjustments, assist customers with catalog purchases and special orders; reviews customers Star Card application for determining eligibility. Perform a full range of receptionist, record keeping, miscellaneous clerical duties… Show more Provides variety of services such as cashing checks, issuing change funds, prepares bank deposits, receives/verifies cash receipts, prepares layaways tickets, process layaways, accepts layaways ACCT payments, controls layaways MDSE, special orders, approves refunds/adjustments, assist customers with catalog purchases and special orders; reviews customers Star Card application for determining eligibility. Perform a full range of receptionist, record keeping, miscellaneous clerical duties, manipulate and retrieve information and data from automated systems, receive customers and visitors as their initial point of contact either in person or telephonically, personalized service Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them. Maintain customer’s records and file original documentation in customer records. Using a cash register or other sales related equipment, cash check, money orders, traveler’s checks, accepts credit cards and cash for payment, and process Western Union money transactions. Issues change refunds and verifies daily cash receipts and change bags from associates. Prepares bank deposits and may issue petty Cash refunds. Maintains accountability for all money assigned, including petty cash fund counts; wraps and rolls all money. Performs miscellaneous job-related duties as assigned. Show less

Tax preparer

• Nov 2008 - Apr 2013

Compute taxes owed by following tax code. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government. Uncover potential deductions and credits. Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes. Review financial records such as income statements and documentation of… Show more Compute taxes owed by following tax code. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government. Uncover potential deductions and credits. Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes. Review financial records such as income statements and documentation of expenditures. Interview clients to get a thorough picture of financial situation. Verify totals on past forms for accuracy. Calculate and invoice for form preparation fees. Consult tax law handbooks for especially difficult tax returns. Resolve customer complaints. Recommend additional products and services. Prepare tax returns using electronic filing software. Ensure a copy of the completed return is provided to the customer. Knowledge sets include: income tax, IRS, tax, tax forms, tax preparation, tax returns. Show less Compute taxes owed by following tax code. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government. Uncover potential deductions and credits. Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes. Review financial records such as income statements and documentation of… Show more Compute taxes owed by following tax code. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government. Uncover potential deductions and credits. Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes. Review financial records such as income statements and documentation of expenditures. Interview clients to get a thorough picture of financial situation. Verify totals on past forms for accuracy. Calculate and invoice for form preparation fees. Consult tax law handbooks for especially difficult tax returns. Resolve customer complaints. Recommend additional products and services. Prepare tax returns using electronic filing software. Ensure a copy of the completed return is provided to the customer. Knowledge sets include: income tax, IRS, tax, tax forms, tax preparation, tax returns. Show less