Virtual services representative

• Jul 2021 - Present

Client Service Representative

• Aug 2020 - Jul 2021

*Assist members with inquiries, requests, and/or problems in a friendly, respectful, courteous, and professional manner*Maintain branch surroundings that reflect the Credit Union’s commitment to provide a friendly, respectful, courteous and professional business environment for all Credit Union members*Contribute to member satisfaction and retention*Provide accurate routine member transactions in accordance with Credit Union policy*Provide routine information on Credit Union services or policies Show less

Assistant Accountant

• Nov 2019 - Jun 2020

*Prepare financial documents such as invoices, bills, and accounts payable and receivable *Manage payroll *Record office expenditures and ensuring these expenses are within the set budget *Complete the year-end analysis *Review computer reports for accuracy and meticulously tracing errors back to their source *Resolve errors in financial reports and correcting faulty reporting methods *Answer customer queries and issues in timely and accurate manner. *Prepare financial documents such as invoices, bills, and accounts payable and receivable *Manage payroll *Record office expenditures and ensuring these expenses are within the set budget *Complete the year-end analysis *Review computer reports for accuracy and meticulously tracing errors back to their source *Resolve errors in financial reports and correcting faulty reporting methods *Answer customer queries and issues in timely and accurate manner.

Financial Services Representative

• Sep 2018 - Oct 2019

*Process Transactions/Customer Service. Greet customers and ask questions to determine their needs *Process financial transactions in an accurate and efficient manner in accordance with operational and regulatory guidelines *Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures of the branch *Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training Show less

Head Cashier

• Mar 2016 - Aug 2018

*Maintain a positive work environment for all Cashiers *Resolve cash tills at the end of every shift *Generate accurate till reports for each register *Manage and perform all check-out functions on a daily basis *Analyze purchases for signs of fraud *Manage the check-out area and ensure each station remains clean and efficiently run *Listen to customer complaints and questions and refer them to the assistant manager when required *Ensure all stations have adequate cash and change at all times *Serve as the primary point-of-contact for customer service associates Show less

Front Desk Associate

• Jun 2015 - Mar 2016

• Greet guests at front desk and engaged in pleasant conversations while managing check-in process • Maintain financial accuracy by collecting deposits, fees and payments, processing changes and issuing receipts • Answer guest questions and referred to local points of interest • Greet guests at front desk and engaged in pleasant conversations while managing check-in process • Maintain financial accuracy by collecting deposits, fees and payments, processing changes and issuing receipts • Answer guest questions and referred to local points of interest

Front Desk Receptionist

• Oct 2014 - Jun 2015

*Process reservations, check-ins and check-outs *Answer incoming calls, provide helpful information, and transfer calls to appropriate parties *Greet incoming visitors and customers professionally and provide friendly, knowledgeable assistance *Perform various administrative functions, including but not limited to filing paperwork, delivering mail, sorting mail, and bookkeeping. *Process reservations, check-ins and check-outs *Answer incoming calls, provide helpful information, and transfer calls to appropriate parties *Greet incoming visitors and customers professionally and provide friendly, knowledgeable assistance *Perform various administrative functions, including but not limited to filing paperwork, delivering mail, sorting mail, and bookkeeping.