Liliya Mercer
Accountant Assistant
Princeton,NJ
Summary
Results-driven finance professional with a strong background in banking operations and financial management, specializing in process optimization, customer relationship building, and financial product education. Proven ability to streamline account opening processes, enhance cross-selling strategies, and resolve complex customer issues with a focus on delivering exceptional service. Experienced in managing high-volume transactions, reconciling accounts, and maintaining accurate financial records. Adept at collaborating with cross-functional teams to drive efficiency and ensure compliance with banking regulations. Committed to empowering clients with the knowledge and tools they need to achieve their financial goals.
Overview
1
1
year of professional experience
Work History
Accounting Asssistant
Cure Auto Insurance
4 2024 - Current
- Reconciled Lockbox deposit accounts, ensuring accurate and timely processing of transactions
- Coordinated the signature and mailing of daily checks, maintaining comprehensive logs and supporting documentation
- Managed daily deposits of physical checks, maintaining accuracy and ensuring all supporting documentation is properly organized
- Reviewed and reconciled credit card transactions, ensuring all discrepancies were promptly addressed
- Monitored incoming invoices, vendor requests, and employee check requests through both physical mail and email, providing timely responses
- Placed and tracked stop payments on checks as necessary, ensuring financial accuracy
- Participated in professional development opportunities to stay current on industry trends and best practices for accounting professionals.
- Facilitated clear communication between finance and operations teams, addressing inquiries promptly and professionally.
- Streamlined daily reporting information entry for efficient record keeping purposes.
Universal Banker
Provident Bank
12.2023 - 04.2024
- Streamlined account opening processes, enhancing efficiency in customer onboarding
- Boosted cross-selling efforts by offering personalized financial products and services
- Strengthened customer relationships through proactive communication and timely issue resolution
- Efficiently resolved complex customer issues by collaborating with relevant departments, ensuring seamless banking transactions
- Educated 30 customers on banking products and services, empowering them to make informed financial decisions
- Managed daily transactions, including cashing checks, accepting deposits and withdrawals, and completing money counts with precision
- Opened various types of accounts, including checking, savings, money market, and certificates of deposit, while facilitating new transactions with online banking services
Education
MBA -
Rutgers, The State University of New Jersey
Bachelor of Science - Finance
Rutgers, The State University of New Jersey
Skills
Microsoft Excel
Timeline
Universal Banker
Provident Bank
12.2023 - 04.2024
Accounting Asssistant
Cure Auto Insurance
4 2024 - Current
MBA -
Rutgers, The State University of New Jersey
Bachelor of Science - Finance
Rutgers, The State University of New Jersey
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