Ava Reynolds Porter
Tarboro,NC
Summary
Motivated finance professional who is highly organized and a quick learner who likes taking on new challenges. I have a solid background in the finance industry. Effective at building positive relationships with clients and vendors, achieving set goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
7
7
years of professional experience
1
1
Certification
Work History
RELATIONSHIP BANKER
TRUIST
04.2022 - Current
- Integrating banking customer service and sales opportunities
- Specializing in consumer and small business banking
- Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products
- Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services business.
- Adapted products and services to suit customers' changing financial circumstances.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Increased daily sales by 46% by upselling banking products and financial services to customers.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Executed wire transfers, stop payments and account transfers.
- Cross-sold credit cards, loans and other bank products.
- Trained new hires on customer service policies and procedures.
- Monitored and verified suspicious activity on customer accounts.
- Counted, verified and handled bank deposits and armored car transactions.
- Referred customers to other banking departments for specialized services.
ACCOUNTING TECHNICIAN
PITT COMMUNITY COLLEGE
01.2020 - 01.2022
- Provide excellent customer service, maintain and properly handle a cash register, answer telephone call inquiries regarding student accounts and billing
- Process and issue student refunds, process stop payment requests, receive payments for student accounts, transcript requests, and parking fines.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Entered figures using 10-key calculator to compute data quickly.
- Handled day-to-day accounting processes to drive financial accuracy.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Inspected account books and recorded transactions.
ACCOUNTING TECHNICIAN II
EDGECOMBE DEPT OF SOCIAL SERVICES
01.2017 - 01.2020
- Perform a variety of accounting, bookkeeping, and office tasks related to analyzing financial accounts and records, while serving the public
- Produce and maintain accounts payable related reports and vendor files, such as invoices, 1099, W9, and purchase orders
- Process travel reimbursements for employees, manage organization’s fleet, process disbursement for wards of the state, and ordering supplies for each of the departments(procurement)
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Processed a high volume of vendor invoices, ensuring accuracy and adherence to company policies and procedures.
- Reviewed invoices for proper authorization, coding, and documentation before entering them into the accounting system.
- Resolved invoice discrepancies and billing issues promptly, collaborating with vendors and internal departments to address any outstanding matters.
Managed vendor relationships and maintained open lines of communication to address inquiries and build strong business partnerships. - Assisted with the preparation of financial reports, providing valuable insights to support management decisions.
- Gathered, evaluated and summarized account data in detailed financial reports.
Education
MBA - Business Administration And Information Security
North Carolina Wesleyan College
Rocky Mount, NC07.2024
Bachelor of Science - Business Administration
NC WESELYAN UNIVERSITY
Rocky Mount, NC08.2019
Bachelor of Science - Organizational Administration
North Carolina Wesleyan College
Rocky Mount, NC08.2019
Skills
- Proficient in
- Microsoft Office, CRM Systems, QuickBooks
- Teller Auditing
- Account Verification and Reconciliation
- Customer Information Databases
- Financial Due Diligence
- Microsoft SharePoint
- Accounting Techniques
- Invoice Processing
- Microsoft Excel
- Intuit QuickBooks
- GAAP Principles
Affiliations
State of North Carolina Notary Public, 2021-2026 and Member of Delta Sigma Theta Sorority, Incorporated
Certification
- CNP - Certified Notary Public
- Member of Delta Sigma Theta Sorority, Inc.
Timeline
RELATIONSHIP BANKER
TRUIST
04.2022 - Current
ACCOUNTING TECHNICIAN
PITT COMMUNITY COLLEGE
01.2020 - 01.2022
ACCOUNTING TECHNICIAN II
EDGECOMBE DEPT OF SOCIAL SERVICES
01.2017 - 01.2020
MBA - Business Administration And Information Security
North Carolina Wesleyan College
Bachelor of Science - Business Administration
NC WESELYAN UNIVERSITY
Bachelor of Science - Organizational Administration
North Carolina Wesleyan College