Lionel Tshiunza
Accounting And Finance
Raleigh,NC
Summary
Well-versed in handling a high volume of cash on a daily basis in. Knowledgeable about managing financial transactions, preventing fraud and complying with various security acts and regulations. Looking for a new position with room for advancement where sales, accounting abilities and a results-oriented nature will be highly valued. Bilingual with fluency in English and French.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Financial Associate
Fidelity Investments
Raleigh, United States
11.2021 - 04.2022
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
- Administered account transactions and responded to customer inquiries concerning financial products.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
- Proposed investment products to customers.
- Administered account transactions with customers and assisted in generating sales opportunities.
- Organized positions by factors such as salary and status to develop effective categories and operational strategies.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Guided clients through compiling important financial histories and documentation for evaluation.
Property Manager's Assistant
Builderbee Projects
Raleigh, NC
08.2017 - 12.2020
- Serve as an expert and educator to customers on all services and packages along with competitor offerings
- Address customer concerns and questions and overcome potential roadblocks
- Independently manage workloads for each property
- Monitor all complaints and leads and ensure response within required timeframe
- Ensure customer satisfaction
- Acts as a personal Customer Care Rep for new and existing customers to provide a more convenient opportunity to answer questions and provide assistance, as necessary
- Perform follow-up calls after each interested customer's
- Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
- Compiled maintenance and repair requests for submission and reached out to local contractors for bid proposals.
Customer Representative/TELLER
PNC BANK
Raleigh, NC
04.2016 - 08.2017
- Provided enhanced customer service experience via telephone communication to provide information regarding available services
- Resolved concerns with products or services to help with retention and drive sales.
- Provided primary customer support to internal and external customers.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Processed customer transactions promptly, minimizing wait times.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
High School Diploma -
Needham Broughton High School
Raleigh, NC 08.2006 - 06.2010
Skills
Retail Store Operationundefined
Accomplishments
- Skilled sales professional committed to excellence and hard work
- Top contributor and leader in achieving sales goals
- Strong teamwork and proven ability to drive and close sales opportunities in a competitive environment
- Demonstrate excellent communication, interpersonal and organizational skills
- Offer in-depth understanding of the sales cycle process with primary focus on customer satisfaction.
Timeline
Financial Associate
Fidelity Investments
11.2021 - 04.2022
Property Manager's Assistant
Builderbee Projects
08.2017 - 12.2020
Customer Representative/TELLER
PNC BANK
04.2016 - 08.2017
High School Diploma -
Needham Broughton High School
08.2006 - 06.2010
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