Summary
Overview
Work History
Education
Skills
Timeline
Generic

Crystal Vasquez

Tulare ,CA

Summary

Accomplished Accounts Receivable Clerk and Bank Teller with a proven track record at Kaweah Health and Wells Fargo, respectively. Excelled in enhancing financial reporting accuracy and fostering client relationships through exceptional problem-solving and interpersonal skills. Demonstrated expertise in Microsoft Excel and accounts reconciliation, significantly improving payment processing efficiency.

Overview

15
15
years of professional experience

Work History

Accounts Receivable Clerk

Kaweah Health
08.2015 - Current
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
  • Used accounting software to reconcile accounts.
  • Contributed to month-end closing procedures by making sure all monies were accounted for and reconciled timely.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Posted and reconciled payments for several systems in the District.
  • Responded to inquiries regarding accounts and payments.
  • Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
  • Posted customer payments by recording cash, checks, and credit card transactions.
  • Assisted in month-end closing procedures, ensuring accurate financial reporting.
  • Utilized Microsoft Excel

Bank Teller

Wells Fargo
01.2010 - 08.2014
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Counted and packaged currency and coins.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Reconciled cash drawer and resolved discrepancies.
  • Educated customers on use of banking website and mobile apps.
  • Provided customer records, account statements and copies of checks.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on banking products, enabling them to make informed decisions about their finances.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Turned in excess cash to maintain drawer security.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations.
  • Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Placed orders for customer checks and verified starting numbers.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Processed applications for new accounts.
  • Handled various accounting transactions.
  • Educated customers on online banking and mobile banking applications.
  • Referred customers to other banking departments for specialized services.
  • Cross-sold credit cards, loans and other bank products.
  • Monitored and verified suspicious activity on customer accounts.
  • Established rapport with new clients to increase satisfaction and loyalty.

Education

High School Diploma -

Tulare Union High School
Tulare, CA
06.2003

Skills

  • Collections
  • Invoice processing
  • Time management
  • Payment posting
  • Attention to detail
  • Cash application
  • Dispute resolution
  • Insurance verification
  • Problem-solving
  • Accounts reconciliation
  • Accounts receivable
  • Account reconciliation
  • Month-end closing procedures
  • Relationship building
  • Team bonding
  • Data entry

Timeline

Accounts Receivable Clerk

Kaweah Health
08.2015 - Current

Bank Teller

Wells Fargo
01.2010 - 08.2014

High School Diploma -

Tulare Union High School

Similar Profiles

CREATE PROFILE
Crystal Vasquez