Dovie Jo Valdez

• Enhanced financial decision-making by providing timely and accurate analysis of financial data to executive leadership.
• Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.

.

• Developed and maintained strong relationships with clients to maximize satisfaction.
• Studied financial documents to identify potential areas needing improvement.

• Reviewed financial statements for accuracy and integrity.
• Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
• Collected and submitted required tax payments.
• Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
• Coordinated with external auditors during annual review process answering questions addressing concerns.

• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Enhanced client retention with proactive follow-ups and timely resolution of account issues.
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
• Processed deposits, withdrawals and ACH transfers accurately.
• Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
• Monitored customer accounts to detect irregularities or suspicious activity.
• Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.