Years of customer service experience
Edelyn Diaz Leiva
Indianapolis,IN
Summary
Enthusiastic and fast-learner ready to contribute to team success through hard work, attention to detail and excellent organizational skills. Skilled in working under pressure and adapting to new situations and challenges to best enhance excellent customer service. Experienced in client relationship management, conflict resolution, leadership, and organizational abilities with superb verbal and written communication skills. Known to achieve company and personal goals.
Overview
10
10
8
8
Years of business administration, accounting, and taxes
3
3
Years in retail
Work History
Tax, Accounting and Administrative Services
ED Tax and Multiservices
02.2016 - Current
- Professional accounting, bookkeeping, payroll, and ledger services for individuals and business clients.
- Income tax preparation, preparation of financial statements, bank reconciliation, and budgeting for business customers.
- Filed (ITIN), W-9, and 1099 e-file, EIN, Indiana TID and Secretary of State.
- Performed daily office duties i.e., answer phones, taking messages and other administrative items
PERSONAL BANKER II
Fifth Third Bank
03.2020 - 03.2023
- Proactively collaborated with business partners such as Treasure Management (P2P, Bill Pay, Wire, ACH, EDM), Merchant Services (WorldPay), Payroll (Paycor), and Investment.
- Establish new accounts for high-net-worth individuals and service existing accounts to maximize revenue.
- Executed sales activities and help develop team into becoming more skilled in consultative sales.
- President Circle in 2022.
- Cross-sold bank products and services to meet customer needs and provide options.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction.
- Conducted regular portfolio reviews with clients, aligning financial strategies with changing needs and goals.
SENIOR TAX SPECIALIST
H&r Block
11.2016 - 03.2020
- Interviewed business owners and personal tax clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Contacted customers to increase book of business.
- Assisted with developing team members and guiding them on some of regulations in tax preparation.
Education
Associate of Science - Business Administration
Ivy Tech Community College of Indiana
Indianapolis, IN05.2022
Skills
- MS Office (Excel, PowerPoint, Word, Access, OneNote)
- Strong Leadership
- Financing skills
- Cashflow Planning and management
- Administrative and Organizational
- Initiative-taking and assertive
- Adapts quickly to surrounding
- Very thorough and pay attention to detail
- Time management
- Work highly under pressure
- Excellent Customer Service
- Strong verbal and written communication skills
- Investment Skills
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
PERSONAL BANKER II
Fifth Third Bank
03.2020 - 03.2023
SENIOR TAX SPECIALIST
H&r Block
11.2016 - 03.2020
Tax, Accounting and Administrative Services
ED Tax and Multiservices
02.2016 - Current
Associate of Science - Business Administration
Ivy Tech Community College of Indiana
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