Gage Graeve

• Extended and sustained relationships with customers to maintain and grow business.
• Utilized various Magnifi software, including Symitar, Synergy, and Q2, to handle everyday teller transactions.
• Processed new account applications and processed various inquiries, referring to other departments where appropriate.
• Balanced and maintained accurate records for cash drawers and General Ledgers such as the branch vault.

• Reviewed and analyzed client data and accurately prepared simple income tax returns.
• Analyzed and did inputting for more complex returns before being handled by a Tax preparer.
• Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
• Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate from previous 2022 term.

• Preformed job duties in a timely, near autonomous manner.

• Collaborated with other associates to plan and maintain shift quality and break periods.

• Overseeing daily shift operation and resolved issues that arose.
• Made plans to meet daily business and maintenance goals and ensured product was delivered in a quality and timely manner.
• Preformed functions where necessary such as cooking, managing cash register, and cleaning.
• Completed managerial work relating to end-of-day process and cash management