Summary
Overview
Work History
Education
Skills
Timeline
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Jammi Glenn

Summary


Financial services professional prepared for this role with strong customer service and cash-handling skills. Known for reliability, adaptability, and teamwork. Possesses effective communication and problem-solving abilities that ensure smooth operations and customer satisfaction.

Professional banking specialist prepared for this role with strong focus on customer service, cash handling, and transaction processing. Proven ability to work collaboratively within team to achieve results, adapting to changing needs seamlessly. Reliable, trustworthy, and skilled in communication, problem-solving, and financial accuracy. Consistently delivers exceptional service while maintaining high standards and efficiency.

Experienced with customer service and transaction processing. Uses effective communication and problem-solving skills to address client needs. Track record of accuracy in cash handling and fostering positive customer interactions.

With a proven track record at Fordland School, I excel in utilizing differentiated learning techniques and Intuit QuickBooks to enhance educational outcomes and financial accuracy. My expertise in behavioral skills development and tax law compliance has consistently improved client satisfaction and operational efficiency, showcasing a unique blend of interpersonal and technical process.

Overview

25
25
years of professional experience

Work History

Relationship Banker

Arvest Bank
05.2022 - 01.2025
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Adapted products and services to suit customers' changing financial circumstances.

Substitute Teacher/Paraprofessional

Fordland School
10.2020 - 05.2022
  • Worked cooperatively with other teachers, administrators and parents to help students reach learning objectives.
  • Communicated frequently with parents, students and faculty to provide feedback and discuss instructional strategies.
  • Kept students on-task with proactive behavior modification and positive reinforcement strategies.
  • Incorporated multiple types of teaching strategies into classroom.
  • Worked one on one with a special needs student.

Tax Preparer and Accountant

ATMS LLC
02.2019 - 04.2021
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Reconciled balance sheets and related asset, liability and equity accounts.
  • Achieved monthly financial report submission deadlines to meet agreements and expectations.
  • Fulfilled documentation and information requests to support annual audits and tax filings.
  • Used accounting software to issue tax returns and prepare consolidated reports.

Office Manager

H&r Block
01.2016 - 07.2018
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Helped staff prepare tax returns
  • Prepared tax returns for business clients
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
  • Coordinated special projects and managed schedules.
  • Evaluated employee records and productivity to complete employee evaluations.
  • Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
  • Utilized client and staff feedback to maintain customer partnerships and increase revenue.

Office Assistant

DitchBiz Mapping And Locating
10.2010 - 04.2012
  • Completed clerical tasks such as filing, copying and distributing mail.
  • Interacted with customers by phone, email or in-person to provide information.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Delivered clerical support by handling range of routine and special requirements.
  • Developed correspondence letters, memos and emails.
  • Executed record filing system to improve document organization and management.

Office Clerk

Oxford Healthcare And Hospice
04.2009 - 05.2011
  • Interacted with customers by phone, email or in-person to provide information.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
  • Maintained organized files and stocked supplies to support team needs and maximize performance.
  • Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.

Office Assistant

Summer Fresh Supermarket
10.2006 - 09.2008
  • Completed clerical tasks such as filing, copying and distributing mail.
  • Interacted with customers by phone, email or in-person to provide information.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Delivered clerical support by handling range of routine and special requirements.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Handled various accounting transactions.
  • Processed customer orders through POS system, ensuring accurate identification and input of codes for extensive produce items.

Office Assistant

Mac Excavating
01.2000 - 05.2001
  • Completed clerical tasks such as filing, copying and distributing mail.
  • Interacted with customers by phone, email or in-person to provide information.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Delivered clerical support by handling range of routine and special requirements.

Education

GED -

Seymour High School
Seymour, MO
07.2001

Skills

  • Group Learning Mechanics
  • Behavioral Skills Development
  • Class Cape Knowledge
  • Differentiated Learning Techniques
  • Tax Liabilities
  • Intuit QuickBooks
  • Payroll Auditing
  • Checking Time Cards
  • Payroll Computation
  • Computer Competency
  • Payroll Liabilities
  • Tax Law Compliance
  • Typing and 10-Key Entry
  • Office Supplies and Inventory
  • Workflow Processes
  • Record Sorting and Filing
  • Data Entry and 10-Key
  • Office Supply Management
  • Customer Retention
  • Account and Ledger Reconciliations
  • Phone Inquiries
  • Client Tax Services
  • Client Invoicing
  • Individual Tax Returns
  • Tax Form Completion
  • Tax Computation
  • Tax-Related Research
  • Individual Returns Preparation
  • Attention to detail
  • Professionalism and courtesy
  • Deposit and withdrawal management
  • Money handling

Timeline

Relationship Banker

Arvest Bank
05.2022 - 01.2025

Substitute Teacher/Paraprofessional

Fordland School
10.2020 - 05.2022

Tax Preparer and Accountant

ATMS LLC
02.2019 - 04.2021

Office Manager

H&r Block
01.2016 - 07.2018

Office Assistant

DitchBiz Mapping And Locating
10.2010 - 04.2012

Office Clerk

Oxford Healthcare And Hospice
04.2009 - 05.2011

Office Assistant

Summer Fresh Supermarket
10.2006 - 09.2008

Office Assistant

Mac Excavating
01.2000 - 05.2001

GED -

Seymour High School

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Jammi Glenn