Jennifer Richards

Trim to the Trade is a distributor that works with decorative plumbing supply wholesalers across the United States.

I assisted these wholesalers with products, pricing and sales.

I managed 50-100 purchase orders daily with accurate production and billed each order to create a financial report to end the day.

• Managed onboarding process for new account clients, ensuring compliance with bank policies.
• Developed and maintained relationships with customers to enhance satisfaction and loyalty.
• Assisted in identifying customer needs, providing tailored financial solutions to maximize account growth.
• Streamlined account setup procedures, reducing processing time and improving accuracy of data entry.

• Processed customer transactions accurately and efficiently, ensuring compliance with bank policies.
• Assisted customers with account inquiries and resolved issues to enhance customer satisfaction.
• Maintained cash drawer accuracy by performing daily reconciliations and addressing discrepancies promptly.
• Trained new tellers on operational procedures and best practices to improve team performance.