Jodi McCann
Carterville,IL
Summary
Proven track record in enhancing operational efficiency and customer satisfaction at Joe's Lawn And Snow Service, LLC, showcasing expertise in QuickBooks and exceptional relationship-building skills. Achieved significant improvements in accounts management and vendor relations, demonstrating a keen eye for detail and a commitment to excellence in both financial oversight and client engagement. Professional financial specialist with robust experience in managing accounts and financial records. Demonstrates strong ability to collaborate within teams and adapt to changing business needs while consistently achieving results. Skilled in accounts payable/receivable, financial reporting, and reconciliation. Known for reliability, efficiency, and strategic problem-solving in financial operations. Business professional with solid background in driving operational success. Proven track record of optimizing business processes and achieving organizational goals through effective leadership. Known for fostering teamwork and adapting to evolving business needs while maintaining results-driven approach.
Overview
10
10
years of professional experience
Work History
Bookkeeper
Joe's Lawn And Snow Service, LLC
05.2023 - Current
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Used QuickBooks to manage bookkeeping and payroll for one office.
- Utilized Microsoft Excel and QuickBooks to manage invoices and payments.
Personal Banker
First Southern Bank
05.2022 - 05.2023
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Processed deposits, withdrawals and ACH transfers accurately.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Conducted comprehensive needs assessments to match clients with optimal banking products, boosting customer satisfaction.
- Delivered personalized banking solutions to high-net-worth clients, solidifying trust and satisfaction.
Personal Banker
Great Southern Bank
07.2020 - 01.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
- Identified opportunities for business growth by analyzing client feedback and market trends.
- Backed up teller team by handling needs of new and existing customers at main counter.
Assistant Backroom Manager
Gander Mountain
03.2017 - 08.2017
- Implemented loss prevention strategies to minimize shrinkage rates and protect company assets.
- Collaborated with sales team to ensure accurate inventory levels for seamless customer service experience.
- Managed budget effectively, reducing expenses while maintaining optimal staffing levels and inventory control measures.
- Ensured compliance with all local, state, federal regulations pertaining to warehousing activities such as waste disposal practices or hazardous materials handling procedures.
- Improved inventory management by implementing efficient organizational systems and processes.
- Reduced stock discrepancies by conducting thorough audits and implementing corrective actions.
- Optimized storage space utilization, ensuring proper arrangement of items for easy access and retrieval.
- Established clear expectations and goals for the backroom staff, resulting in consistently meeting or exceeding targets set by upper management.
- Provided exceptional leadership in the backroom department, fostering a positive work culture that promoted teamwork and communication.
- Streamlined backroom operations for increased productivity through effective staff scheduling and task delegation.
- Evaluated current processes and systems, identifying opportunities for improvement and implementing changes that positively impacted overall backroom operations.
Teller Supervisor
The Bank of Carbondale
05.2014 - 03.2017
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Conducted regular performance evaluations for teller staff, identifying areas for improvement.
- Examined tellers' reports of daily transactions for accuracy.
- Assisted in recruiting new tellers, conducting interviews and making hiring recommendations based on candidate qualifications.
- Collaborated with management to establish branch goals, developing strategies to achieve them.
- Promoted bank's products and services by consistently cross-selling to customers.
- Coordinated with other departments to address complex customer issues, resulting in timely resolution.
- Improved cross-selling success through targeted training and employee incentives.
- Increased team productivity with regular coaching and performance feedback sessions.
- Enhanced customer satisfaction by efficiently resolving issues and addressing inquiries.
- Reduced errors by implementing strict audit procedures and monitoring daily transactions.
Education
Bachelor of Science - Business Administration And Management
Western Governors University
Salt Lake City, UT05.2025
Skills
- Bookkeeping
- Accounts Receivable
- Accounting and bookkeeping
- Quickbooks
- Labeling
- Warehouse Operations
- Relationship Building
- Inventory Control
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Warehouse Safety
- Multitasking Abilities
- Loading and unloading
- Worker Supervision
- Critical Thinking
- Excellent Communication
- Organizational Skills
- Branch operations
- Client Relationship Management
- Cash Handling
- Fraud prevention
- Sales expertise
- Banking Policies and Procedures
- Account Maintenance
- Regulatory Compliance
- Account Management
- Rapport Building
- Cross-Selling and Upselling
- Professionalism and Ethics
- Staff Training and Development
Timeline
Bookkeeper
Joe's Lawn And Snow Service, LLC
05.2023 - Current
Personal Banker
First Southern Bank
05.2022 - 05.2023
Personal Banker
Great Southern Bank
07.2020 - 01.2022
Assistant Backroom Manager
Gander Mountain
03.2017 - 08.2017
Teller Supervisor
The Bank of Carbondale
05.2014 - 03.2017
Bachelor of Science - Business Administration And Management
Western Governors University
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