Account Executive
Open To Work
John Monetti
Argus Tax and Accounting
Buffalo,NY
30
Years of experience
Expert in personal finance that helps lead branch team toward success in our sales and service goals. Over 20 years of experience providing outstanding customer service. Extensive experience in managing financial accounts. Proficient in banking products and trends.
Work History
Tax Preparer
3 Years 11 Months- Prepared taxes for clients and advised on maximizing tax benefits and additional services.
- Prepared individual and business tax returns with accurate federal, state, and local compliance.
- Reviewed client source documents to identify deductions, credits, and reporting discrepancies.
- Reconciled financial records with tax filings to ensure complete supporting documentation.
Account Executive
2 Years 1 Month- Developed broker relationships to support policy funding, renewals, and account retention.
- Negotiated financing terms aligned with underwriting guidelines and customer requirements.
- Managed client portfolios, ensuring accurate premium finance account servicing and timely issue resolution.
- Coordinated with internal teams to process agreements, endorsements, and payment adjustments.
Senior Relationship Banker
7 Years 10 Months- Leveraged portfolio management and sales processes to enhance personal sales through development of new customer relationships and maintenance of existing ones.
- Analyze customer profile to maximize their life portfolio and investments.
- Delivered exceptional customer service to enhance satisfaction service with checking, savings, home equity, refer to financial advisor and mortgage.
- Advise customer on fraud prevention, credit monitoring and credit repair.
- Train customers on usage of online digital platforms and apps.
Customer Service / Sales Representative
7 Years 7 Months- Managed medical supplies and services for forty long-term nursing home facilities in WNY.
- Conducted weekly visits to nursing homes to assess client needs and inform facilities of new products and services.
- Welcomed into these facilities by Administrators and Directors of Nursing due to the extraordinary relationship I have built over many years of service.
- Developed strong relationships with physical therapists and social workers, ensuring timely supply fulfillment upon client discharge.
Customer Service Representative
1 Year 7 Months- Applied in-depth knowledge of automobile insurance and related products to assist customers effectively.
- Achieved and surpassed monthly and quality targets through dedicated customer service.
- Inducted into Net promoters Club due to numerous compliment calls from policyholders.
- Earned Insurance producer License with Authorities of Personal Lines for CT, NJ, and NY.
Quality Operator
10 Years 5 Months- Performed quality checks throughout assembly process.
- Stocked installation parts and verified accuracy for assembly line readiness.
- Maintained composure while meeting tight deadlines in high-pressure situations.
- Executed multiple tasks efficiently while recalling important details under pressure.
- Acted quickly and accurately while utilizing good memory in the simultaneous completion of tasks.
- Identified and addressed non-conforming parts to maintain compliance with legal standards.
- Maintained cleanliness of gages, worktables, and overall work area to ensure safety and efficiency.
Education
Bachelor of Arts - History
Skills
Client Documentation
Tax Compliance
Organization skills
Document preparation
Income tax preparation
Tax compliance
Financial Analysis
Relationship building
Client communication
Data inputting
Data gathering
Verbal/written communication
Account reconciliation
Information processing
High accuracy
Data entry
Accomplishments
- Grew business through word of mouth referrals and focusing on quality tax preparation.