Detail-oriented Payroll Clerk offering one years' experience in the accounting industry. Outstanding management, communication and organizational skills. Strong data entry and clerical abilities.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Associate Personal Banker Analyst
Wells Fargo Bank, N.A.
Fairfield, CT
10.2023 - Current
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Researched customer inquiries and reported findings in a timely manner.
Senior Personal Banker
Bank of America
Bridgeport, CT 06610
09.2003 - 09.2023
20 Years in banking, Experience on review account as court restricted , trust account
And knowledge on lending needs.
Accounting
Dimasen
Lima, Peru
01.1996 - 01.1997
Kept records current and accurate with skilled reconciliations and variance resolutions.
Reconciled company credit cards, expense accounts and other expenses and financial records.
Prepared monthly and year-end closing statements, financial documents and invoices.
Education
Associate of Applied Science - Accounting
Westchester Community College
Valhalla, NY
05.2003
Accounting -
Some College (No Degree) - Teaching English As A Second Language (ESL)
UCONN
Stamford, CT
Skills
Resourceful approach to problem-solving, tackling challenges head-on and I consider obstacles learning experiences
Regulatory Compliance
Cross-Selling and Upselling
Banking
Relationship Building
Upselling
Client Acquisition and Retention
Issues Resolution
Customer Service
Banking Policies and Procedures
Financial Statements Preparation
Loan Application Expertise
Languages
Spanish
Professional
Certification
Licensed Credit Solution Advisor I NMLS 2318682 -2022
Notary Republic State OF CT 154427 2009 2024
Timeline
Associate Personal Banker Analyst
Wells Fargo Bank, N.A.
10.2023 - Current
Senior Personal Banker
Bank of America
09.2003 - 09.2023
Accounting
Dimasen
01.1996 - 01.1997
Associate of Applied Science - Accounting
Westchester Community College
Accounting -
Some College (No Degree) - Teaching English As A Second Language (ESL)
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)