Julia Tellez-Tellez

Work History

Discover

04.2021 - 03.2023

Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Recorded accurate and efficient records in customer database.
Delivered accurate billing and timely payments across high-volume client accounts.
Maintained current knowledge of evolving changes in marketplace.
Reconciled customer accounts and identified discrepancies for further investigation.

TD Bank

12.2018 - 04.2021

Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Identified sales opportunities and referred customers to branch partners in financial services.
Trained new hires on customer service policies and procedures.
Processed wide variety of retail banking transactions for personal and commercial customers.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Educated customers on use of banking website and mobile apps.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Journey Tax

10.2019 - 04.2020

Prepared US, multistate, and international tax returns for business clients.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Collaborated with clients to answer questions and provide advice on tax matters.
Identified potential audit red flags to minimize risk of IRS audits.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Responded to inquiries from IRS and other tax authorities.

Liberty Tax Service

01.2015 - 04.2019

Prepared US, multistate, and international tax returns for business clients.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Collaborated with clients to answer questions and provide advice on tax matters.
Identified potential audit red flags to minimize risk of IRS audits.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Responded to inquiries from IRS and other tax authorities.
Analyzed financial documents to accurately reflect client information on tax returns.

MetroPCS

07.2017 - 12.2018

Monitored daily cash discrepancies, inventory shrinkage and drive-off.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Supervised guests at front counter, answering questions regarding products.
Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Managed purchasing, sales, marketing and customer account operations efficiently.

Janssen Market

07.2011 - 01.2015

Built relationships with customers to encourage repeat business.
Responded promptly to requests for assistance, spills and customer inquiries.
Handled cash with high accuracy and took care to check bills for fraud.
Restocked and organized merchandise in front lanes.
Worked flexible schedule and extra shifts to meet business needs.
Greeted customers entering store and responded promptly to customer needs.
Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.