JULISSA GARZA
Lancaster,TX
Summary
Organized self-starter Bookkeeper proficient in QuickBooks software. Executed bookkeeping tasks for small business and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail leading to decreased loss of revenue.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Bookkeeper
P and J Cleaning Service
11.2018 - Current
- Monitored and tracked expenses to keep business on track with financial targets
- Streamlined financial efficiencies by accurately processing bank reconciliations and delivering financial reporting
- Grew customer base, acquiring new customers and identifying needs to deliver relevant service
- Reported sales taxes by calculating requirements on paid invoices
- Entered weekly sales for review by owner
- Enhanced client satisfaction ratings by resolving issues through timely completion
- Facilitated payment of invoices due by sending bill reminders and contacting clients
- Maintained historical records by microfilming and filing documents
- Created and maintained spreadsheets and developed administrative and logistical reports
- Responded to telephone inquiries from managers/vendors and delivered information to inform and educate callers
- Managed and anticipated clerical needs of company employees, including copying, faxing and file management.
Associate Banker- ME
JPMorgan Chase
06.2023 - 10.2023
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Participated in ongoing professional development opportunities to enhance knowledge of industry trends, regulations, products, and services.
- Improved referral rates from satisfied clients by building strong relationships based on trust transparency.
- Opened, closed, and updated accounts for customers.
- Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified most appropriate banking products.
- Educated customers on features and benefits of banking products and services.
- Executed wire transfers, stop payments and account transfers.
- Referred customers to other banking departments for specialized services.
Associate Banker
JPMorgan Chase
02.2021 - 06.2023
- Enhanced client satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Streamlined banking operations by implementing efficient processes and utilizing advanced technology tools.
- Boosted branch revenue with diligent cross-selling of various banking products and services.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Monitored and verified suspicious activity on customer accounts.
- Trained new hires on customer service policies and procedures.
Education
BBA - Finance
University of Texas at Arlington
Skills
- Statutory Reporting
- Time Management
- Adaptability and Flexibility
- Invoice Processing
- Quickbooks
- MS Office Expert
- Exceptional Organization
- Superior Attention to Detail
Community Service
- Church Service
- River Legacy
- Highway cleanup
- Blood donation
Languages
Spanish
Full Professional
Certification
Notary Public
Timeline
Associate Banker- ME
JPMorgan Chase
06.2023 - 10.2023
Associate Banker
JPMorgan Chase
02.2021 - 06.2023
Bookkeeper
P and J Cleaning Service
11.2018 - Current
BBA - Finance
University of Texas at Arlington