Kenesha Yancey
Germantown,WI
Summary
Focused Accounting major (3.2 GPA) currently attending Concordia University-Wisconsin, with 8+years of work experience. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs. Aiming to leverage a proven knowledge of customer service, credit analysis, and risk management skills to successfully fill the Client Service Representative role at your company.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Accounting Assistant
Retail Space Solutions
05.2022 - Current
- Participated in annual audit activities by providing requested information to auditors promptly and accurately.
- Developed strong working relationships with colleagues across departments, fostering a collaborative work environment that encouraged open communication about financial matters.
- Developed and delivered customized financial reports to management, enabling informed decision-making based on accurate data analysis.
- Contributed to cash flow management efforts through diligent monitoring of account balances and proactively addressing potential issues.
- Increased financial accuracy by implementing efficient bookkeeping procedures and preparing detailed financial reports.
Quality Analyst
Conduent
02.2021 - 03.2022
- Makes suggestions on how to improve call flow
- Provide understanding on how metrics work for employees
- Educating on how to properly deescalate a call
- Being able to identify strengths and weakness of customers and employees
- Creative mindset
- Great communication
- Complete documentation needed to support testing procedures including data capture forms, equipment logbooks, or inventory forms
- Monitor testing procedures to ensure that all tests are performed according to established item specifications, standard test methods, or protocols
Senior Customer Service Representative
Bank of America
04.2018 - 07.2020
- Determine charges for services requested, collect deposits or payments, or arrange for billing
- Check to ensure that appropriate changes were made to resolve customers' problems
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
- Assisting management in motivating and coaching associates
- Made certain each associate has the tools and information they need on a daily basis through daily stand up and one-on-one sessions
Paralegal
Lexington Law
10.2017 - 04.2018
- Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system
- Meet with clients and other professionals to discuss details of case
Universal Banker
Client Service Representative
07.2017 - 10.2017
- Maintain standards by auditing each associates guest interactions and providing feedback
- Providing exemplary customer services by proactively problem solving each opportunity
- Assisting clients with credit repair
- Ensure that my clients have a fair and accurate credit report
- Helping my clients achieve their financial goals and take charge of a debt free life
- Handling money
- Balancing my drawer every night
- Offering great customer service
- Processing wires and transfers
- Opening and closing accounts
- Notarizing documents for clients and non clients
- Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
Education
High School Diploma -
Rufus King International Baccalaureate High School
Milwaukee, WI06.2009
Bachelor of Science -
Concordia University
Mequon, WISkills
- Loss Prevention
- Communication
- Organizational skills
- Customer Service skills
- Client service management
- Account and client management
- Microsoft Excel expertise
- Cash Flow Forecasting
Certification
- Microsoft Office Specialist, Excel Certification – Microsoft
- Loss Prevention
- CPR/AED Certification
References
References available upon request
Timeline
Financial Accounting Assistant
Retail Space Solutions
05.2022 - Current
Quality Analyst
Conduent
02.2021 - 03.2022
Senior Customer Service Representative
Bank of America
04.2018 - 07.2020
Paralegal
Lexington Law
10.2017 - 04.2018
Universal Banker
Client Service Representative
07.2017 - 10.2017
Bachelor of Science -
Concordia University
High School Diploma -
Rufus King International Baccalaureate High School
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