Organized professional with four years banking experience and strong work ethic. Dependable and collaborative team member driven to provide exceptional customer service.
Overview
21
21
years of professional experience
Work History
Senior Client Service Representative
Citizens Bank Minnesota
Lakeville, Minnesota
2021.08 - Current
Develops meaningful relationships with clients through excellent communication, knowledge, and professionalism.
Opens new personal and business accounts including checking, savings, certificates of deposit, IRAs and HSAs.
Performs teller transactions including deposits, withdrawals, check cashing, redeeming savings bonds, preparing official checks.
Balances cash drawer and vault.
Responsible for answering phone and online questions regarding balance inquiries, transfer requests, loan payments, debit card transactions and online banking accounts.
Remains current and complies with regulatory requirements and bank policies.
Assists in fraud detection and prevention.
Participates in activities within the community as a representative of the organization.
Paraprofessional
ISD 192
Farmington, MN
2017.09 - 2020.08
Provided support to teachers in meeting the physical and instructional needs of students with disabilities.
Assisted students with physical needs and personal care as a PCA.
Provided students with personalized educational, behavioral and emotional support.
Communicated with students from various backgrounds and abilities using Spanish, signs, assistive technology and visual aids.
Resolved conflicts and managed behavior of students.
Prepared and organized materials and projects for students.
Aided teachers with student assessments and recorded data.
Supported students while in mainstream classes.
Licensed Child Care Provider
Self Employed
Farmington, MN
2011.07 - 2017.12
Ensured a safe, developmentally appropriate environment for children in care.
Created educational and recreational activities to develop each child's emotional, behavioral and social skills.
Managed conflicts and implemented discipline when required.
Observed and documented children's behavior and provided written and oral feedback to parents.
Defined business policies including safety management protocols to comply with state regulations.
Developed and maintained accurate and confidential files and financial records.
Revenue Tax Specialist
Minnesota Revenue
Saint Paul, MN
2004.06 - 2010.06
Examined tax returns for accuracy and potential for fraud.
Performed essential research on probable fraudulent returns and obtained pertinent information from third party sources.
Conducted interviews with taxpayers, attorneys and tax professionals.
Applied law, policy and procedures to determine proper tax liability and communicated results to taxpayers.
Made determination of audit appeals.
Compiled and managed case files for the department and other state and federal agencies according to exchange agreements.