Fast learner, Self-starter, enjoys taking on new responsibilities and going the extra mile.
Overview
20
20
years of professional experience
Work History
Research & Adjustments Rep III
Bank of America
09.2006 - Current
Supports the banking center transactions and customer activity by monitoring and resolving any exceptions, including adjustments to reconcile 16 Work in Process and Demand Deposit Accounts for research to adjust the customer's credit card account.
Review reports daily to ensure flagged entries for matching are in balance and complete.
Research to determine if a chargeback is for sales slip not sent to BAMS, a fraudulent transaction/claim, or if a cardholder was charged in error.
Research, resolve cash ticket exceptions and teller cash differences for assigned Banking Centers and Cash Vaults
Responsibilities include: investigates daily incoming research and adjustment inquiries; resolves differences; answers service requests and inquiries received from various channels; determines accounting entries and makes appropriate disposition
Maintains internal operational and financial controls and ensures they are observed for all assigned cases
Ensures all cases are resolved in compliance with industry regulations and bank procedures, integrity levels of the department's case management system and financial controls
Teller: Primary responsibility is to process transactions accurately and efficiently while still complying with policies and procedures
Also to identify customer needs and suggest financial products and services; seek to delight customers by demonstrating The Bank of America Spirit
Identify customer needs and refer the appropriate products and services
Teller Operation Specialist: Managing day-to-day operational excellence, ensuring compliance requirements are met, coaching teller associates to high performance levels
Create a positive team environment in the banking center; providing 360-degree coaching to tellers
Service Specialist
Wal-Mart
10.2004 - 12.2006
Responsible for greeting, servicing and selling to customers
Performing teller transactions
Establishing and deepening relationships with customers; provide quality customer service
Customer Service Rep.: Receive payment by cash, check, credit cards, vouchers, or automatic debits
Issue receipts, refunds, credits, or change due to customers
Assist customers by providing information and resolving their complaints
Answer customers' questions, and provide information on procedures or policies
Process merchandise returns and exchanges
Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans
Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change
Education
High school diploma -
Dr John Horn High School
Mesquite
Medical Assisting -
Remington College
Dallas, TX
Skills
Accounting
Research
Microsoft Powerpoint
MS Excel
MS Word
MS Internet Explorer
Personal Information
Work Permit: Authorized to work in the US for any employer
Additionalinformation - Attributes
Fast learner
Self-starter
Enjoy taking on new responsibilities and going the extra mile.
Have always made friends especially among others who have worked with me.