Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lexus Martin

Summary

Resourceful Advanced Teller specializing in accurate transaction processing and effective customer relationship management. Achieved operational efficiency and customer satisfaction through strong communication and problem-solving skills. Demonstrated expertise in financial transactions, foreign currency handling, and team leadership.

Overview

7
7
years of professional experience

Work History

Advance teller

Dugood credit union
Beaumont, Texas
01.2026 - Current
  • Processed customer transactions efficiently and accurately at Dugood Credit Union.
  • Assisted members with account inquiries and provided exceptional service.
  • Maintained cash drawer accuracy and balanced transactions daily.
  • Educated members about credit union products and services available to them.
  • Collaborated with team members to improve service delivery and member satisfaction.

Tax Preparer

JDA Professional Services
Baton Rouge
12.2023 - Current
  • Prepared individual and business tax returns for clients with diverse financial situations.
  • Analyzed financial documents to ensure compliance with federal and state tax regulations.
  • Reviewed client information for accuracy and completeness before submission to authorities.
  • Communicated tax law changes to clients, providing guidance on potential impacts.
  • Collaborated with team members to streamline processes and improve service delivery.
  • Utilized tax preparation software to efficiently manage client data and filings.
  • Maintained up-to-date knowledge of tax legislation and best practices in the industry.
  • Filed electronically through approved software programs.
  • Maintained accurate records of all client transactions and filings.

Sales Associate

LaZBoy Furniture Gallery
Beaumont, Texas
12.2024 - 12.2025
  • Assisted customers in selecting furniture styles and finishes.
  • Demonstrated product features and benefits to enhance customer experience.
  • Processed sales transactions accurately using point-of-sale systems.
  • Handled customer inquiries and resolved concerns professionally and efficiently.
  • Helped customers find specific products, answered questions, and offered product advice.
  • Greeted customers and provided exceptional customer service.

Office Manager

Rooms To Go
Baton Rouge, Louisiana
02.2019 - 12.2024
  • Managed daily office operations and maintained an organized workspace.
  • Coordinated schedules and meetings for staff and management.
  • Oversaw inventory management for office supplies and equipment.
  • Implemented efficient filing systems for documents and records.
  • Trained new employees on office procedures and best practices.
  • Assisted with budgeting and expense tracking for office needs.
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.

Processed employee payroll bi-weekly

Education

Madison Prep Academy
Baton Rouge, Louisiana

Skills

  • Transaction processing
  • New employee hiring
  • Fraud detection
  • Compliance management
  • Financial analysis
  • Banking software mastery
  • Financial product sales
  • Sales and Cross-selling
  • Customer relationship management
  • Account servicing
  • Effective communication
  • Problem solving
  • Time management
  • Employee training
  • Team development
  • New employee hiring
  • Opening and closing procedures
  • Advanced mathematics
  • Tax preparation
  • Opening and closing procedures

Timeline

Advance teller

Dugood credit union
01.2026 - Current

Sales Associate

LaZBoy Furniture Gallery
12.2024 - 12.2025

Tax Preparer

JDA Professional Services
12.2023 - Current

Office Manager

Rooms To Go
02.2019 - 12.2024

Madison Prep Academy
Lexus Martin