To secure a position with a well-established organization with a stable environment that will lead to a lasting relationship in the field of customer service.
Overview
2026
2026
years of professional experience
Work History
Universal Banker II
Truist Bank
Charleston
08.2022 - Current
Providing account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.
Answering questions in person or on the telephone and referring customers to other bank services as necessary.
Reconciled cash drawer by providing cash transactions, counting and packaging currency and coins.
Maintain customer confidence and protect bank operations by keeping information confidential.
Assessed customer needs to recommend tailored banking solutions.
Processed transactions accurately and efficiently in fast-paced environment.
Educated clients on digital banking tools and services available.
Collaborated with team members to enhance customer service delivery.
Resolved customer inquiries and issues, ensuring high satisfaction rates.
Trained junior staff on best practices for client interactions.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Tax Preparer- Seasonal
H&R Block
Informing clients or employers on the tax preparation process.
Collecting relevant financial records, including pay stubs and income statements.
Inputting data from financial records into tax return software or databases.
Using applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return.
Completing and filing tax documents with appropriate agencies, such as the IRS, state, and local government entities.
Acting as a representative for clients with applicable agencies as required.
Building customer relationships to promote and expand the business.
CNA
Charleston Area Medical Center
09.2019 - 06.2021
Provided basic care to patients and helped them with daily activities they may have trouble doing on their own, such as:
Bathing
Feeding
Hydrating
Vitals
CNA
Montgomery General Hospital
01.2017 - 06.2018
Provided basic care to patients and helped them with daily activities they may have trouble doing on their own, such as:
Bathing
Feeding
Hydrating
Vitals
Worked well in a team as well as individually.
Motel 6
01.2015 - 01.2016
Greeting guests upon their arrival and checking them into their room.
Inform customers about payment methods and verify their credit card data.
Answering phone calls and making reservations for guests.
Checking guests out as their stay was over and making sure their needs were met.
Education
High School Diploma -
Penn Foster
Skills
Organization skills
Document preparation
Income tax preparation
Local, state, and federal tax returns
Relationship building
Client communication
Verbal/written communication
Customer service
Problem-solving
Time management
Dependable and responsible
Multitasking
Excellent communication
Summary of Qualifications
Experience of more than six (6) years with customer service
Strong ability to analyze with a deep understanding of clients’ needs and wants