Marcee Weist
Post Falls,ID
Work Preference
Overview
8
8
years of professional experience
Work History
Client Excellence Coordinator
Client Excellence Coordinator
03.2022 - Current
- Acted as the main point of contact for client inquiries, providing timely and accurate responses to resolve issues
- Collaborated with cross-functional teams to coordinate and execute client projects, ensuring on-time delivery within budget constraints
- Provided training and support to new team members on company products/services, policies, and procedures
- Resolved escalated customer complaints promptly while maintaining a professional demeanor at all times
- Obtain needed financial information and process to client file
- Scan IRS notices received to the proper client file
- Speaking with the IRS to perform compliance checks
- Processing emails by replying to the client via email or phone call and processing documents received to the client file notifying the case specialist for their review
Bank Teller II
Mountain West Bank
03.2021 - 12.2022
- Processed customer transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing
- Maintained a balanced cash drawer at all times, with zero discrepancies or errors
- Provided exceptional customer service by addressing inquiries and resolving issues in a timely manner
- Assisted customers with account openings, closings, and changes of account information
- Identified fraudulent activities or suspicious behavior and reported them to the appropriate authorities
- Managed large volumes of cash while maintaining accuracy in counting and verifying currency denominations
- Performed end-of-day balancing procedures according to established guidelines
- Participated in ongoing training programs to stay updated on new banking policies, procedures, and regulations
- Mentored new tellers by providing guidance on best practices for delivering excellent customer service
Accounts Payable Specialist
12.2021 - 02.2022
- Processed and verified invoices, purchase orders, and expense reports for accuracy and compliance with company policies
- Managed vendor relationships by resolving payment discrepancies, answering inquiries, and maintaining open lines of communication
- Maintained organized filing system for all accounts payable documents, for easy retrieval when needed
Project SEARCH Job Coach
10.2020 - 03.2021
- Provided one-on-one coaching and support to individuals seeking employment, helping them develop job search strategies and improve their interview skills
- Conducted comprehensive assessments of clients' skills, interests, and goals to identify suitable career paths and job opportunities
- Collaborated with employers to understand their hiring needs and match qualified candidates from the client pool
- Advocated for reasonable accommodations at workplaces ensuring equal access for individuals with disabilities
Patient Services Representative
07.2019 - 07.2020
- Provided exceptional customer service to patients, a fostering a pleasant experience throughout their visit
- Scheduled and confirmed patient appointments, efficiently managing a high volume of calls and inquiries
- Assisted with the check-in process by verifying patient demographics, collecting co-payments, and explaining office policies
Receptionist/Administrative Assistant
Butte Veterinary Center
07.2018 - 07.2019
- Triaged 100 to 200 calls per day while rearranging veterinarian schedules to accommodate patient emergencies
- Completed 100+ client transactions a day by accurately collecting payment and recommending additional veterinary services based on individual patient need
Summary
Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Skilled at developing and maintaining documentation systems, managing calendars and preparing reports. Knowledgeable in project management principles, business processes and customer service best practices.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Skills
Consulting
Recordkeeping
Patient registration
Point of contact
Timeline
Client Excellence Coordinator
Client Excellence Coordinator
03.2022 - Current
Accounts Payable Specialist
12.2021 - 02.2022
Bank Teller II
Mountain West Bank
03.2021 - 12.2022
Project SEARCH Job Coach
10.2020 - 03.2021
Patient Services Representative
07.2019 - 07.2020
Receptionist/Administrative Assistant
Butte Veterinary Center
07.2018 - 07.2019