Margarita Pizarro
Brownfield,TX
Summary
Dynamic professional with extensive experience in customer service and cash handling at Sundown State Bank. Proven ability to enhance client satisfaction and streamline financial transactions. Skilled in tax preparation and account management, leveraging strong problem-solving abilities to maximize efficiency and accuracy in all operations. Committed to fostering lasting client relationships.
Overview
18
18
years of professional experience
Work History
Teller
Sundown State Bankb
Brownfield, TX
08.2023 - 03.2025
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Responded and assisted customers with account inquiries and updates.
- Verified amounts and integrity of every check or funds transfer.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Developed strong relationships with customers to ensure repeat business.
- Performed cash handling duties including counting currency, coins and checks.
- Received and counted daily inventories of cash, drafts and checks.
Tax Preparer
H&r Block
Brownfield, TX
12.2020 - 04.2022
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Assisted customers with any questions they had about their taxes or filing status.
- Filed electronically through approved software programs.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
Office Administrative
Southeast Transportation
Greeley, CO
05.2017 - 05.2019
- Managed employee records including payroll information, attendance tracking, vacation time requests.
- Managed office duties, ordered materials, organized workspaces, answered emails, and made phone calls.
- Prepared outgoing mailings using postage meter machine.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Responded promptly to customer inquiries via email or phone.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Scheduled appointments for management team members.
- Answered incoming calls in a timely manner and directed them appropriately.
Store Manager
Brewer gas
Artesia, NM
07.2007 - 04.2010
- Performed regular price checks to ensure competitive pricing.
- Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
- Monitored progress by establishing plans, budgets and measuring results.
- Created weekly work schedules for store personnel.
- Prepared monthly reports on sales figures, expenses, profits.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Monitored employee performance and identified performance gaps for corrective action.
- Trained and mentored associates to teach daily tasks and procedures.
Education
High School Diploma -
Artesia High School
Artesia, NM05-1999
Skills
- Customer service
- Cash handling
- Financial transactions
- Bank operations
- Tax filing
- Tax preparation
- Account management
- Data entry
- Problem solving
- Cash handling expertise
Languages
Spanish
Native/ Bilingual
Timeline
Teller
Sundown State Bankb
08.2023 - 03.2025
Tax Preparer
H&r Block
12.2020 - 04.2022
Office Administrative
Southeast Transportation
05.2017 - 05.2019
Store Manager
Brewer gas
07.2007 - 04.2010
High School Diploma -
Artesia High School