Maria Oliveras
Mountville,PA
Summary
Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Knowledgeable about Financial Documents practices and documentation requirements.
Overview
31
31
years of professional experience
Work History
Client Account Specialist
DFIN Solutions
07.1997 - 05.2023
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Interacted with team members across departments to research and resolve customer issues.
- Provided excellent customer service by following up with clients and responding to incoming calls.
- Completed routine and complex account updates to keep client specific requirements for Prospectus and Annual Report Filings.
- Adhered to standards of quality and service in order to keep client documents SEC compliant; and keep client documents updated for style and consistency.
- Worked closely with Customer Service and Management to ensure all financial communications with client were kept secure and confidential.
- Observed financial transaction laws and regulations for full accounts compliance.
Head /Teller
Meridian Bank
06.1992 - 01.1997
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Replenished ATM funds in empty canisters prior to validation process.
- Answered inquiries regarding checking and savings accounts and other related products.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
High School Diploma -
JP MCCaskey High School
Lancaster, PASkills
- Excellent Nonverbal Communication Skills
- Bank Reconciliation
- Client Account Management
- Document Management
- Prioritizing Workflows
- Account Updating
- Correcting Discrepancies
- Returns and Refunds
- Providing Feedback
- Team Goals
- Team Interaction
- Maintaining Privacy
Languages
Spanish
Native or Bilingual
Timeline
Client Account Specialist
DFIN Solutions
07.1997 - 05.2023
Head /Teller
Meridian Bank
06.1992 - 01.1997
High School Diploma -
JP MCCaskey High School
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