Marlene A. Smith
St Albans,NY
Summary
To work with a well-established firm within an environment conducive to continued personal and professional growth within the company.
Overview
29
29
years of professional experience
Work History
Direct Support Professional
ADAPT COMMUNITY NETWORK
06.2018 - Current
- Taking caring of individuals with cerebral palsy
Lead Teller
Chase Bank
New York, New York
04.1996 - 02.2017
- Doing daily deposits, withdrawals, check cashing, handling large amount of cash, maintaining cash allotment and branch cash level, ordering cash for the branch, maintaining ATMs, making qualified referrals, supervising tellers, making schedules for tellers, giving approvals, assisting customers with complaints, ordering and shipping of foreign currency, preparing and assisting with audit records, doing opening and closing procedures of the branch also preparing and approving wire transfers
- Making sure that all end of day records and dual control logs are signed and file away in their appropriate files
- Welcomed customers and offered pleasant service during entire transaction.
- Resolved customer complaints and inquiries, providing exceptional service and retaining client loyalty.
- Assisted customers with opening new accounts or closing existing ones as needed.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Liaised between bank branches regarding best practices and operations.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Identified transaction errors when debits and credits did not balance.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Created monthly reports summarizing key performance indicators for management review.
- Kept teller window areas clean, organized, and fully stocked.
- Managed supply of cash for the branch, including ordering cash from the vault as necessary.
- Assisted with the opening and closing of accounts, providing customers with detailed information on bank services.
- Ensured adherence to all applicable laws and regulations related to banking operations.
- Managed a team of tellers and ensured proper training on all banking policies and procedures.
- Verified amounts and integrity of every check or funds transfer.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
Accounts Payable Clerk/Disbursement Clerk/Secretary
Metro Investment Ltd
- Prepared and analyzed payment vouchers for variety of accounts, reconciled daily and monthly bank balances for a variety of accounts, prepared checks from different accounts and maintained records for company annual audit for a variety of accounts including the company general accounts
- Posting all bank receipts from daily deposits to the corresponding journals and preparing disbursement and supplements for principal and general accounts also doing secretarial work such as making appointments, preparing letters and correspondence for the company
Education
Bachelor of Science - Accounting
York College
Jamaica, New York09.2005
Associate Degree - Accounting and Data Processing
La Guardia Community College
Long Island City, New York06.2000
Skills
- Financial reporting
- Payment processing
- Customer service
- Team supervision
- Account reconciliation
- Regulatory compliance
- Time management
- Record keeping
- Staff training
- Communication skills
- Resource management
- Support plan management
- Case documentation
- Care delivery
- Life skills training
- Self-care promotion
- Indirect patient care
- Client documentation
- Hygiene assistance
- Health and safety requirements
- Mobility assistance
- Empathy and patience
- Client advocacy
- Patient education
- Wellness and nutrition knowledge
- Problem-solving
- Recreational activities
- Health services
- Daily living support
- Community activities
- Behavioral support
- Transportation
Personal Information
Gender: Female
Referrals
Available upon request.
Timeline
Direct Support Professional
ADAPT COMMUNITY NETWORK
06.2018 - Current
Lead Teller
Chase Bank
04.1996 - 02.2017
Accounts Payable Clerk/Disbursement Clerk/Secretary
Metro Investment Ltd
Bachelor of Science - Accounting
York College
Associate Degree - Accounting and Data Processing
La Guardia Community College