Miguel Herrera
Grand
Rapids,MI
Summary
Bilingual and experienced financial services professional. Result-driven with a strong background in customer service, financial planning and accounting. Agile with excellent communication and social skills and in-depth understanding of financial products and services. Currently looking for a part-time closing position related to customer service.
Overview
7
7
years of professional experience
Work History
Accounting Associate
Acrisure LLC
06.2023 - Current
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Oversaw documentation and reporting of expenses, sales and other transactions.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Input financial data and produced reports using a software of Applied Epic.
Financial Services Professional
New York Life Insurance Co
03.2022 - 04.2023
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Managed and accrued asset and liability accounts.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Monitored changes in financial markets and kept clients informed of latest developments.
Shift supervisor
Rite Aid Pharmacy
03.2020 - 02.2022
- Accomplishes department objectives by supervising staff and organizing and monitoring work processes
- Maintains staff by recruiting, selecting, orienting, and training employees and developing personal growth opportunities
- Directly interacted with customers through sales calls.
Sales associate - /Sales Lead
Woodland Mall Pacsun
04.2018 - 02.2020
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices
- Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items
- Kept apprised of emerging trends and provided informative customer service to assist in product selection
- Processed orders through online order and coordinated product deliveries
- Assisted customers by finding needed clothing items and checking inventory for items at other locations
- Prepared cash deposits up to $300 with zero discrepancies.
service cashier
Family Fare
04.2017 - 05.2018
- Met and exceeded productivity targets by handling every interaction with top-notch customer service
- Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication
- Assessed customer needs and upsold products and services to maximize all sales.
- Kept cash wrap stocked, products faced and shelving free of misplaced items or trash.
Education
Associates - Accounting/Finance
Grand Rapids Community College
Bostwick, Rapids, NE, MI02.2022
High School Diploma -
Grand Rapids Learning Center
Fulton, Grand Rapids, MI05.2020
Skills
- Payment processing
- Efficient
- Critical thinking
- Cash flow analysis
- Leading large
- Departments
- Clear communication
- Skills
- Organized
- Auto Estimating
- Quick learner
- Strong interpersonal
- Pull merchandise from stockroom to sales floor
- Communication skills, telephone etiquette, patience, persuasion,
- The ability to work under pressure and teamwork
- Coremark invoices
- Perform till reconciliations when closing a pharmacy
- (BDR) Business daily report
- Perform bank deposits
- Change fund counts
- Request an appropriate change from a bank
- Cash audits
- Accounts Payable and Receivable
- Financial Planning
- Financial Statements
- Account Reconciliation Processes
- Payroll Liability and Deductions
- Budgeting Assistance
- Financial and Regulatory Consulting
- General Ledger Accounting
- Accounting and Bookkeeping
Affiliations
Grand Rapids Young Professionals
West Michigan Hispanic Chamber of Commerce
Grand Rapids Chamber of commerce
Languages
Spanish
Native or Bilingual
Timeline
Accounting Associate
Acrisure LLC
06.2023 - Current
Financial Services Professional
New York Life Insurance Co
03.2022 - 04.2023
Shift supervisor
Rite Aid Pharmacy
03.2020 - 02.2022
Sales associate - /Sales Lead
Woodland Mall Pacsun
04.2018 - 02.2020
service cashier
Family Fare
04.2017 - 05.2018
Associates - Accounting/Finance
Grand Rapids Community College
High School Diploma -
Grand Rapids Learning Center
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