Summary
Overview
Work History
Education
Skills
Timeline
Generic

Monique Bateman Trapp

Highland Hts,OH

Summary

Dynamic Tax Expert with a proven track record at Intuit TurboTax, adept at navigating complex tax regulations and fostering cross-functional collaboration. Recognized for exceptional communication skills and a goal-oriented approach, consistently delivering accurate tax returns while enhancing client relationships and ensuring compliance. A creative problem solver committed to professional growth.

Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.

Overview

14
14
years of professional experience

Work History

Tax Expert

Intuit TurboTax
12.2021 - Current
  • Maintained thorough and current understanding of applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
  • Reviewed financial statements for accuracy and integrity.
  • Collected and submitted required tax payments.
  • Managed tax submissions and made sure all information complied with regulations.
  • Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
  • Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.

Personal Banker

Fifth Third Bank
06.2019 - 03.2021
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

CSR

Progressive insurance
10.2014 - 03.2015
  • Effectively managed a high-volume of inbound and outbound customer calls.
  • Addressed and resolved customer product complaints empathetically and professionally.
  • Gathered and verified all required customer information for tracking purposes.
  • Accurately documented, researched and resolved customer service issues.
  • Managed high call volume with tact and professionalism.

Center Manager

Advance America
12.2010 - 09.2014
  • Effectively communicated with and supported sales, marketing and administrative teams on a daily basis.
  • Maintained friendly and professional customer interactions.
  • Sold cashier's checks, traveler's checks and money orders.
  • Collected member loan payments.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Scheduled staffing for the main branch
  • handled cash deposits 
  • maintain other cashiers drawers for accurate balancing
  •  marketing and sale

Education

High School Diploma - undefined

Euclid High School
Euclid, OH
1997

Skills

  • Creative problem solver
  • MS Windows proficient
  • Exceptional communication skills
  • Quick learner
  • Night and safe deposit procedures
  • Goal-oriented
  • Self-sufficient
  • Positive
  • Goal-oriented
  • Auditing techniques
  • Strategic planning
  • Tax software proficiency

Timeline

Tax Expert

Intuit TurboTax
12.2021 - Current

Personal Banker

Fifth Third Bank
06.2019 - 03.2021

CSR

Progressive insurance
10.2014 - 03.2015

Center Manager

Advance America
12.2010 - 09.2014

High School Diploma - undefined

Euclid High School

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