Elizabeth Dahlberg
Alliance,NE
Summary
Exceptional Tax Preparer and Client Service Associate with proven organizational skills and a commitment to high-quality client service at JM & Associates. Recognized for managing multiple deadlines effectively while fostering strong client relationships. Proficient in financial tracking and maintaining confidentiality, ensuring accuracy and trust in all transactions. Ability to adapt and gain necessary knowledge to perform and exceed expectations.
Overview
7
7
years of professional experience
Work History
Tax Preparer/Bookkeeper
JM & Associates
10.2022 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Managed multiple deadlines efficiently, ensuring all clients taxes were filed on time without compromising quality or accuracy.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking and savings accounts.
Client Service Associate
Vectra Bank of Colorado
01.2022 - 06.2022
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Teller
First Southwest Bank
09.2021 - 01.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Associate
Walmart
10.2018 - 07.2021
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Played an integral role in launching successful projects by coordinating tasks among team members while adhering closely to established timelines.
- Managed efficient cash register operations.
Education
Bachelor of Arts - Business Administration With An Option in Finance
Chadron State College
Chadron05-2021
Skills
- Effective organizational skills
- Building professional connections
- High-quality client service
- Proficient in meeting deadlines
- Consistent work performance
- Effective client communication
Timeline
Tax Preparer/Bookkeeper
JM & Associates
10.2022 - Current
Client Service Associate
Vectra Bank of Colorado
01.2022 - 06.2022
Teller
First Southwest Bank
09.2021 - 01.2022
Associate
Walmart
10.2018 - 07.2021
Bachelor of Arts - Business Administration With An Option in Finance
Chadron State College
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