Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Priyasa Adhikari

Houston,TX

Summary

Proven Retail Banker and Junior Accountant with a track record of enhancing customer satisfaction and improving financial accuracy at Woodforest Bank. Excelled in cross-selling banking products and managing comprehensive financial records, demonstrating exceptional attention to detail and superior customer service skills. Achieved significant improvements in account management and financial reporting, leveraging analytical prowess and teamwork.

Overview

2
2
years of professional experience

Work History

Retail Banker

Woodforest Bank
05.2024 - Current
  • Open and manage customer accounts, including savings, checking, and certificate of deposit (CD) accounts, ensuring accurate documentation and customer data.
  • Promote and educate customers on the bank’s products and services, such as loans, credit cards, insurance, and retirement accounts, to meet their financial need.
  • Provide high-quality customer service by answering inquiries, resolving account issues, handling complaints, and ensuring customer satisfaction with a positive banking experience.
  • Process daily banking transactions such as deposits, withdrawals, fund transfers, and payments, maintaining accuracy and efficiency in cash handling.
  • Identify opportunities to cross-sell additional banking products based on customer needs, contributing to branch sales targets.
  • Assist with balancing cash drawers, ATMs, and branch vaults to ensure accurate cash levels and safe daily operations.

Junior Accountant

Namaste Supermarket
03.2023 - 01.2024
  • Calculate and prepare monthly or quarterly sales tax filings to comply with state and local regulations, ensuring timely and accurate reporting.
  • Assist in preparing payroll by collecting timesheets, calculating hours, and ensuring accurate payroll records for employees.
  • Maintain organized financial records, invoices, and receipts to support audits and improve accessibility of financial information.
  • Track and record inventory purchases, returns, and wastage; assist in inventory reconciliations to ensure accurate stock records and cost control.
  • Record daily sales, cash receipts, and other transactions into accounting software to maintain accurate financial records.

Education

Master of Professional Accounting -

Torrens University
88 Wakefield St, Adelaide Sa 5000
12-2023

Bachelor of Business Studies -

Lincoln College
Gongabu, Kathmandu, Nepal
12-2020

Management

Morgan International HSS/College
Nepal
12-2016

Skills

  • Attention to Detail
  • Reconciliation and Accuracy
  • Negotiation Skills
  • Adaptability and Flexibility
  • Team Collaboration
  • Customer Service and Communication
  • Analytical and Problem-Solving Skills

Languages

Nepali
Native or Bilingual
English
Full Professional
Hindi
Professional Working
Spanish
Elementary

Timeline

Retail Banker

Woodforest Bank
05.2024 - Current

Junior Accountant

Namaste Supermarket
03.2023 - 01.2024

Master of Professional Accounting -

Torrens University

Bachelor of Business Studies -

Lincoln College

Management

Morgan International HSS/College

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Priyasa Adhikari