Quaneice Smith
North Olmsted,OHIO
Summary
Supported team objectives by consistently delivering high-quality service to customers. Assisted in banking and accounting tasks, demonstrating strong attention to detail. Committed to ongoing professional development to advance into management roles.
Overview
17
17
years of professional experience
Work History
Operations Associate III, Trust Accounting
Equity Trust
Westlake, OH
12.2021 - Current
- Followed internal policies to correctly manage risks associated with business objectives and activities.
- Routed calls, documented actions and resolved problems to process or reconcile transactions.
- Supervised accounting personnel, directing team's daily activities by monitoring fixed assets, cost accounting, general accounting and accounting analysis.
- Supported finance team by performing simple accounting tasks and generating reports.
- Assisted accounting team with balancing cash and payroll accounts.
- Performed financial analyses to improve departmental accounting procedures and promote compliance.
- Analyzed accounts to detect improper accounting procedures and ineffective controls.
- Updated accounting systems with expenses and payments.
- Kept resource management systems accurate, updated and in sync with accounting processes.
Relationship Banker II/ MOD
Chase Bank
Avon, OH
09.2016 - 12.2021
- Processed and managed member accounts for saving, checking, and investment needs.
- Employed marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Recommended banking products and services to members based on individual requirements.
- Used consultative sales process and financial needs assessment to build thorough customer profiles.
- Smoothly opened, closed and updated accounts and savings plans for customers.
CCC-Personal Banker
New York Community Bank
Brooklyn, OH
01.2015 - 09.2016
- Processed and managed member accounts for saving, checking, and investment needs.
- Used consultative sales process and financial needs assessment to build thorough customer profiles.
- Developed relationships with customers, suggested suitable bank services, and met banking needs.
Claims Representative
Progressive Insurance
Mayfield, OH
05.2014 - 01.2015
- Gathered information to investigate claims filed for injury, personal property loss, or damage.
- Performed basic office and clerical duties to process claims, verify coverage, and review insurance cases.
- Stayed abreast of regulatory, compliance, and departmental updates to meet metric requirements.
Universal Banker
Citizens
Parma, OH
09.2012 - 04.2014
- Developed relationships with customers, suggested suitable bank services, and met banking needs.
- Coordinated opening and updating of accounts such as checking, savings, and CDs.
- Consistently met sales quotas by discussing bank products with customers, including loans, credit cards and lines of credit.
Teller
US Bank
Cleveland, Ohio
10.2008 - 09.2012
- Count, prepare, and process shipment.
- Used expert sales and service abilities to consistently achieve sales and referral goals.
- Updated customer accounts with new balance, payment, and transfer information.
- Process ATM
Education
Medical Assistant Certificate - Medical
Cleveland Institute of Dental-Medical Assistant
Cleveland, OHHigh School Diploma - Medical
East Technical High School
Cleveland, OHSkills
Led initiatives to optimize marketing strategies and drive sales growth Managed project timelines and resources to align with business objectives
Enhanced team collaboration by employing active listening to understand diverse perspectives
Oversaw account management and loan processing operations to enhance service delivery Coordinated with cross-functional teams to streamline application workflows Developed strategies to improve client satisfaction and retention rates
Utilized comprehensive computer skills to support project execution and team collaboration
Oversaw task delegation across teams to optimize project timelines Facilitated communication between departments to streamline operations
Engaged in strategic networking to foster relationships and support business development initiatives
Developed strategic partnerships to support organizational objectives and foster teamwork
CONTACT
- Ph: 216-396-0228
- Quaneicel@yahoo.com
- North Olmsted, OHIO 44070
Timeline
Operations Associate III, Trust Accounting
Equity Trust
12.2021 - Current
Relationship Banker II/ MOD
Chase Bank
09.2016 - 12.2021
CCC-Personal Banker
New York Community Bank
01.2015 - 09.2016
Claims Representative
Progressive Insurance
05.2014 - 01.2015
Universal Banker
Citizens
09.2012 - 04.2014
Teller
US Bank
10.2008 - 09.2012
Medical Assistant Certificate - Medical
Cleveland Institute of Dental-Medical Assistant
High School Diploma - Medical
East Technical High School