Rachel Lewis
Tuscumbia
Summary
Dedicated to contributing to community growth through service in a dynamic business environment. Committed to leveraging skills and experience to foster positive relationships and drive success for the organization and its clients. Authorized to work in the U.S. for any employer. Bringing a strong work ethic and collaborative spirit to the team, eager to make a meaningful impact and help others thrive.
Experienced with administrative support and office coordination. Utilizes organizational skills to manage schedules and maintain records efficiently. Track record of effective communication and problem-solving in dynamic office environments.
Professional office support specialist with proven ability to manage administrative tasks efficiently and enhance workplace productivity. Strong focus on team collaboration, with adaptability to meet changing needs. Known for reliability, effective communication, and proficiency in scheduling, data management, and customer service, ensuring smooth operations and achieving results.
Overview
12
12
years of professional experience
Work History
Office Assistant
Jasmine Horton Agency Country Financial
Florence, AL
02.2026 - 05.2026
- Facilitated client appointment scheduling and coordination to streamline office operations.
- Assisted in preparation of client documentation, ensuring accuracy and compliance with company standards.
- Implemented and maintained an organized filing system for confidential client information to enhance data accessibility.
- Facilitated accurate financial reporting by managing data entry and processing invoices within bookkeeping operations.
- Managed scheduling and coordination of client appointments to optimize office workflow.
- Maintained organized filing system for confidential client information, enhancing retrieval efficiency.
- Supported bookkeeping tasks, including data entry and invoice processing, contributing to financial accuracy.
Office Administrative Assistant
Will Rayburn Financial Services LLC Country Financial
Sheffield, AL
05.2022 - 09.2025
- Managed scheduling and calendar coordination for executives, optimizing daily workflow.
- Developed and maintained filing systems, ensuring efficient document retrieval and organization.
- Assisted in preparation of financial reports, enhancing accuracy and consistency of information.
- Coordinated client communications, fostering strong relationships and improving service satisfaction.
- Streamlined office procedures, resulting in increased operational efficiency and reduced processing times.
- Trained new administrative staff on company policies and software systems, promoting team cohesion.
- Implemented inventory management system for office supplies, reducing costs through better tracking.
Universal Banker
PeoplesTrust Bank
Florence, AL
06.2020 - 04.2022
- Oversaw daily financial transactions and provided support for ATM operations. Managed account openings and closings for various account types, ensuring compliance with procedures. Enhanced customer satisfaction by delivering exceptional service and maintaining organized records.
- Delivered exceptional customer service, addressing inquiries and resolving issues efficiently.
- Processed transactions accurately, ensuring compliance with banking regulations and policies.
- Assisted clients in selecting appropriate financial products to meet their needs.
- Educated customers on digital banking tools, enhancing user experience and engagement.
- Conducted account maintenance, ensuring data integrity and accuracy in client records.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Sales Associate
Times Daily
Florence, AL
03.2018 - 05.2020
- Sales experience in online ads, newspaper ads, creating ads. As well as collecting for accounts. Customer service and on call visits. Filing and answering phones.
- Delivered exceptional customer service, enhancing client satisfaction and loyalty.
- Assisted in merchandising displays, optimizing product visibility and driving sales performance.
- Collaborated with team members to achieve sales targets, fostering a cooperative work environment.
- Analyzed customer feedback to identify trends, implementing strategies for improved service delivery.
- Developed promotional materials that effectively communicated product benefits to customers and increased engagement.
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Engaged with customers to build rapport and loyalty.
Bank Teller/ back office
First Southern Bank
Florence, AL
01.2014 - 11.2017
- Oversaw phone operations for five branches while serving as a courier. Produced financial statements and comprehensive reports. Supported customers with online banking solutions and debit card challenges. Delivered top-tier customer service across all interactions.
- Processed customer transactions efficiently, ensuring accuracy in cash handling and reconciliation.
- Assisted customers with account inquiries, providing guidance on products and services available.
- Maintained compliance with banking regulations, contributing to a secure transactional environment.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Counted and packaged currency and coins.
- Reconciled cash drawer and resolved discrepancies.
- Provided customer records, account statements and copies of checks.
- Educated customers on use of banking website and mobile apps.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
Education
Revenue -
Auburn University
Opelika, AL05-2002
Business Administration - undefined
UNA
Florence, AL05-1997
High school diploma - undefined
Deshler High School
Tuscumbia, AL05-1995
Skills
- Bank Reconciliation
- Payroll
- Accounts Receivable
- Accounting
- Typing
- Microsoft Office
- Accounts Payable
- Customer service
- Computer skills
- Phone triage
- Bookkeeping
- Balance Sheet Reconciliation
- Personal Assistant Experience
- Journal Entries
- Banking
- Office Management
- Courier
- Cash Handling
- Financial Services
- Account Reconciliation
- General Ledger Accounting
- Sales
- Account Management
- Financial Report Writing
- Positive attitude
- Time management
- Data entry
- File organization
- Office management
- File maintenance
- Prioritizing work
- Appointment scheduling
- Professional and mature
Timeline
Office Assistant
Jasmine Horton Agency Country Financial
02.2026 - 05.2026
Office Administrative Assistant
Will Rayburn Financial Services LLC Country Financial
05.2022 - 09.2025
Universal Banker
PeoplesTrust Bank
06.2020 - 04.2022
Sales Associate
Times Daily
03.2018 - 05.2020
Bank Teller/ back office
First Southern Bank
01.2014 - 11.2017
Business Administration - undefined
UNA
High school diploma - undefined
Deshler High School
Revenue -
Auburn University