Jennifer Huffman
Deltona,FL
Summary
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Friendly professional committed to maintaining high customer service ratings and presenting professional image. Experienced in expertly handling high volume of banking transactions per day and interacting with customers. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties.
Talented tax preparation professional with expertise in completing returns accurately and efficiently.
Overview
17
17
years of professional experience
Work History
Tax Preparer/Bookkeeper
Huffman Services LLC
Deltona, FL
01.2019 - Current
- Finalized and processed paperwork with local, state and federal government authorities.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
- Used tax form instructions and tables to complete tax forms.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
Personal Banker
Fifth Third Bank
Deland, FL
09.2018 - 11.2022
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Assisted and advised customers on using online and mobile banking systems.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Created strategic financial solutions to suit individualized client needs.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
Personal Banker
Bank of America
Deltona, FL
04.2007 - 11.2022
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Referred customers to appropriate bank personnel to meet financial needs.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Maintained customer data confidentiality while inputting information into system.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Education
High School Diploma -
U.S.M.A.
12.1994
Skills
- Organization Skills
- Tax Accounting
- Tax Return Preparation
- Financial Statements
- Relationship Building
- Bookkeeping
- Account Reconciliation
- Risk Management
- Banking Policies and Procedures
- Customer Service
- Cross-Selling and Upselling
- Branch operations
- Banking regulations
- Teller Support
- Financial Advising
- Portfolio Management
- Client Relationship Management
- Sales strategy
Languages
Spanish
Professional
Timeline
Tax Preparer/Bookkeeper
Huffman Services LLC
01.2019 - Current
Personal Banker
Fifth Third Bank
09.2018 - 11.2022
Personal Banker
Bank of America
04.2007 - 11.2022
High School Diploma -
U.S.M.A.
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