Samantha Poulus

El Cajon,CA

Summary

Dynamic banking professional with experience at Chase Bank, excelling in financial management and relationship building. Proven track record in resolving complex client issues and maintaining meticulous records. Skilled in Microsoft Excel and known for exceptional attention to detail, ensuring accurate transactions and enhancing customer satisfaction.

Offering strong analytical skills and solid grasp of financial principles, eager to learn and develop in finance and administration environment. Contributes ability to quickly adapt to new systems and processes, ensuring smooth transition into role. Ready to use and develop budgeting and financial reporting skills.

Overview

years of professional experience

Work History

Associate Banker

Chase Bank

07.2022 - Current

Opened, closed, and updated accounts for customers.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
Investigated customer inquiries and resolved discrepancies in helpful and timely manner.

Teller

Wells Fargo

05.2021 - 07.2022

Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the business day. Responsible for opening back door of store for deliveries.
Completes product returns, order voids, customer refunds, cash drops to the safe, and provides change as requested to cash registers
Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill payment as necessary or as requested.
Models and delivers a distinctive and delightful customer experience
Responsible for holding store keys to open and close without management as necessary.
Assists with and coaches other team members to work with warehouse and vendor ordering process as the orders are created, reviewed, and received, including opening the backdoor for vendor deliveries.
Responsible and accountable for registering all related sales on assigned cash register, including records of scanning errors, price verification, items not on file, price modifications, and voids.
Assists manager or assistant store manager in reviewing order exceptions on order release day and assists in reverse logistics (e.g., 1506, returns, empty package).
Assists manager or assistant store manager in evaluating and developing displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions.
Maintains accurate inventory counts; maintains the accuracy of on-hand quantities including, but not limited to, basic departments, stockroom, and overstock locations.
Responsible for basic department pricing and making daily price changes; ensures proper signage is displayed at the store to support accurate pricing of products. Ensures any additional pricing tasks related to local regulations and/or regulatory compliance programs are completed accurately and within the required time frame.
Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance, including requesting store or system repairs as required in manager absence, or as requested by manager.
Assist at Pharmacy out window as requested.
Responsible for bag checks of team members before leaving the store.
Complies with all company policies and procedures; maintains respectful relationships with coworkers
Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
Maintained high accuracy in financial transactions, ensuring all cash and documentation were correct.

Bookkeeper

Royal Towing

12.2016 - 05.2021

Knowledgeable and capable in: Scanouts, Resets, Call ins/return, EOM cig inventory, anything related to photo (printers, canvas etc.), receiving milk orders, IC3 in pharmacy, replacing bales, receiving truck, and compass reports (finding outdated products)
Manage customer relations and customer service through daily communication and interaction
Confer with customers about concerns with products or services to resolve problems and drive sales
Maintain customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concerns
Exceed service objectives by applying proven customer service and sales best practices
Rotate stock correctly to prevent out-of-date products and removed aging items from main shelving to build special promotional displays
Change sales floor signs to show current pricing and support product promotions
Perform inventory control, such as counting and stocking merchandise
Maintain neat, orderly and safe work space
Respond to customer requests for products, services and company information
Provide customer service in photo department
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Reconciled and corrected issues with financial records.
Implemented a more efficient filing system for financial documents, improving accessibility and organization.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Completed tax forms in compliance with legal regulations.

Education

Bachelor of Science - Finance

San Diego State University

San Diego, CA

12-2024

Skills

Data visualization and presentations
Problem-solving
Preparing budgets
Excellent attention to detail
Project management
Investment analysis

Financial management
Relationship building
Records management
Microsoft Excel
Attention to detail
Presentation skills

Languages

Arabic

Timeline