Sara Bunton
BLOOMINGTON,IL
Summary
I am relocating to Cape Coral, Florida Februrary 1st.
Experienced with handling customer interactions and resolving issues promptly. Utilizes communication and empathy to build strong customer relationships. Track record of maintaining high customer satisfaction and fostering loyalty.
Knowledgeable Treasury Accountant with background in managing cash flow, liquidity, and financial risk. Provided strategic support in optimizing banking operations and improving treasury functions. Demonstrated analytical and problem-solving skills, along with effective communication and collaboration abilities.
Business professional prepared for leadership role with extensive experience in managing operations and driving business success. Proven track record of effectively overseeing daily operations, implementing strategic plans, and optimizing resources. Highly focused on team collaboration and achieving results, with reputation for reliability and adaptability. Expertise in financial management, staff development, and customer relations.
Overview
18
18
years of professional experience
Work History
Treasury Accountant
Bloomington Collision Repair Inc.
Bloomington, IL
01.2020 - Current
- Coordinated daily operations, enhancing workflow efficiency across departments.
- Developed and maintained customer relationships, ensuring high satisfaction levels through effective communication.
- Assisted in implementing process improvements, reducing turnaround time for repairs.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Oversaw scheduling and logistics for repair jobs, maximizing shop productivity and minimizing downtime.
- Assisted in budget preparation, monitoring expenses to ensure adherence to financial goals set by the owner.
- Supported business development initiatives through proactive outreach efforts targeting potential leads within targeted markets.
- Managed appointment scheduling, ensuring timely consultations with clients and optimal use of owner''s time.
- Maintained an up-to-date knowledge of industry trends, enabling informed recommendations on products or services best suited to client needs.
- Greeted guests in with friendliness and professionalism.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Filed paperwork and organized computer-based information.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Updated and maintained confidential databases and records.
- Created and managed office systems to efficiently deal with documentation.
- Entered all invoices in to quickbooks daily
- Daily deposits
- Managed daily cash flow and reconciled bank statements to ensure accurate financial records.
- Led initiatives to optimize cash reserves, contributing to overall financial stability of the organization.
- Enhanced financial reporting accuracy by conducting thorough daily bank reconciliations for company accounts.
- Streamlined cash management processes, implementing efficient payment and receipt tracking systems.
- Assisted in formulating treasury policies that aligned with organizational objectives while adhering to regulatory guidelines effectively mitigating financial risks faced by the company at all times.
- Managed front desk operations, ensuring efficient guest check-in and check-out processes.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
Insurance Producer
John Zaisier - Country Financial
Mackinaw, IL
04.2015 - 11.2015
- Developed and implemented insurance solutions tailored to client needs.
- Cultivated relationships with clients to enhance customer satisfaction and retention.
- Collaborated with underwriting teams to streamline policy issuance processes.
- Worked in high-volume, competitive sales environment.
- Implemented marketing strategies to generate new leads and expand the client base.
- Managed a high volume of daily tasks while maintaining a focus on providing quality customer service.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Improved cross-selling strategy by analyzing existing client portfolios for potential upsell opportunities.
- Set up policies and completed all documentation.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Met with customers to provide information about available products and policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collected payments
- Daily deposits
Insurance Producer
Greg Ladendorf - State Farm Agency
Pekin, IL
11.2007 - 04.2015
- Cultivated relationships with clients to enhance customer satisfaction and retention.
- Mentored junior producers on best practices in sales and client management.
- Presented insurance products effectively, addressing client inquiries and concerns.
- upsold products to policyholders and potential clients
- Pursued continued professional development through insurance workshops,course,and webinars.
- Skillfully and patiently explained coverage options to potential policyholders,answering any questions or concerns.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Greeted customers to facilitate services, determine service needs and accurately input orders into electronic systems.
- Informed customers about billing procedures, processed payments and provided payment options.
- Daily deposits
Education
GED -
Pekin Community High School
Pekin, IL05-2005
Skills
- Month end close
- Journal entries
- Bank reconciliation
- Accounts receivable
- Cash management
- Accounts payable
- Teamwork
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Excellent communication
- Critical thinking
- Relationship building
Timeline
Treasury Accountant
Bloomington Collision Repair Inc.
01.2020 - Current
Insurance Producer
John Zaisier - Country Financial
04.2015 - 11.2015
Insurance Producer
Greg Ladendorf - State Farm Agency
11.2007 - 04.2015
GED -
Pekin Community High School