SARA ULRICH
Moreno Valley,CA
Summary
Enthusiastic and professional representative. Eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in my career. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
8
8
years of professional experience
Work History
Accounting Support Specialist
Alta Vista Credit Union
Redlands, CA
04.2022 - Current
- Provided high level of member service through friendly approach, strong professionalism and timely assistance with member transactions.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Handled incoming and outgoing wire transfers as well as ACH transactions.
- Monitored daily system performance to ensure that any errors are addressed quickly.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Resolved account issues with strengths in research, problem-solving and solution development.
- Developed procedures for effective management of general ledger accounts.
- Participated in special projects as assigned by senior management team.
- Trained new employees on account support procedures and policies.
Professional Financial Representative III
California Coast Credit Union
San Diego, CA
01.2018 - 04.2022
- Networked to increase member base and encourage existing members to expand financial portfolios.
- Assisted members in establishing new accounting while cross selling products.
- Balanced cash drawers and vault accounts on daily basis with zero outages.
- Originated, submitted and funded loan applications and provided quotes for members.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Executed member transactions, including deposits, withdrawals, money orders and cashier checks in accordance with established procedure.
- Met or exceeded sales goals by promoting bank products and services.
Salon Customer Experience Specialist
JCPenney Salon
Moreno Valley, CA
10.2015 - 02.2018
- Operated cash register, collected payments and provided accurate change.
- Educated and recommended merchandise to customers based on needs and preferences.
- Utilized excellent communication skills by answering phones and creating appointments for clients.
- Maintained visually appealing and effective displays for entire store to drive sustained revenue and move target products.
Education
Associate of Applied Science - Social & Behavioral Studies
Riverside City College
Riverside, CA12-2022
Associate of Applied Science - Psychology
Riverside City College
12-2022
Skills
- Customer service-oriented
- Money handling
- Proficient in Communication
- Creative and Innovated
- Quick Learner
- Problem Anticipating and Resolution
Timeline
Accounting Support Specialist
Alta Vista Credit Union
04.2022 - Current
Professional Financial Representative III
California Coast Credit Union
01.2018 - 04.2022
Salon Customer Experience Specialist
JCPenney Salon
10.2015 - 02.2018
Associate of Applied Science - Social & Behavioral Studies
Riverside City College
Associate of Applied Science - Psychology
Riverside City College
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