Summary
Overview
Work History
Skills
References
Timeline
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Sarah Kaplan

Atlanta,GA

Summary

I am a highly motivated and a hard working employee with the desire to take on new challenges. I have a strong work ethic, adaptability and great interpersonal skills. I am a hardworking employee with customer service and multitasking skills, I also posses great time management as well all while being fully devoted to giving every single customer a positive experience.

Overview

18
18
years of professional experience

Work History

Tax Preparer

HR Block
Atlanta , GA
01.2021 - Current
  • Compiled data from clients to accurately complete tax forms.
  • Maintained accurate records of all client transactions and filings.
  • Reviewed prior year's returns for accuracy and completeness before submitting them.
  • Assisted customers with any questions they had about their taxes or filing status.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.

  • Answered customer inquiries and provided accurate information regarding products and services.
  • Assisted customers with making payments or establishing payment plans to bring accounts current.

Universal Banker

Truist Bank
Atlanta, GA
05.2021 - 12.2023
  • Serviced Clients by completing account transactions
  • Provide account services to clients by handling deposits, loan payments (ie mortgage, car loans, credit card, personal loan), cashing checks, checking and savings withdrawals, and recording night deposits
  • Sales of cashier checks and money orders and cashing or depositing savings bonds
  • The completion of CTR and UFO reports
  • Assisted customers with online banking setup and troubleshooting issues.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Verified customer identity through driver's license or other forms of identification.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Comply with all bank and branch operations and security procedures by participating in all dual control functions.
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.

Event Coordinator

Accent Limo
Milford, MA
02.2015 - 04.2021
  • Coordinated schedules and timelines for events
  • Managed administrative logistics of events planning, event booking and event promotions
  • Performed event coordination for larger parties and gatherings
  • Selected and ordered décor and event materials
  • Fostered relationships with local and national wedding suppliers to obtain best price, quality, and delivery of products.
  • Developed event themes and concepts to ensure successful execution of events.
  • Monitored budgeting process for each event to ensure cost efficiency.
  • Collaborated with clients to identify their goals and expectations from the event.

Customer Service Associate

Stop And Shop Supermarket
Providence, RI
04.2006 - 08.2012
  • Performed western union transactions, cashing payroll checks, money order sales, product refunds, lottery
  • Maintained a accurate draw count before and after shift
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction
  • Developed and actualized customer service initiatives to decrease wait times
  • Resolved concerns with products or services to help with retention and drive sales
  • Collected customer feedback and made process changes to exceed customer satisfaction goals
  • Improved operational efficiencies while managing customers requests, store inventory, transactions, new purchase orders and pricing needs
  • Answered constant flow of customer calls with minimal wait times
  • Recommended products to customers, thoroughly explaining details
  • Cultivated customer loyalty, promoted repeat business and improved sales.

Skills

  • Financial Advising
  • Payment Processing
  • Document Preparation
  • Transaction Processing
  • Deposit Processing
  • Wire Transfers
  • Financial Planning
  • Tax Knowledge
  • Branch Operations
  • Tax Advising
  • Tax Return Preparation
  • Organization Skills
  • Legal Research

References

References available upon request.

Timeline

Universal Banker

Truist Bank
05.2021 - 12.2023

Tax Preparer

HR Block
01.2021 - Current

Event Coordinator

Accent Limo
02.2015 - 04.2021

Customer Service Associate

Stop And Shop Supermarket
04.2006 - 08.2012

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Sarah Kaplan