Sheree Richardson
Upper Marlboro,MD
Summary
Dedicated Office Assistant with over 17 successful years of clerical experience in busy office environments achieving superior levels of administrative effectiveness. Excels in telephone support and greeting arriving visitors. Strong knowledge of Microsoft Office (Word and Excel) and history achieving high data output. Skilled at helping customers and business accounts to meet financial needs. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
24
24
years of professional experience
Work History
Universal Banker
Truist
10.2021 - Current
- Balanced vault at the end of the day and secured monies in accordance with established procedures
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Trained new tellers in processes for financial institutions, answering questions and providing guidance
- Received and shipped currency and coin via armored carriers and registered mail
- Managed vault operations in the absence of Lead Vault Teller and Supervisor
- Adhere to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Assisted Program Director
SHABACH! Christian Learning Center
01.2005 - 01.2020
- Performed administrative duties including photocopying and filing while greeting visitors and responding to questions
- Assisted in answering incoming calls and responding to emails (avg 20/day) and transferred them to the applicable members and staff
- Recruited and onboarded a team of 18
- Apply problem-solving skills to resolve customers inquiries and problems through effective interaction
- Coordinate After-School registration and Summer Enrichment registration
- Maintained confidentiality of sensitive company information while handling sensitive documents and communications.
- Monitored and tracked budgets and expenses using Microsoft Excel Spreadsheet
- Edited documents to keep company materials free of grammar errors using Microsoft Word.
- Purchase and maintain office supply inventories, always being careful to adhere to budgeting practices
- Organized and scheduled appointments for new families
- Increased department efficiency by managing correspondence, answering phones, and directing inquiries to appropriate personnel.
- Ensures coordination of events (Summer orientation, Before and After Care orientation, Spelling Bee, Honor Roll Assembly)
- Entered new family's information into the school database and update existing families information.
Group Leader Teacher
SHABACH! Christian Learning Center
01.2003 - 01.2005
- Met with parents; maintained discipline in the classroom; simplify lesson plans in line with school theme; and assist students with homework
- Responsible for teaching and supervising a group during the program hours as assigned by the Director
- Deliver creative and interactive activities to an average of 15 students between 5-12 years of age
- Developed and coordinated field trips for students and received 95% positive feedback from parents and students
- Assure that all equipment is put away and secured at the end of the day
- Consistently communicated with parents to report on students' behavior, social, and developmental progress; as well as note on any observed health condition.
Customer Service Representative (Bank Teller)
Chevy Chase Bank
01.2001 - 01.2003
- Process standard teller transactions for customers including serving client accounts, accepting loan payment, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposit, and correcting discrepancies
- Balanced Automated Teller Machine often totaling more than $100,000
- Process 25+ customer transaction per hour with extreme attention to detail
- Selling and redeeming U.S
- Savings bonds applications to the Federal Reserve as needed
- Assisted the Lead Teller with audits and daily balancing of the vault
- Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience
- Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
Education
Prince George's Community College
Upper Marlboro, MDNational Seminars Training
Skills
- Policy and Procedure improvements
- CPR/First Aide Certified
- Customer Support Experience
- Knowledge in standard office equipment (computer, telephone, copier, typewriter, calculator)
- Effective organizational, planning and time management Skills
- Administrative Support
- Effective Problem Solving
- Microsoft Suite (Word, Outlook, Excel, Powerpoint)
- Budget
- Money Handling abilities
- Receptionist
- Scheduling and calendar management
- Data Entry
- Maintaining records
- Filing systems
- Spreadsheet Creation
- Clerical Support
Timeline
Universal Banker
Truist
10.2021 - Current
Assisted Program Director
SHABACH! Christian Learning Center
01.2005 - 01.2020
Group Leader Teacher
SHABACH! Christian Learning Center
01.2003 - 01.2005
Customer Service Representative (Bank Teller)
Chevy Chase Bank
01.2001 - 01.2003
Prince George's Community College
National Seminars Training