Stephanie Burns
Parkersburg
Summary
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Universal Banker
Lincoln Savings Bank
08.2023 - 08.2025
- A customer-facing position in a bank. My responsibilities include opening new accounts, assisting customers with transactions, reviewing documents for accuracy or legal compliance, and verifying the identity of account holders.
Assistant Manager/Sales Associate
OnMedia
03.2023 - 08.2023
- I manage three account executives and make sure that all the sales that they make on their ads are put on billing correctly and digital is put on to be a commercial.
DB Processor
Transamerica
03.2022 - 02.2023
- This is a work from home contract job. I look through forms to make sure everything looks good and process payments for pension plans. I also go through audits. This is a temp job I really enjoy but it can end at anytime.
Administrative Assistant/Bookkeeper
Ball, Kirk & Holm
12.2021 - 03.2022
- Manage and ensure accurate payment of bills, invoices, and settlements with high attention to detail required for legal trust reconciliation requirements, Organization with filing. Write checks weekly for bills, Reconciliation of 3 ledgers.
Administrative Assistant
Express Employment Professionals (Gubbels 1 Hr Heating And Air Conditioning)
06.2021 - 08.2021
- I was hired to help them catch up on warranties, entering equipment, and registering and other office tasks that they fell behind on during the pandemic. We are now caught up completely they figured it would take longer but I caught them up quicker than they thought I would and now they have no work for me.
Filing Clerk
Express Employment Professionals
10.2020 - 02.2021
- I started the position filing from their March Invoices and orders and also helped out in the shipping department.
Associate
Kohl's
10.2019 - 07.2020
- I was a cashier at the women and men's register. I also worked at the jewelry counter on sales and recovery which includes organizing the clothes on racks and shelves. I took credit card payments and pulled items from boxes to be processed.
Customer Service Associate
Standard Golf Company
06.2018 - 11.2019
- I took online orders, processed Accounts Receivable cash receipts, served as a Customer Service Representative and backed-up the Receptionist.
Customer Service Associate
US Cellular
09.2017 - 01.2018
- I sold phones, contacted customers when their orders were received, replenished the shelves with products, and processed order payments.
Intake Processor
VGM
08.2016 - 07.2017
- As a claim receptionist and coder, I remitted patient data to billing and/or Patient Care Coordinator (PCC). I utilized an unprocessed grid via an inner-office database to locate patient's bills, balanced payments to billings that were forward to PCC and utilized PC programs for contact and data trails.
General Office Manager
AP Appliance Heating & Cooling
03.2012 - 06.2016
- In the owner's absence, I performed the various office duties that included general accounting, scheduling incoming service calls, handling sales and customer service, and operating a multi-line phone.
Education
High school diploma - undefined
Parkersburg High School
Skills
- Microsoft Office
- Customer service
- Pricing
- Accounts Receivable
- Negotiation
- Live chat
- Account Reconciliation
- Accounting software
- Sage
- Remote access software
- Bookkeeping
- Driving
- Payroll
- Computer skills
- Bank Reconciliation
- Office Management
- Data entry
- Filing
- Billing
- Accounting
- Front desk duties
- Operating a multi-line phone system
- Accounts Payable
- Google Docs
- QuickBooks
- Balance Sheet Reconciliation
- Sales
- Handling inventory
- Problem resolution
- Office experience
- Administrative experience
- Clerical Experience
- Retail sales
- General Ledger Accounting
- Service Titan
- Windows
- Journal Entries
- Intake
- Management
Certification
Certified Notary Public
Accomplishments
Promoted to online media manager for our branch to showcase my talents in marketing.
Timeline
Universal Banker
Lincoln Savings Bank
08.2023 - 08.2025
Assistant Manager/Sales Associate
OnMedia
03.2023 - 08.2023
DB Processor
Transamerica
03.2022 - 02.2023
Administrative Assistant/Bookkeeper
Ball, Kirk & Holm
12.2021 - 03.2022
Administrative Assistant
Express Employment Professionals (Gubbels 1 Hr Heating And Air Conditioning)
06.2021 - 08.2021
Filing Clerk
Express Employment Professionals
10.2020 - 02.2021
Associate
Kohl's
10.2019 - 07.2020
Customer Service Associate
Standard Golf Company
06.2018 - 11.2019
Customer Service Associate
US Cellular
09.2017 - 01.2018
Intake Processor
VGM
08.2016 - 07.2017
General Office Manager
AP Appliance Heating & Cooling
03.2012 - 06.2016
High school diploma - undefined
Parkersburg High School
Similar Profiles
Lesley PetersonLesley Peterson
Credit Underwriter /Portfolio Manager at Lincoln Savings BankCredit Underwriter /Portfolio Manager at Lincoln Savings Bank
Shari VohsmannShari Vohsmann
CSR at Lincoln Savings BankCSR at Lincoln Savings Bank
Manpreet KaurManpreet Kaur
Universal Banker at Lincoln Savings BankUniversal Banker at Lincoln Savings Bank
Jordan FoxJordan Fox
Membership Director at Parkersburg YMCAMembership Director at Parkersburg YMCA
Catherine N. GreenCatherine N. Green
NA at WV DOTNA at WV DOT