Stephanie Simplice
Norwich,CT
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
18
18
years of professional experience
Work History
Self-Employed
Steflorah Tax & Multi Services LLC
Norwich, CT
01.2015 - 05.2025
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Identified potential deductions to minimize clients' tax liabilities.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
- Negotiated terms of policy with clients to ensure maximum benefit for both parties.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Collaborated with other departments such as underwriting or claims processing teams.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Educated clients on various types of life insurance policies available in the market.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Followed up with customers to ensure satisfaction with services provided.
- Ensured that all policies related to money transfers were followed at all times.
- Conducted customer service activities in order to facilitate money transfer transactions.
- Participated in training sessions aimed at enhancing knowledge of financial regulations.
- Monitored compliance with applicable regulations, laws, rules and procedures.
Banker
Mohegan Sun Casino
Uncasville, CT
04.2014 - 07.2014
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Verified customer identity using government-issued identification documents.
- Processed loan applications and prepared relevant documents for approval.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Substitute Teacher
Palm Beach County School District
West Palm Beach, FL
01.2013 - 03.2014
- Utilized various teaching methods such as lectures, discussions, audio-visual presentations.
- Organized lesson plans and activities for students.
- Maintained a safe learning environment by enforcing school rules and regulations.
- Provided instruction and guidance to students in the absence of a regular teacher.
Sr. Bank Teller
JPMorgan Chase
Delray Beach, FL
05.2007 - 12.2012
- Managed daily banking operations, including opening and closing of the bank.
- Assisted with training of newly hired tellers on operational processes.
- Analyzed customer needs through conversations with them and offered appropriate solutions.
- Ensured adherence to Bank Secrecy Act regulations during all transactions.
- Reconciled discrepancies between cash drawer totals and computer records.
- Reviewed account activity reports for suspicious activities or potential fraud cases.
- Cross-sold bank products such as credit cards or investments to customers.
- Provided assistance to colleagues when needed during peak times or busy periods.
- Maintained up-to-date knowledge of applicable laws and regulations governing financial institution activities.
- Processed deposits, withdrawals, loan payments, cash advances and transfers for customers.
- Identified opportunities to refer customers to other lines of business within the bank.
- Performed safe deposit box maintenance duties when necessary.
- Assisted with new account openings, including verifying customer identity documents.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Education
Associate of Applied Science - Business
Everest Institute
Pompano Beach, FL06-2014
Some College (No Degree) - Massage Therapy
Florida Career College
West Palm Beach, FL12-2006
High School Diploma -
Spanish River High School
Boca Raton, FL05-2003
Bachelor of Science - Accounting
South University
West Palm Beach, FLSkills
- Financial analysis
- Tax preparation
- Regulatory compliance
- Customer service
- Policy negotiation
- Market analysis
- Problem solving
- Team collaboration
- Time management
- Client relationship management
- Strong work ethic
- Accounting systems and software
- Financial advising
- Banking product sales
- MS office proficient
- Compliance, banking laws, and regulations
- Professionalism and courtesy
- Customer relationship building
Accomplishments
Graduated with High Honors
3.67 GPA
Dean List and Present list
City of Norwich Leadership and Community award
State of Connecticut Community Diversity Support Certificate
Languages
French
Limited
Haitian Creole
Full Professional
References
References available upon request.
Timeline
Self-Employed
Steflorah Tax & Multi Services LLC
01.2015 - 05.2025
Banker
Mohegan Sun Casino
04.2014 - 07.2014
Substitute Teacher
Palm Beach County School District
01.2013 - 03.2014
Sr. Bank Teller
JPMorgan Chase
05.2007 - 12.2012
Associate of Applied Science - Business
Everest Institute
Some College (No Degree) - Massage Therapy
Florida Career College
High School Diploma -
Spanish River High School
Bachelor of Science - Accounting
South University