Summary
Overview
Work History
Education
Skills
Timeline
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Tajuana Peterson

Winterville,NC

Summary

Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

8
8
years of professional experience

Work History

Tax Preparer

T&A Professional Services
Greenville, NC
01.2020 - Current
  • Analyzed financial information such as income statements and balance sheets to calculate tax liability.
  • Researched federal, state, and local laws to ensure compliance with regulations.
  • Compiled data from clients to accurately complete tax forms.
  • Reviewed prior year's returns for accuracy and completeness before submitting them.

Float SSR

First Citizens Bank & Trust
Greenville, NC
09.2022 - 02.2024
  • Ensured compliance with established internal control procedures.
  • Balanced cash drawers daily.
  • Verified customer identification documents in compliance with Bank Secrecy Act regulations.

Bank Teller

Woodforest National Bank
Williamston, NC
06.2020 - 09.2022
  • Assisted customers with basic technical issues related to digital banking platforms.
  • Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
  • Prepared reports on transaction activity for management review.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.

Customer Service Operator

Walmart Market
Winterville, NC
02.2016 - 04.2018
  • Maintained a high level of professionalism when dealing with difficult customers.
  • Provided exceptional customer service to ensure customer satisfaction.
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Assisted customers with price checks, lifting heavy items and addressing other inquiries.

Education

Associate of Arts - Barbering

MCCLAINS BARBER SCHOOL
Wilson,NC
06-2006

Skills

  • Tax reporting
  • Benefits documentation
  • Individual returns preparation
  • Risk Management
  • Sarbanes Oxley compliance
  • Documentation filing

Timeline

Float SSR

First Citizens Bank & Trust
09.2022 - 02.2024

Bank Teller

Woodforest National Bank
06.2020 - 09.2022

Tax Preparer

T&A Professional Services
01.2020 - Current

Customer Service Operator

Walmart Market
02.2016 - 04.2018

Associate of Arts - Barbering

MCCLAINS BARBER SCHOOL

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Tajuana Peterson