Valerie Banister
Milwaukee,WI
Summary
Excellent personal motivation with a proven ability to build and work collaboratively in a strong team concept environment, and independently. Focused, versatile, dependable, multitask oriented, flexible, positive, able to adapt effectively to challenging and emergency situations. Well-developed skills in prioritizing, organization, decision making, time management, verbal/written communication and mathematical skills. Able to deal courteously, professionally and tactfully with the public in a variety of circumstances. Excellent background in all aspects of customer service. Strong skills in Microsoft Word/Excel/PowerPoint.
Overview
8
8
years of professional experience
Work History
Administration/Tax Accountant 1
FIS Global
Milwaukee, WI
01.2023 - Current
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Responded to tax authorities and IRS notifications to discuss tax matters.
- Accurately filed federal and state income taxes for large organization following strict deadlines.
- Performed data import, scanning or manual keying processes to verify invoice accuracy.
- Verified, classified, computed, posted and recorded accounts payable data and reconciled daily totals to confirm proper accounting.
- Assisted with audits by providing required documentation and information.
Customer Service Representative
Community Financial Service Center
Milwaukee, WI
10.2021 - 10.2023
- Provide outstanding customer service to ensure repeat business
- Ensuring all transactions are completed in compliance with federal, state and local regulations
- Maintaining a balance cash drawer
- Using multiple computer applications to access information and process transactions
- Handle in coming phone calls, faxes and assist in training
- Assisted customers in making payments on accounts
- Set up and activated customer accounts.
Payment Specialist
Sixteenth Street Community Health Center
Milwaukee, WI
05.2022 - 12.2022
- Prepare and maintain customer accounts (Excel)
- troubleshooting
- Handle cash, checks , credit card, EFT payments and adjustments
- Prepare and balance daily batch deposit
- Assist in training
- Performed data import, scanning or manual keying processes to verify invoice accuracy.
Cage/Vault Cashier
Potawatomi Hotel & Casino
Milwaukee, WI
05.2021 - 10.2021
- Maintain security and accountability of assigned bankroll, inventory, and related transactions during an assigned shift
- Maintain accurate records and paperwork.
- Research and resolve any variance errors that may arise during the shift.
- Perform drop functions on kiosks to include replenishment, reconciliation, and address common quest service issues.
- Prepare, distribute and document bankroll and inventory items to team members using computer software or manual processes.
- Prepare and record bank deposits.
- Perform exchanges of currency and negotiable items with team members.
- Cross train and work in all areas of Cage Inventory Operations.
Tax Preparer|Back up Site Coordinator
Social Development Commission
Milwaukee, WI
12.2016 - 05.2020
- Prepared Federal and State taxes and Homestead
- Interviewed, reviewed documents, scheduled appointments, handled and resolved clients concerns.
- Supervised staff, guiding and training throughout daily tasks.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Filed electronically through approved software programs.
Customer Service Representative
Family Dollar
Milwaukee, WI
01.2016 - 01.2018
- Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answering questions regarding the store and merchandise.
- Worked closely with front-end staff to assist customers.
- Trained new team members in cash register operation, stock procedures and customer service.
- Counted and balanced cashier drawers.
Education
Milwaukee Area Technical College
(Some College)
Milwaukee, WISkills
- Payment Processing
- Public Assistance Programs
- Client Engagement
- Mortgage Accounting (10yrs)
- Adjustment Posting
- Accounts Receivable/Payable
- Financial Statements
- Tax Preparer (over 10yrs)
- Economic Support Specialist(7yrs)
- Caseload Management
- Cash Drawer Reconciliation
- Opening and Closing Procedures
- Cash Handling
Timeline
Administration/Tax Accountant 1
FIS Global
01.2023 - Current
Payment Specialist
Sixteenth Street Community Health Center
05.2022 - 12.2022
Customer Service Representative
Community Financial Service Center
10.2021 - 10.2023
Cage/Vault Cashier
Potawatomi Hotel & Casino
05.2021 - 10.2021
Tax Preparer|Back up Site Coordinator
Social Development Commission
12.2016 - 05.2020
Customer Service Representative
Family Dollar
01.2016 - 01.2018
Milwaukee Area Technical College
(Some College)
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