Valerie Pidgen
Pound
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Successful at managing a fast-paced banking environment while providing clients with the products, assistance, and information they need to succeed. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Good sales and customer service abilities paired with in-depth knowledge of bank products and services.
Overview
19
19
years of professional experience
Work History
Universal Banker II
TRUIST
08.2018 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Referred customers to other banking departments for specialized services.
FRONT DESK RECEPTIONIST
Days Inn
12.2017 - Current
- Manage cash drawer
- Process credit cards and cash transactions
- Nightly audit of cash drawer and daily transactions
- Prepare financial reports for review
- Customer relations
- Book check ins & process check outs
BOOKKEEPER / FRONT OFFICE MANAGER
Coastline Manufacturing Co.
06.2013 - 07.2017
- Maintaining financial records, bookkeeping
- Reconciliation of bank statements
- Ledger entries, journal entries
- Customer relations
- Invoice entries and cross checking
- Assisted in preparing tax returns
- Prepare payroll
ACCOUNTS RECEIVABLE
Seamless Media Solutions
09.2006 - 08.2009
- Collected bills, checked payments
- Prepared accounting entries
- Bank reconciliation
- Ledger entries, entries of invoices
- Reviewed and corrected accounting entries
- Reconciled discrepancies
- Generated financial reports
Education
Bachelor of Science - Business Accounting
University of Phoenix
La Mirada, CA01.2012
Skills
- QuickBooks
- Microsoft Office Suite
- Word
- Excel
- Powerpoint
- Outlook
- 40 WPM
- Debt management
- Financial product sales
- Performance tracking
- Payment processing
Phone
cell, (276) 335-0593
Timeline
Universal Banker II
TRUIST
08.2018 - Current
FRONT DESK RECEPTIONIST
Days Inn
12.2017 - Current
BOOKKEEPER / FRONT OFFICE MANAGER
Coastline Manufacturing Co.
06.2013 - 07.2017
ACCOUNTS RECEIVABLE
Seamless Media Solutions
09.2006 - 08.2009
Bachelor of Science - Business Accounting
University of Phoenix
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