Summary
Overview
Work History
Education
Skills
Timeline
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ZANIYA WILSON

Owings Mills,MD

Summary

Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Offering 5 years of knowledgeable experience handling all finances for several institutions, including payroll, budgets, reports, audits, journals, expenditures and other payment managements. Diligently maintaining the latest training on tax regulations and legal issues impacting financial operations. Skilled in QuickBooks, tracking payments, researching discrepancies, reconciling and advanced knowledge of AP/AR, Payroll and taxation. Analytical, organized and meticulous professional ready to learn new skills and improve processes with due diligence and attention to detail. Collaborative thinker with leadership mentality to manage success with any team. A history of delivering quality strategic solutions to resolve challenges and propel strong business growth.

Overview

7
7
years of professional experience

Work History

Senior Account Specialist

Terminix
Owings Mills, MD
10.2021 - Current
  • Set up new customer accounts and updated existing profiles with latest information.
  • Adhered to standards of quality and service as well as all compliance requirements.
  • Completed routine and complex account updates to resolve problems.
  • Reviewed account activity to assess financial status and evaluate discrepancies.
  • Obtained pricing deals, negotiated contracts and solidified beneficial agreements.
  • Proposed additional service options to clients to capitalize on upsell opportunities.
  • Worked independently with minimal supervision.
  • Negotiated prices, terms of sales and service agreements.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Accountant Assistant

LGE ADVISORY SERVICES
Reisterstown, MD
09.2019 - 08.2021
  • Provided clerical support to all accounting professionals in department.
  • Answered phone calls regarding financial matters such as payments due.
  • Reconciled 20 company accounts for credit cards, employee expenses and commissions.
  • Monitored status of accounts receivable and payable to facilitate prompt processing.
  • Helped prepare month-end, quarterly and year-end closings.
  • Greeted and assisted visitors, taking messages and directing to appropriate personnel.
  • Typed up professional business correspondence, emails and official documents.
  • Took notes during client and internal meetings and typed well-organized and detailed summaries.
  • Produced and distributed invoices and financial documents.

Relationship Banker

TD Bank
Arnold, MD
05.2018 - 08.2019
  • Excelling in financial advising for all bank members needs to be met.
  • Viewed as finance professional who helps clients make decisions about their bank accounts, while also communicating bank policies and regulations.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Worked with clients to address and respond to client and partnership management issues.
  • Increased daily sales by 80% by up-selling wealth management and HELOC banking products and financial services to customers

Relationship Banker

M&T Bank
Owings Mills, MD
09.2017 - 05.2018
  • Meet with prospective clients in efforts to generate new business for their bank.
  • Advise current bank members on how to manage their accounts with bank.
  • Review bank policies and financial trends to provide clients with most beneficial financial advice.
  • Perform administrative duties such as answering phone calls, making copies or organizing files.
  • Cash handling teller drawers including random audits, ATM maintenance and other bank teller responsibilities.

Customer Service Representative

Bank Of America
Pikesville, MD
09.2015 - 09.2017
  • Handling and solving customer queries, completing complex financial transactions,
  • Verifying documents for accuracy, maintaining balanced cash drawer and also foreign currency transactions.
  • Educated customers on use of banking website and mobile apps.
  • Placed orders for customer checks and verified starting numbers.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.

Education

Associate Degree - Finance

The Community College of Baltimore County
Catonsville, MD
05.2023

Skills

  • Attention to Detail
  • Collections Management
  • Documentation and Reporting
  • Verbal and Written Communication
  • Bank Reconciliation
  • Problem-Solving
  • QuickBooks
  • Payment Processing
  • Tax Reports Preparation
  • MS Office
  • Payroll Management and Disbursement

Timeline

Senior Account Specialist

Terminix
10.2021 - Current

Accountant Assistant

LGE ADVISORY SERVICES
09.2019 - 08.2021

Relationship Banker

TD Bank
05.2018 - 08.2019

Relationship Banker

M&T Bank
09.2017 - 05.2018

Customer Service Representative

Bank Of America
09.2015 - 09.2017

Associate Degree - Finance

The Community College of Baltimore County

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ZANIYA WILSON