Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Zil Jones

Longview,TX

Summary

Motivated Relationship Banker enthusiastic about cultivating strong customer and community relationships. Friendly employee knowledgeable banking regulations and regulatory compliance. Offers great communication, collaboration and organizational skills.

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

3
3
years of professional experience

Work History

Relationship Banker

VeraBank
Longview, TX
01.2023 - Current
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Built long-term relationships with customers by providing personalized service and support.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.
  • Processed customer requests for withdrawals or transfers from existing accounts.
  • Maintained records of all customer interactions in a secure database system.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.

Patient Access Representative

Christus Health
Longview, TX
11.2020 - 01.2022
  • Greeted patients and visitors in a courteous and professional manner.
  • Verified insurance coverage for services provided by the facility.
  • Collected co-pays and other payments from patients at time of service.
  • Assisted with scheduling outpatient appointments.
  • Responded to patient inquiries regarding billing or financial matters.
  • Ensured accuracy of all data entered into computer system.
  • Scanned documents into electronic medical records system.
  • Performed pre-registration functions such as verifying demographic information, obtaining authorizations, and collecting deposits and co-payments.
  • Assisted with preparing daily cash reports for accounting department.
  • Maintained confidentiality of all patient information in accordance with HIPAA regulations.
  • Provided assistance to internal departments when needed.
  • Answered phones promptly in a professional manner.
  • Facilitated communication between patients, staff members, and third party payers.

Accountant Assistant

Caterpillar
PARAUAPEBAS, PA
Mar - 03.2014
  • Greeted patients and visitors in a courteous and professional manner.
  • Processed patient admissions, registrations, transfers, and discharges according to established procedures.
  • Verified insurance coverage for services provided by the facility.
  • Collected co-pays and other payments from patients at time of service.
  • Assisted with scheduling outpatient appointments.
  • Responded to patient inquiries regarding billing or financial matters.
  • Ensured accuracy of all data entered into computer system.
  • Scanned documents into electronic medical records system.
  • Performed pre-registration functions such as verifying demographic information, obtaining authorizations, and collecting deposits and co-payments.
  • Assisted with preparing daily cash reports for accounting department.
  • Maintained confidentiality of all patient information in accordance with HIPAA regulations.
  • Provided assistance to internal departments when needed.
  • Answered phones promptly in a professional manner.
  • Facilitated communication between patients, staff members, and third party payers.
  • Followed up on unpaid claims in a timely manner.
  • Reviewed account receivables for accuracy prior to sending out statements.
  • Actively participated in team meetings and training sessions.
  • Applied HIPAA privacy and security regulations while handling patient information.
  • Assisted in the preparation of financial statements, reports and records.
  • Maintained accounting ledgers by verifying and posting account transactions.
  • Processed invoices and reconciled accounts payable transactions.
  • Verified accuracy of invoices and other accounting documents or records.
  • Conducted monthly, quarterly, and annual closings to ensure accurate reporting.
  • Resolved discrepancies between payments received and outstanding invoices.
  • Prepared journal entries to record various business activities such as sales revenue, expenses.
  • Responded to inquiries from internal departments regarding financial results, special reporting requests and the like.
  • Ensured compliance with applicable government regulations related to accounting functions including filing of tax forms.
  • Performed clerical duties such as data entry into computer systems, scanning documents, filing paperwork.
  • Calculated taxes owed based on current regulations.

Education

High School Diploma -

Eldorado High School
Brasil
12-2000

Skills

  • Consumer Banking
  • Banking Product Sales
  • Customer Satisfaction
  • Account Monitoring
  • Financial Processes Understanding
  • Issues Resolution
  • Mobile Banking Support
  • Opening Accounts
  • Check Cashing And Withdrawals
  • Money Auditing
  • Transaction Processing
  • Creative Thinking
  • Customer Service

Languages

English
Professional
Spanish
Professional
Portuguese
Professional

References

References available upon request.

Timeline

Relationship Banker

VeraBank
01.2023 - Current

Patient Access Representative

Christus Health
11.2020 - 01.2022

Accountant Assistant

Caterpillar
Mar - 03.2014

High School Diploma -

Eldorado High School

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