ad34k2@r.postjobfree.com Kimberly Goose Creek, SC, Segars **445, US +1-803-***-****

WORK HISTORY

Customer Service Representative (Sales and Related) at Td Bank 10/2022 - 10/2023 (1 year)

Refer unresolved customer grievances to designated departments for further investigation.

Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.

Check to ensure that appropriate changes were made to resolve customers' problems.

Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.

Solicit sales of new or additional services or products. Determine charges for services requested, collect deposits or payments, or arrange for billing.

Opening / closing accounts per customer request.

Cross trained to work both teller and platform side. Cash handleing

Bookkeeper at Self Employeed

04/2013 - 10/2023 (11 years)

Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents. Compile budget data and documents, based on estimated revenues and expenses and previous budgets.

Reconcile records of bank transactions.

Operate computers programmed with accounting software to record, store, and analyze information.

Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.

Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.

Compare computer printouts to manually maintained journals to determine if they match.

Perform general office duties, such as filing, answering telephones, and handling routine correspondence.

Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.

Match order forms with invoices, and record the necessary information. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.

Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures. Compute deductions for income and social security taxes. Receive, record, and bank cash, checks, and vouchers. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.

Perform personal bookkeeping services.

Prepare and process payroll information.

Calculate and prepare checks for utilities, taxes, and other payments. Customer Service Representative (Sales and Related) at 1st Franklin Financial Corporation

08/2007 - 09/2010 (3 years)

Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.

Check to ensure that appropriate changes were made to resolve customers' problems.

Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Solicit sales of new or additional services or products. Determine charges for services requested, collect deposits or payments, or arrange for billing.

Keep records and files and monthly expenses in a roatating file order. Open / close 30 loans a month.

Delinquent call list every day

EDUCATION

Daniels christian school

Graduated 2012

High School in None

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