Customer Service Accounting Assistant

Dhwani Bhatt

Bethlehem, PA *****

Cell: 609-***-**** Email: ******.*****@*******.***

Executive Summary:

Persuasive and analytical professional as an Account Representative for a range of product service and client types. High level communication instincts and a strong ability to engage new and existing customers in conversations to discover opportunities and generate shared values.

Core Skills/Experience:

Accounts receivable/payable Bank reconciliations

Financial statement analysis Invoicing and Payments

proficient with MS Office Clerical Support

Customer service oriented Energetic work attitude

Experience:

Personal Banker 02/10/2015 – 12/16/2016

PNC Bank, Whitehall, PA

Help new and existing customer with various account issues.

Provide information and assistance with different banking products available to customer which meets their needs.

Assisted with all new account opening and business deposits using internal banking IT systems.

Conducted individual financial analysis to determine appropriate loan and credit options available to customers to help them meet their banking needs.

Maintained and updated customer profile on a regular basis.

Helped customers with email, internet and telephone banking.

Achieved team goals set for each quarter to meet business requirement and customer satisfaction.

Enter all transactions into bank’s database and make sure that accuracy is maintained.

Accounting Assistant 02/01/2013 – 09/20/2014

The Learning Hub, London, UK

Managed financial departments with responsibilities for Budgets, Forecasting, Payroll, Account Payable and Receivables.

Processed customer payments.

Assisted with audit preparation and end of year closing.

Monitored and recorded company expenses.

Analysed costs and revenues for future summer camp and holiday workshop.

Accounting Assistant 08/08/2011 - 12/01/2012

HBL Global Pvt Ltd. (HDFC Bank), Ahmedabad, India

Managing and maintaining auto loan applications made by customers via telephones and emails.

Organizing and managing the portfolio related to auto loans and updating the files of the customers with necessary documents.

Creating and manging reports for accounting staff.

Maintaining reports and stats of all applications processed by sales and team of entire state and reporting it to head office.

Checking the all current applications make sure that it has the required documentation to fulfil the application requirement.

Educational qualifications:

Degree University Year of achievement

MASTERS OF COMMERCE Gujarat University 2011 (Accountancy) S. M. Patel College of Commerce

BACHELOR OF COMMERCE Gujarat University 2009 (Advanced Accountancy) H.L. College of Commerce

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