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Customer Service Microsoft Office

Chicago, Illinois, United States
April 20, 2018

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Barbara Wright-Jones

***** * ******

Chicago, IL 60643

P: 773-***-****



Well qualified and results oriented in banking operations with over 12 years successful experience in positions of increasing responsibilities and duties. A team player with superb interpersonal communication skills. Proven track record in meeting, exceeding company overall objectives and goals, as well as customer expectations.

Career Experience


Accounting Office Associate 2011 - current

Responsibilities included:

Processing and maintain all currency

Prepare and maintain accounting records, files, transactions and other required documentation

Generate, interpret and analyze reports relating to cash, deposits and various financial transactions

Conduct research for accounting related activities, finalize the business day and process daily register activity

Bank of America 1999-2009

Case Prep, Research and Adjustments Department 2008-2009

Responsibilities included:

Research and verify data pertaining to the source and destination of the item.

Retrieve item copy on the Image View System, send correspondence and attach

to the case.

Prepare case for adjustment and forward to adjustment team for resolution.

Operations Associate, Research and Adjustments Department 2006-2008

Responsibilities included:

Exchanging and settling adjustments electronically with financial institutions via the EDI System.

Exchanging and settling adjustments through the National Settlement System to expedite processing of regional checks in Federal Reserve districts.

Preparing daily worksheets on Excel, displaying all transactions submitted to balance the internal ledger.

24 hour turnaround of same day settlements.

Account Specialist, Returns Department 2001-2006

Responsibilities included:

Investigating and analyzing incoming and outgoing return adjustment claim

Retrieval and submission of adjustment requests to the Federal Reserve Banks on-line via company website and other institutions for discrepancies or resolutions.

Adjusting and consulting with institutions regarding late claims, cash letters, collections and returned items.

Adjustment Clerk 1999-2001

Responsibilities included:

Analyzing requests and resolving discrepancies on adjustments from the forward side such as photo and originals and missing items.

Sending correspondence, contacting other institutions and customers to resolve adjustment errors.

Performing internal and external customer service to deliver high quality customer satisfaction.

Bank One 1997 - 1999

Demand Deposit, Transaction Processing Department 1998-1999

Responsibilities included:

Analyze premature CD and mutual fund rates according to the guidelines.

Input data to obtain credit reports and eligibility for bank cards.

Process claims, issue cashier checks and calculate interest rates for IRA and CD account

Telephone Banking, Transaction Processing Department 1997-1998

Responsibilities included:

Assisting customers in monetary transactions via telephone.

Verifying customers’ authorization for transactions, issue cashier checks and submit request for account closure.

Requesting proper information from customer to forward to correct department.

Computer associated tasks working with Microsoft Office, Metavante, Vista and Lotus Notes applications.


Kennedy King College Chicago, IL

AA Degree in Liberal Arts

University Of Illinois Chicago, IL

Enrolled in business courses

Information Professional – Real Estate School

Real Estate Salesperson Licensing Course Midlothian, IL

References available by request

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