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Customer Service Manager

Lansdale, Pennsylvania, United States
August 21, 2018

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

Lansdale PA 19446 mobile: 215-***-****


Over 18 years’ experience in Banking, Accounting and Administrative roles in organizations where communication and multi-tasking are critical. The ability to adapt to new software, computer savvy and works well in a fast-paced environment.

Summary of Skills include:

●Accounts Receivables/ Accounts Payable

●Customer Service Focus

●Payroll, Record Keeping and Tracking

●Problem Resolution

●Reconciliations, Financial Reporting

●Trust Administration, Review legal documents

Computer Skills: Proficient in Microsoft Excel, Word, PowerPoint, Adobe, Access, Outlook, QuickBooks, Lotus Notes, Oracle, JDE,, Carbon Copy, Tran Star, Morning Star Principia Pro, Jack Henry, Schwab Link, Advisor Assistant Client Management, FTI, Nationals (proprietary), Invoice Management portal.


Emcor, Norristown, PA

Accounts Payable Coordinator 2014 - 2018

●Review and process invoices in JDE. Handle problems that arise with vendor payment and invoice issues. Responsible for escalated invoices and the escalation report and working to find a proper resolution for all issues. Respond to emails from vendors. Train vendors and employees on use of software. Created a process for debit and credit memos, payroll of temporary employees, paperless invoice process and tracking the fixed service payments.

Citizens Bank, Lansdale, PA 2008 – 2013


●Handled customer transactions. Provided customer service and support to clients. Assist customers in balancing checkbooks and finding errors. Type letters for customers. Completed the schedule for the branch. Maintained vault and overall operations. Ordered supplies and money for the branch. Complete financial review of customers and provide the necessary financial services.

Acme Market, Lansdale, PA 2005 - 2008

Front End Manager

●Handled customer complaints, checked out customers, answered phones. Processed cash receipts, recorded in computers. Processed checks for all cashiers. Received “Employee of the Month” for outstanding customer service.

Harleysville National Bank, Harleysville, PA 2001 – 2005

Trust Admistrator, Investments

●Reviewed client accounts to keep in balance. Monitored daily activity reports, updated database, initiated transactions for cash distributions and income, resolved problems and made corrections, complete analysis of accounts. Review trust and corporate trust documents to ensure accuracy and accordance they are written in accordance to federal regulations.. Completed tax forms as needed per account. Prepared employee benefits presentation of 401(k) accounts. Met with clients to review accounts. Met with prospective clients for sales.



Estate of George S. Snyder, Hatfield, PA A/R, A/P and Co-op Manager

Processed and tracked all Accounts Payable and Accounts Receivables for the co-op accounts. Answered 15-line switchboard. Used Adobe Photoshop created a monthly brochure.

Canon Capital Management Group, Telford, PA Client Account Mgr

Handled all client inquiries and processed payments and trades for accounts and meet with clients. Examined and did analysis of financial records and documents.

Jefferson Hospital, Philadelphia, PA Administrative Assist. Dept of Dermatology

Processed accounts payable/receivable for grant money using Microsoft Excel. Research grants for department, set appointments and handled events and made travel arrangements.

Trade Services, Blue Bell, PA (IT Training Services Company) Accounts Receivable

Processed invoices and payments as received. Made calls for collection. Set up tickler file for collections.

At Home Medical Transcriptionist, Philadelphia, PA

Dictaphone/type medical charts and letters


Bucks County Community College, Newtown, PA 48 college credits - Associate Degree in Accounting

Cannon Financial Services, Atlanta, GA Certified Retirement Services Professional (CRSP)

Cannon Financial Services, Atlanta, GA Certified Corporate Trust Specialist (CCTS)


Completed Building Trust Expertise from the American Bankers Association

Completed IRA Online Institute - BISYS Retirement Services and American Bankers Association.

Wrote a procedures manual for Corporate Trust to mainstream the way the department completed tasks.

Completed HR Block Tax Course Completed Medical Terminology Class. Business Writing Class

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