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Customer Service Accounts Payable

Location:
New York, NY
Posted:
December 20, 2013

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Resume:

Mariel Lora

P ROFILE

ADDRESS

*** ********* ***** - #** ************, energetic, team player possessing excellent communication skills, with strong

New York, NY 10031 financial experience, superb customer service in consumer, retail, and banking environments.

PHONE

C ORE COMPETENCIES

646-***-****

Compliance – ensure adherence to strict financial and regulatory standards

Coach – guide team members in exceeding customer expectations

EMAIL

**********@*****.*** Trainer – onboard new employees for quick assimilation into team-centric environment

Execution – deliver superb customer service experience for organizational success

E DUCATION

Mercy College, New York, NY – Bachelor of Science in Accounting – May 2015 (anticipated)

Interboro Institute, New York, NY – Associate of Science in Accounting – Jun 2007

E XPERIENCE

Valley National Bank, New York, NY – Nov 2013 – Present

Teller

Highlighted Solutions

Maintain and balance cash drawer

Identify and refer sales opportunities to relationship bankers

Adhere to legal, corporate, and regulatory procedures

Ensure the safety and security of customer and bank assets

Maintain supply and sale of consignment items

Deliver outstanding customer experience with flawless and expeditious transactions

Capital One Bank, New York, NY – Jun 2011 – Sep 2013

Lead Teller

Highlighted Solutions

Compliance

Ensure adherence to policies and procedures to ensure staff meets and exceeds regulatory

o

compliance standards

Complete required audits and reconciliations of consignment items and general ledger tickets

o

Conduct audits of tellers, vaults, ATMs, and currency dispensers

o

Coaching

Work with team of tellers to meet and exceed customer expectations

o

Demonstrate successful referral practices

o

Mentor team and resolve customer conflicts

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Provide guidance and feedback to educate tellers and enhance team’s success

o

Training

Direct onboarding of new hires

o

Conduct training sessions on new products, policies, and procedures

o

Execution

Exceed customer service standards

o

Successfully complete complex transactions

o

Demonstrate mastery of Teller application transactions and operations

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Responsible for Teller line workflow, cash management, and controls

o

Ensure Teller accuracy in cash handling and balancing

o

CN USA International Corp, New York, NY – Jul 2008 – Jul 2011

Bookkeeper Assistant

Highlighted Solutions

Perform bookkeeping functions, and complete banking transactions

Resolved customer conflicts and inquiries

Performed general administrative duties, including accounts payable, receivables,

and managing office machines

S KILLS

Platforms: Mac, iOS, PC, mobile devices (iPad)

Excellent knowledge of QuickBooks and Peach Tree accounting

Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Data entry and archival procedures

Fluent in Spanish



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