Edward Moses Isaac

Frederick, MD *****

ad4pln@r.postjobfree.com

202-***-****

Professional Summary

A hands-on, client-oriented banking professional who implements creative financial strategies and is dedicated to continuous client improvement. Recognized by the Global Recognition Program in Bank of America and as a top performer every quarter in the last year.

Skills and Highlights

Customer Service Expert Team Player and Quick Learner Strong Interpersonal Skills

Excellent People Skill Team Builder Detail-oriented

Reliable and Consistent

Relationship Banker 07/01//2022 – Present

Bank of America (Frederick, MD)

•Work with customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs

•Work as an efficient Lobby Leader to assist, educate and train customers on how to conduct simple transactions through self-service technologies

•Ensure that the operations in the Bank are sound and error-free

•Responsible for the deposit, withdraw and loan payments both as a front and drive-thru teller

•Provide customer service and managing customer complaint to ensure 100% customer satisfaction

•Establish strong credibility with clients by providing accurate information to address concerns regarding their accounts and other bank products, resulting in achieving customer loyalty

•Comply with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFA, USA Patriot, Privacy Act and Community Reinvestment Act

Associate/Customer Service 01/01/22 – 06/30/2022

Royal Farms (Frederick, MD)

•Providing customer service and managing customer complaint to ensure 100% customer satisfaction

•Support and follow safety and security initiatives

•Ensure the proper implementation of all Royal Farms marketing programs

•Operate the point of sale (“POS”) and maintain proper cash controls

•Proper leadership to the team members to ensure a pleasant customer service experience

•Maintain up-to-date knowledge of store policies regarding payments, returns and exchanges

•Consistently generating additional revenue through skilled marketing and promotion

•Manage customer complaints in person and over the phone

•Conducting store inventory, overseeing all deliveries and documenting all entries

•Team member performing cashier duties and product assistance

•Introduce and implement new processes and systems for increasing customer satisfaction

•Prevent store loses using awareness, attention to detail and integrity

Office Manager/Accountant 5/2019 – 12/1/2021

Sierra Pride Home Healthcare (Warren, MI)

•Manage the accurate and timely processing of up to 200 invoices per month

•Monitor, maintain and reconcile accounts

•Process invoices, purchase orders, credit memos, and payment transactions

•Managed and process payroll for over 40 employees and purchase orders

•Manage and maintain delinquent accounts

Finance Officer 03/2010 – 1/2019

Croydon Council Planning & Building Control – (London, England)

•Responsible for all aspects of purchase and sales ledger to trial balance.

•Reconciliation of all bank accounts, credit cards and petty cash.

•Collaborated with Head Finance Officer to develop long-range plans budgets forecasts and tracking metrics to assist in evaluating financial key indicators.

•Preparation of annual budgets and audits.

•Production of quarterly management reports showing the comparison of actual revenue against budget with explanation/analysis.

•Produce monthly income and expenditure reports.

Accounting Assistant 3/2004 – 02/2010

Howard Accounting Firm – (London, England)

•Prepared monthly, quarterly and annual financial management report for the various projects.

•Generated daily bank deposits, verified balance receipts and reconciled banking transactions for weekly reporting

•Meet with potential small business investors and create and submit loan packages for initial business

•Saved the organization a considerable amount of money per quarter by reconciling suppliers' purchase orders and invoice received to ensure prompt payments and receive prompt payment discounts

•Verified and inspected cash reserves to check internal control procedures.

Education

BA Hons Business – Canterbury Christ Church University, Kent, England (UK)

Higher National Diploma (“HND”) in Business & Finance (UK)

Association of Accounting Technician (AAT) Certified

Contact this candidate