Customer Service General Ledger
Resume:
Shayne Mendoza
Saint Quentin, NB Canada
*************@*****.***
PROFESSIONAL SUMMARY
As an experienced Service Manager with a robust background in retail bank operations, I excel in the meticulous reconciliation of financial transactions and adept people management. My expertise encompasses administration, precise accounting entries, trial balance, balance sheet, comprehensive data entry analysis, and delivering exceptional customer service. I thrive in dynamic, fast-paced, and challenging work environments, consistently ensuring accuracy and efficiency in every aspect of my role. My skill set is tailored to meet the demands of a rigorous financial setting, where attention to detail and a proactive approach are paramount.
PROFESSIONAL EXPERIENCE
Customer Service Loyalty Agent
Blue Ocean Contact Center, Nova Scotia, Canada
Work from Home – October 2022 – January 2024
Assist customers with all aspects of their loyalty programs including balance inquiries, navigation help, and account troubleshooting via calls, chat, and emails
Educate customers about the benefits of program membership
Be an enthusiastic ambassador to represent the brand
Written and verbal communication skills
To multitask and work across a variety of platforms
To parse and simplify complex information
To give customer satisfaction by providing the best customer service.
Manage software such as Zendesk and MS Teams as a form of communication. Service Manager
Eastwest Bank, Paranaque City Philippines, August 2016 – April 2022
Managed full cycle of account opening, performing interviews, and screenings for all new accounts.
Utilized MS Excel to prepare financial reports and ensure subsidiary ledger balance; crafted presentations with MS PowerPoint to discuss policies.
Oversee reconciliation of General Ledger, verify financial statements, and review monthly journal entries to ensure accuracy.
Adjusted trial balances, maintained secure financial records, and reconciled discrepancies in balance books.
Responded to client queries and handled complaints through direct interaction and phone calls, enhancing customer service.
Monitored inward and outward checks for proper accounting and ensured control over operational transactions, including cross-selling of bank products (loans, investments, insurance).
Reviewed personnel attendance, managed staff of 3-5 in bank operations, and coordinated training and manpower needs with HR.
Ensured adherence to bank policies and AML regulations, monitoring transactions for compliance. Service Head
China Bank Savings, Makati City Philippines, July 2015 – July 2016
Monitor and check all the transactions of the Customer Service Associate and Customer teller.
Assist the teller in foreign exchange and buying/selling currencies.
Perform signature verification and authenticity of the identification presented by the client.
Provide support to all Branch Operations, manage all the communication with branch meetings, and ensure compliance with all operation policies.
Prepare and maintain all reports for branches such as cash-in vault reports and General ledger.
Analyze and mitigate risks for various issues for branch operations, manage all the resources, and coordinate with staff to provide support to all branch operations.
Supervise inventory and requisitions of supplies.
Safekeeping of confidential and accountable forms SKILLS
Data Entry
Microsoft Office
MS PowerPoint,
MS Excel
MS Word
MS Access
MS Teams
G Suite Applications
Accounting Software
Sage50
QuickBooks
CRM (Zendesk)
Accounting Bookkeeping
Journal Entries
Trial Balance
Balance Sheet
General Ledger
Financial statement
People Management
Training Programs and
Administrative
Customer Service
Banking Operation
Professional Development
Accounting and Payroll 2023 - 2024
Global College of Business and Technology Calgary, Alberta
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