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Customer Service Sales Representative

Hayward, CA
October 13, 2019

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Experienced Administrative Professional with a variety of accounting, customer service, and cash management experience. Skilled in the management and organization of accounting systems and documentation, assessing and reporting invoices, and entering daily deposits. Specialize in the management and analysis of payment discrepancies. Equipped with a broad knowledge of concepts and strategies to yield the best possible financial outcomes across all departments. Proficient with communication, multi-tasking, and problem solving, with solid track record of success in sales, warehouse, and customer service positions. Knack in spotting trends and discrepancies in financial data and creating new methods for reducing errors when data is input into system. Self-directed, capable of working in stressful situations without compromising quality of service. Ability to work well in teams and independently. Aptitude to establish effective sales analytical skills, and customer service as well as strong decision making and interpersonal skills.

Key Skills

Many years as in administrative support, customer service, and warehousing for Fortune 500 companies

Process improvement


Evaluation and Reporting

Data Analysis

Data Entry ERP

Accounts Receivables/ Accounts Payable

Financial Filing and classifications

Highly Organized

Process payments

Customer Service



Accounting Clerk (January, 2018- Present)

See to the proper coding of documents that require knowledge in determining proper classification of expenditure codes and accounting codes

Document Management Draft invoices, reports, and vendor payments

Provide exceptional clerical support to senior staff. Manage financial statements and organize data for executives.

Publish financial information to journals and ledgers

Reconcile accounts payable and receivable accounts, balancing department budgets, invoicing clients, ensuring prompt payment of invoices and developing and maintaining a comprehensive financial filing system for our firm

oAccounts Receivable: process daily invoices/credit, apply cash receipt, and help with collection of past due balance

oAccounts Payable: A/P invoice matching filing, vendor, invoices and disbursement filing

Assist Sr. Accounts with G/L account reconciliation and month-end & year-end closings

Square up discrepancies by checking all possible sources of disagreement, reconstructing probable actions, and recognizing the effect on other accounts; prepare correction documents

Study current process issues and develop innovative solutions to improve workflow, maximize efficiency, and increase productivity

Type letters and manage correspondence

Coca-Cola (December,2015 – Present)

Order Builder (September, 2016 - Present)

Prepares orders by staging supplies needed for upcoming jobs; placing orders in delivery area

Maintains inventory controls by collecting stock location orders and printing requests

Maintains quality service by following organization standards

Maintains safe and clean work environment by keeping shelves, pallet area, and workstations neat; compliance with procedures, rules, regulation, and productivity requirements

Relief Representative (December, 2015 – September /2016)

Managed routes when Account Managers were vacation for on and off-premise accounts, 45+ accounts

Executed step-by-step selling process to identify incremental sales opportunity and customer collaboration

Trained in merchandising management to increase efficient workflow and reduce inventory product loss (FIFO)

Hilton Properties

Food Customer Service Associate (July, 2011 -Present)

Highly efficient and experienced food service worker

Assisting Managers and Bar Tenders in preparing dining and bar area

Additional key functions include customer service and occasional bartending

Certified food handler

Recognized on numerous occasions for excellent customer service

Alameda County

In-home Caretaker (February, 2006 -June, 2011)

Assisted relative in day-to-day routine as well as running errands scheduled and provided transportation to rehabilitation and Doctor’s appointments

Worked with Nurses, Therapists, and Doctors to ensure full recovery

Wells Fargo Bank

Merchant Teller/ Customer Sales Representative (February, 2002 – September, 2005)

Provided assistance for multiple customers & merchants

Sales of banking services and new account referrals

Daily responsibilities also include: opening/ closing procedures such as balancing personal cash drawer /vault, preparing,

securing, & reconciling large amounts of currency & checks

Received awards for consistently upselling banking services to small businesses and residential customers as well as generating quality leads to the branch investment team with 80% success closure rate

Recognized for customer service excellence

AC Transit Credit Union

Teller/ Customer Service Representative (September 2000 – December, 2002)

Assisted Credit Union members with money withdrawals and deposits

Reviewed Personal and Business loans

Personal Banking

Cash reconciliation

Managed high volumes calls (approx.30-35/hrs.)


DVC & Solano

Coursework: Macroeconomics, Accounting, & American History

Interests: Business & Economics


Windows: Microsoft Platforms & banking systems, pallet jack certified, Mobility, One Note, Sharepoint, ShareDrive, EXCEL, WORD, VIP, Spreadsheet and SAP/ERP system


Monitoring and analyzing the economic system as it relates to the flow of good and services.

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