Customer Service Representative
Resume:
Indira D. Kodali
adjapn@r.postjobfree.com
**** ********** *** ***** ****** OH 44720
Summary of qualifications
Experienced professional in Accounting, Finance, Banking and Taxation with more than 20 years of experience in banking and tax related major corporations.
High Lights of work experience:
Managed budgets, accounts receivables and payables
Processed variety of tax payments
Worked on special accounting projects
Manage cash drawer, cash vault and ATM
Process customer transactions and resolve discrepancies
Sales and service activities including profiling, and tele-consulting
Promote lending and deposits for existing and new customers
Retain and increase customer base by proactive customer service
Providing Income Tax Services to individuals and corporations as Master Tax Professional and Enrolled Agent
Education and Professional Development
BA (Major: Accounting) 1992 Baldwin Wallace College, Berea, OH
GPA: 3.7/4.0
Trained in all banking systems, policies/procedures for consumer lending and bank products at JP Morgan Chase and Fifth Third Bank
Enrolled Agent with IRS
Licensed Agent in Ohio for Life and Health Insurance
Work Experience Canton, OH
H&R Block 2008 –Present
Master Tax Advisor/Enrolled Agent
Managed staff and worked as Tax Consultant/Advisor
Successfully completed tax returns for more than 1000 customers
Resolved and identified discrepancies in customer tax returns
Certified IRS “Enrolled Agent” 2012 - Present
Fifth Third Bank Canton, OH
Customer Service Manager 2007-2008
Managed and coached Customer Service representatives to follow the bank procedures.
Processed customer transactions, analyzed and resolved customer discrepancies
Managed, reconciled daily bank transactions
Effectively interacted with customers to promote business development
Indira D. Kodali
adjapn@r.postjobfree.com
9061 Brookledge Ave
North Canton OH 44720
JP Morgan Chase Dover, Minerva, Canton, OH
Customer Service Representative/Personal Banker 1999-2007
Processed customer transactions and resolved customer discrepancies.
Balanced Cash drawer, Cash vault, and ATM on daily basis.
Introduced new products to existing and new customers for improved sales
Interacted with customers, for developing new businesses
Reviewed customer accounts for better services
Sold annuities and mutual funds
P. W Motel Management Dover, OH
Accounting Assistant 1993-1998
Managed budgets, accounts payables and accounts receivables.
Daily balanced control reports, bank deposits, and bank reconciliation.
Analyzed and tracing discrepancies, and determine causes and make necessary adjustments
Prepared State, City and county tax schedules, and ensured the payments.
Prepared general ledger entries and worked on special accounting projects
References will be provided at your request
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