Finance Clerk Customer Service
Resume:
Jessica Gajewski
Holbrook, NY 11741
OBJECTIVE: To enhance my knowledge in the business field, and to further my experience.
EDUCATION: Suffolk County Community College
Selden, NY 11784
September 2004-May 2010 A.A.S. in Liberal Arts/Sciences
Center for Financial Training
AAPC
CERTIFICATION: Notary Public, State of New York
Certified Professional Coder
EXPERIENCE:
2018-2020 Teachers Federal Credit Union, Hauppauge, NY
Member Services Rep-IRA/CD
Process IRA/CD related distributions, transfers, and death claims.
Prepare and distribute notifications, letters, and forms.
Verify IRA withdrawal forms and transfer requests for accuracy.
Verify maturity letters and premature redemption forms for proper posting of interest and/or penalties.
Follow up with branch staff or members to resolve issues.
2017 - 2018 POM Recoveries, Lindenhurst, NY
Finance Clerk
Responsible for posting all patient and insurance payments.
Prepare daily bank deposits.
Transport all deposits to the bank.
Maintain detailed daily cash reports.
Processing of time cards / time sheets.
2011 – 2017 M&T Bank, Center Moriches, NY
Relationship Banker/Assistant Manager
Responsible for delivering excellent customer service to meet and exceed the customer's expectations.
Responsibilities include establishing new accounts as well as servicing existing accounts.
Open and close the branch as necessary.
Print and review daily branch reports for accuracy.
2011 – 2011 Florida Bank, Tampa, FL
Head Teller
Responsibilities include supervising the teller line and all operations processes in the branch.
Oversee teller difference issues and ensure compliance with policies and procedures in all areas including check cashing, account withdrawals, etc.
Responsible for delivering excellent customer service to meet and exceed the customer's expectations.
Process all cash vault transactions and settlements.
Accurately complete settlements on a daily basis with minimal or no errors and within time line guidelines.
2008 - 2011 Home Properties, Lake Grove, NY
Leasing Consultant
Responsible for running credit checks, and criminal background checks
Handle all leasing, marketing, sales, customer service, and administrative responsibilities.
Processing of applications and lease renewals.
Converting of leads into sales by outreach, prospecting, and lead generation.
2006 - 2008 Citibank N.A., Bayport, NY
Head Teller
Responsibilities include supervising the teller line and all operations processes in the branch.
Oversee teller difference issues and ensure compliance with policies and procedures in all areas including check cashing, account withdrawals, etc.
Responsible for delivering excellent customer service to meet and exceed the customer's expectations.
Accurately complete settlements on a daily basis with a minimal or no errors and within time line guidelines.
Responsible for managing sales referral goals on an individual basis as well as for the team.
Process all ATM transactions and settlements.
* References available upon request.
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