Service Representative Personal Assistant

Resume

Name: Ida Steely

Address: **** ************* **

City and State: San Angelo, TX

Zip: 76905

Primary contact: 325-***-****

Email: **********@***.***

Career Objective

I’m looking for a high-volume environment, with either face to face customer contact or by phone, while assisting the customer with products and services that would benefit their needs. I enjoy working with energized, outgoing people while having the opportunity to learn new things.

Education

School: Schleicher County Independent School

Major: Basics

Degree: High School Diploma

Employment History

Company: Penta Operating/ aka Jacks 7

Title: Store Manager

From: 2015

To: 2022

Description: I’m in charge of all store operations. I have to hire and train new employees. I do paperwork daily. If there is a problem with anything in the store, I’m responsible to handle it. I deal with vendors and Sales Reps. I’m in control of what comes into the store. There is so much that I’m responsible for and things I have to do thru out the day

Company: Kenneth Phillips Contract Pumping

Title: Secretary/Housekeeper

From: 2009

To: 2015

Description: I’m responsible for keeping books on the business and personal accounts. I did payroll, tax quarterly reports, paid bills, and did monthly well reports. I also took care of house chores and anything that needed to be done to maintain a home. I’m like a personal assistant.

Company: San Angelo National Bank

Title: Customer Service Representative/Research Clerk

From: 2006

To: 2008

Description: My primary responsibilities were to process customer research and adjustment items, support call center team and work unclaimed properties. I had to organize, prepare, and research documents in response to highly confidential subpoenas in a timely manner. I was a backup for electronic banking questions and issues. I set up customers on mobile banking and online banking. I maintenanced the dormant accounts. I balanced the safe deposit box GL and cash reconciliation daily. I made sure that chargeback items were sent to the correct address that is requested by the customer. I balanced daily GLs, like Ach force, POD, and return items. I cleared items out of the no post. I set up debit cards in Direct for activation. When my supervisor wasn’t in, I had to do her Ach exception report and look over the department. I had to respond to incoming customer service calls as well as internal calls; this is how my main job was performed.

Company: Wells Fargo Bank

Title: Lead Teller Customer Service Representative

From: 2004

To: 2006

Description: I handled the safe deposit box area. I was to keep them maintenanced at all times for audit purposes. I was to be sure to pass audits every time. I helped customers with their accounts and sold products to make their accounts fit their needs. I ordered checks for customers and updated their profiles. I also was able to add joint owners on accounts that already existed. I investigated account issues at the customers request. I ordered supplies for the bankers and tellers. I made sure that the building was ready for the customers to enter, with deposit slips, and fresh coffee. The other part of my job was to be a Lead Teller. I had to balance the vault, get shipment ready and ordered, receive shipment, help tellers with any issue that they may have had and support and motivate them to cross sell our products. At times I had to get into a cash drawer to help out the tellers.

Company: 1st Community Federal Credit Union

Title: Teller

From: 2002

To: 2004

Description: I made loan payments, deposits, withdrawals, money orders, cut checks, did cash advances, and sold travelers’ checks while balancing my cash drawer daily. I suggested services and products to members that would benefit them. I opened up the drive thru every morning and got everything set up for the day. Also had to occasionally help audit the ATM, count the cash when it would come in along with a supervisor, and I gave out issues, which is giving out money from the vault.

Company: Star Stop #15

Title: Cashier

From: 2002

To: 2002

Description: I was to handle cash in a fast paced environment while equaling out on my register daily. I took care of the store and the gas pumps on my shift.

Company: Star Stop #5

Title: Cashier then Store Manager

From: 1998

To: 2002

Description: I was to manage store operations independently. I had to plan and prioritize the workload. I made staffing decisions like hiring, training, discharging, evaluation, disciplining, ordering, and stocking the store with products to satisfy the customer’s needs. I did paperwork daily and made sure that we all balanced out in the cash registers and if we had a loss I would have to find out what happened and where it was. I did the deposits and took them to the bank daily.

Skills

I’ve handled cash since my first job and I‘m very good at it. I have computer skills along with 10-key experience. I know the basics about excel and word perfect. I’m very multi tasked. I have strong leadership skills with the ability to coach and mentor others.

Additional Information

I’m very organized, neat, and eager to learn new things. I’m a quick learner and can make fast decisions in a stressful situation. I’m able to work in a very fast pace while attending to the customers.

Ida Steely

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