Customer Service Data Entry
Resume:
Ieysha Beall
Houston, TX *****
adx464@r.postjobfree.com
Over 10 years of Customer Service, Banking and administrative experience including organizing financial records, performing cash processing tasks, collecting payments, issuing receipts, processing checks for deposit and withdrawals while also answering to customer inquiries. Strong accounting and accuracy skills. Excellent analytical and communication abilities. Able to work independently or as a team in order to meet necessary deadlines.Processing, verifying, and posting receipts for goods sold or services rendered.Researching and resolving account discrepancies.Processing and recording transactions.Maintaining records regarding payments and account statuses.Obtaining information from other departments to ensure records are accurate and complete and that accounts receivable ledgers and journals are up-to-date.Working with the collections department to review accounts, client payments, credit history, and develop new or better repayment terms.Performing administrative and clerical tasks, such as data entry, preparing invoices, sending bill reminders, filing paperwork, and contacting clients to discuss their accounts.Generating reports and statements for internal use.Engaging in ongoing educational opportunities to update job knowledge. Have knowledge of sales force as well as using onenote. Strong financial background in banking as well as investments.
Authorized to work in the US for any employer
Work Experience
Customer Specialist II
Edward Jones - Remote
August 2022 to Present
Job-Overview
Provide excellent client service to our branch teams and internal departments on the topic of margin loans and unpaid trades via in-bound phone calls and service requests. Key Responsibilities:
• Receive incoming calls regarding margin loans and the collection of unpaid trades
• Deliver Client Service Excellence and first contact resolution when responding to branch calls and internal departments
• Respond to 50-60 calls per day
• Review and accurately process all customer loan disbursement requests timely and within regulatory compliance
• Gain a high level expertise on the products and processes we support through continued training
• Work independently and as a team to provide solutions to our clients
• Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions
• Knowledgeable using Salesforce
• Process wires
• Ach on demand transactions
• Issues checks, have knowledge of withholdings
Lead Teller Supervisor
Wells Fargo - Houston, TX
August 2018 to August 2022
Handle a variety of tasks including providing excellent customer service in all customer interactions, helping to resolve customer concerns, following procedures to minimize errors and reduce fraud, processing account transactions effectively as well as sharing the benefit our customers.
• Greeting customers and thanking them for their business.
• Accepting and completing deposit and withdrawal requests.
• Following company identification policies at all times.
• Offering various financial products to customers.
• Answering the phone timely and professionally.
...
Lead Teller/Supervisor
Plus 4 Credit Union
March 2018 to June 2018
Temporary position
•Assisted Tellers with out-of-balance reconciliations ensuring appropriate corrections are made.
● Handled Performance Management cycle for all Tellers.
● Informed and updated team about all operational, procedural and policy changes.
● Identified red flags to detect fraud and prevent losses to the Bank.
● Ensured all transactions performed are in accordance with established policies and procedures.
● Assisted with teller work schedules, enforcing teller policies and procedures.
● Participated in job specific training, and other various required bank training programs. Lead Teller /Supervisor
Bank of America
October 2012 to February 2018
Assisted Tellers with out-of-balance reconciliations ensuring appropriate corrections are made.
● Handled Performance Management cycle for all Tellers.
● Informed and updated team about all operational, procedural and policy changes.
● Identified red flags to detect fraud and prevent losses to the Bank. Houston, TX
adx464@r.postjobfree.com
● Ensured all transactions performed are in accordance with established policies and procedures.
● Assisted with teller work schedules, enforcing teller policies and procedures.
● Participated in job specific training, and other various required bank training programs.
● Prepared daily totals and corresponding tickets for batch transactions.
● Monitored and maintained an adequate supply of currency and coin's.
● Balanced cash drawer according to established schedule and performance standards.
● Handled customer inquiries regarding basic account information.
● Provided back up for Personal Banker during peak periods.
● Reserve for cash cash shipments.
● File bankers signature cards
Facility Administrator
WTEC (Wind Turbine & Energy Cables)
October 2009 to October 2012
•Planned strategy to ensure efficient management of assets - Managed, maintained and supported the reliability of the systems, equipment, properties and assets in the facility.
•Managed contracts, contractors, and procurement functions and provided support for the facility's budget.
•Maintained and operated the facilities - Managed resources including budget, staff, contractors, consultants and finances
•Researched the possible areas of development in a project in accordance with the established objectives.
•Introduced changes in existing projects without disturbing the ongoing process, thus increasing output and reducing operating costs.
● Receive and process invoices daily for payment
● Create new files for vendors
● Run periodic AR reports
● New hire on-boarding: I-9 reporting, background checks, drug tests etc.
● Ryder
Commercial Banker
Woodforest National Bank
February 2006 to October 2009
Inform customers of banking procedures as it applies to certain services such as: ATM cards, direct deposit and certificates of deposit
• Perform all other teller duties as required
• Negotiate new banking contract terms with customers and vendors, payment structure and reimbursement for auto/ mortgage and/or credit card loans
• Audit and reconcile commercial accounts monthly
Houston, TX
adx464@r.postjobfree.com
Check cashing, signature verification, ensure proper written and numerical amount, cross-check sufficient funds
• Receive, process, cash and/or deposit checks
• Record transactions and issue computer-generated receipts
• Balance currency, coin and checks in cash drawers before and after shift
• Provide customers with optional company services such as various types of accounts, bonds and securities
● Audit and reconcile commercial accounts
Education
Associate of Arts in Business Administration and Management Lone Star College
Bachelor's degree in Business
University of New Hampshire-Main Campus - Remote
Skills
• Customer Service / Administrative support
• Microsoft office Suite: Excel, Word, Outlook
• Supervisory Skills (5 employees)
• Teller Operations
• 10 Key
• Banking
• Balance Sheet Reconciliation
• Performance Management
• Microsoft Office
• Bank Reconciliation
• Accounting
• General Ledger Accounting
• Financial Report Writing
• 10 key calculator
• Clerical experience
• Typing
• Microsoft Excel
• Leadership
• English
• Customer service
• Time management
• Computer literacy
• Office experience
• Microsoft Powerpoint
• Supervising experience
• Microsoft Word
• Microsoft Access
• Administrative experience
• Microsoft Outlook
• Account Reconciliation
• Accounts Receivable
• Accounts Payable
• Journal Entries
• Windows
• Data Entry
• Office Management
• Merchandising
• Sales
• Communication skills
• Financial services
• Fraud
Contact this candidate