Customer Service Accounts Payable

Sheila Jordan

Lubbock, TX

806-***-**** ***********@*****.***

Experienced retail banker with over 25 years of experience in the banking industry. Skilled at servicing accounts, managing data discrepancies, and delivering excellent customer service with professionalism. Experienced accounts payable and receivable clerk with sensible money management and bookkeeping skills. Looking to grow and advance my knowledge within the banking, insurance or real estate industry. Work Experience

Happy State Bank, a Division of Centennial Bank Lubbock, TX Teller/Customer Service Representative August 2022 – Present

• Performed regular teller activities such as processing deposits, loan payments, check cashing and servicing customer accounts.

• Processed 20+ transactions per hour while maintain accuracy, efficiency and outstanding customer service.

• Adhered to strict bank policy guidelines to ensure customer confidentiality and protection of bank assets.

• Trained new hires on transaction procedures and policy guidelines. City Bank Lubbock, TX

New Accounts/ Customer Service Representative October 2017 – September 2021

• Provided efficient and courteous customer service while cross-selling bank products to generate new business.

• Prepared and maintained account documents in compliance with federal and institution BSA and CIP policy.

• Analyzed, researched and resolved problems and discrepancies regarding customers’ accounts and/or loans.

Alliance Credit Union Lubbock, TX

Accounts Payable, Insurance and Escrow Clerk June 2013 – March 2017

• Performed day-to-day processing of accounts payable transaction to ensure up-to-date finances are maintained in an accurate and efficient manner.

• Analyzed invoices and expenses reports to ensure accuracy and identify any variances that needed to be researched and corrected in order to comply with financial policy.

• Allocated customer escrow allocation to make insurance and tax payments on behalf of the customer.

• Analyzed new tax and insurance information to make yearly adjustments to customers’ escrow payments

Education

Lubbock Christian University 1975

TARREC Real Estate School 2004

Contact this candidate