Accounting Manager Continuous Improvement

RD Ruth Davis

Levittown, PA ***** 267-***-**** ********@*******.***

PROFESSIONAL

SUMMARY

Diligent accounting professional with superior account reconciliation skill and passion for continuous improvement. Bringing ten years of excellent performance in Accounting Manager roles and commendation for providing consistent empowering leadership.

Driven accounting professional aiming to leverage years of experience in accounting roles. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail- oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Personable New Accounts Representative with years' experience. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services. ACCOMPLISHMENTS Supervised country wide onboarding associates on account set up. SKILLS Banking regulations knowledge

Goal-oriented mindset

Client Confidentiality

Compliance Monitoring

Documentation expertise

Banking operations knowledge

Trust fund regulations

cash management accounts

Ira's, Roth and Inherited iras

Next gen 529 college funds

WORK HISTORY NEW ACCOUNTS OFFICER 05/2010 to 07/2020 Merrill Lynch Pennington, NJ

Enhanced customer satisfaction by providing personalized banking solutions and maintaining a professional demeanor. Developed comprehensive knowledge of all bank products, enabling tailored recommendations based on individual customer needs. Utilized analytical skills to evaluate potential risks associated with each new account application.

Provided prompt resolution of customer issues, demonstrating commitment to exceptional service standards.

Assisted in training new employees on company policies, procedures, and software systems related to new accounts.

Received numerous customer compliments

Handled in danger customers situations with positive outcome. RESPONSIBLE FOR

ALL NEXT GENE 529

SELF DIRECTED

ACCOUNTS.

All applications for these accounts were processed for the clients who chose this type of account.

Received application reviewed for errors and missing information. Submitted to fraud for review.

If everything was in order proceeded with account entry. If not in good order contacted client for missing detail. If automatic deposit was required entered and set up the information needed.

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