A highly motivated, detail-oriented, and organized professional with over 10 years of experience in the field of the banking industry. I am a self-starter, able to work independently and as a team player.
customer service, new hires, training, testing
tax returns, tax, pro series, clients, solutions
Responsible for training new hires on the use of the software, including customer service, and testing. I was able to work with the team to ensure that all the needs of the client were met.
Maintain and update all customer files and records for the company. Work with the sales team to ensure that the customers are in good standing.
Managed and maintained all aspects of the company and the customer. Created and maintained a good working relationship with customers.
Maintained customer files and kept track of all orders and shipments. Prepared and sent out statements to customers. Reconciled and resolved any discrepancies.
Processed all paperwork for new employees and entered them into the system. Also, I was responsible for the processing of all paperwork for the company.
Managed and maintained all aspects of the company, including the creation of a new hire orientation program. This included the review of the employee handbook, and the termination of the employees.
Honey Baked Ham
Communicate with clients to obtain information on tax returns and provide solutions. Maintain a strong relationship with customers. Work closely with the sales team to ensure that all products are being met.
Provide support to the sales team in the development of new business opportunities. This includes the creation of a new product line, and the creation of a new product.
Maintained and updated all client files and records in the system. Worked with the sales force to ensure that all new and existing customers were in agreement.
Worked with the sales team to ensure that all new and existing customers were in agreement with the terms of the contract.
Maintained and updated client files and records in the system. Prepared and processed all paperwork for the new account.
Maintain and update client files and records in accordance with company policies and procedures. Review and approve all transactions in the system.