BSBA major in Financial Management
University of San Agustin
N/a
University of San Agustin
A branch service associate performs a variety of customer service duties at a bank
Handled cash and check transactions accurately and efficiently.
Processed loan payments, deposits, withdrawals, and other monetary transactions.
Assisted customers with the opening, closing, and maintenance of accounts and provided information about
products and services.
Balanced the cash drawer and teller station on a daily basis.
Developed strong relationships with customers by providing excellent customer service.
Resolved customer complaints and inquiries in a professional manner.
Cross-sold bank products and services to customers.
Utilized bank software and computer applications to complete transactions.
Provided support to other colleagues during peak times.
Ensured compliance with internal and external regulations.
Customer Specialist – Insurance / Travel / Healthcare/ Banking
Managed full cycle accounting processes for a portfolio of clients, ensuring accuracy and timeliness of financial
reporting.
Developed strong customer relations by providing timely and accurate information and solutions to customer
inquiries.
Provide support for insurance claims, such as workers' compensation. Educate customers on insurance coverage and make recommendations.
Communicate with customers and provide solutions to their requests.
Educate customers on benefits and plan options.
Provide product solutions to customer’s financial needs.
Communicating with clients to better understand financial needs and report that information to the accountant
Managing basic office administrative tasks including ling, printing, reporting and emailing
Recording and processing all financial and accounting practices, including pro t and loss reports
Working closely with accounting or financial professional to manage client’s records
Maintaining bookkeeping and office accounting needs
Collecting payments and updating accounts payable and receivable records
Scheduling client appointments and managing important department deadlines
Performed data processing in MS Excel
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of
individuals involved.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.