Christiane Offers
South View,AB
Summary
Dynamic professional with extensive experience at Kreissparkasse Steinfurt, excelling in customer relations and investment advice. Proven track record in invoice processing and account reconciliation, enhancing billing efficiency. Recognized for exceptional service and problem-solving skills, consistently delivering results under tight deadlines. Bilingual in English and German, fostering strong client connections.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Billing Clerk
Lac Ste.Anne County
Lac Ste. Anne County, AB
06.2021 - Current
- Processed invoices and payments with accuracy and efficiency.
- Maintained customer accounts by recording information and reconciling discrepancies.
- Investigated and resolved billing inquiries from customers promptly.
- Monitored overdue accounts and initiated collections on outstanding invoices.
- Prepared periodic reports to detail accounts receivable status.
- Developed streamlined processes to enhance billing efficiency and accuracy.
- Verified and posted transactions to maintain accurate accounting ledgers.
- Trained new team members on company policies and accounting systems.
- Reconcilialed Utilities Receivables
Individual Customer Adviser
Kreissparkasse Steinfurt ( Savings Bank Steinfurt)
Steinfurt, NRW
09.2003 - 07.2019
- Systematic Consulting of wealthy private clients
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service and and mastering all duties even with tight deadlines
- Monitoring and analysing the income and asset development of the assigned customers
- Appyling the computer-aided Financial Check program " Forming and Optimize Assets" including Risk-bearing capacity, Personal goals and wishes, free income, liquid assets, personal solution and documantation of every outcome.
- Acquiring promising new custumers
- Training on the job for colleagues at Sparkasse Steinfurt using the Financial Check Program
Customer Adviser
Kreissparkasse Steinfurt ( Savings Bank Steinfurt)
Steinfurt, NRW, Germany
03.1996 - 08.2003
- Gained thorough knowledge of full range of all banking and insurance products and services to make expert recommendations.
- Need-based consulting on products
- Maintenance and development of the business relationchip with clients at the branch
- Active and structured consulting for custumer-oriented events
- Engaged and successful support of sales campaigns
Customer Adviser and Teller
Kreissparkasse Steinfurt ( Savings Bank Steinfurt)
Steinfurt, NRW, Germnay
06.1993 - 02.1996
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Need-based consulting of all clients
- Part time Student at German Sparkasse Academy - Bonn
Education
Indivividual Customer Consaltant Financial Advice - Financial Planning
Sparkassen Academy
Münster, Germany7 2003
BBA - Business Administration
Sparkassen Academy
Münster, Germany3 1996
Emergency Management
AEMA
04-2024
Skills
- Residential customer service
- Providing customer support
- Investment advice
- Educating customers
- Customer management
- Customer relations skills
- Language proficiency (English and German)
- Invoice processing
- Account reconciliation
- Billing inquiries
- Problem solving
- Accounting support
- Accounts receivable management
- Payment processing
- Database updates
- Financial recordkeeping
Languages
English
Full Professional
German
Native/ Bilingual
Certification
- BEM (Basic Emergengcy Management
Timeline
Billing Clerk
Lac Ste.Anne County
06.2021 - Current
Individual Customer Adviser
Kreissparkasse Steinfurt ( Savings Bank Steinfurt)
09.2003 - 07.2019
Customer Adviser
Kreissparkasse Steinfurt ( Savings Bank Steinfurt)
03.1996 - 08.2003
Customer Adviser and Teller
Kreissparkasse Steinfurt ( Savings Bank Steinfurt)
06.1993 - 02.1996
Indivividual Customer Consaltant Financial Advice - Financial Planning
Sparkassen Academy
BBA - Business Administration
Sparkassen Academy
Emergency Management
AEMA
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