"Dedicated and results-oriented professional with strong communication skills, seeking to utilize financial expertise and problem-solving capabilities as a Financial Services Representative to enhance customer service and support the bank's objectives.
• Managed document control processes, ensuring proper storage, retrieval, and compliance with internal policies, and regulatory standards.
• Handled invoicing and billing, ensuring the accuracy and timeliness of client and vendor transactions.
• Maintained accurate financial records through bookkeeping, supporting the reconciliation of accounts, and financial reporting.
• Utilized accounting and document management software, including Zoho, Excel, and SharePoint, to streamline processes and enhance operational efficiency.
• Assisted customers with product selection, processed transactions, and maintained a clean and organized store environment.
• Managed inventory, restocked shelves, and ensured the availability of high-demand items to enhance the customer shopping experience.
• Handled customer inquiries, resolved concerns, and provided prompt, friendly service to ensure satisfaction and repeat business.
• Assisted with data entry, processing invoices, and maintaining accurate financial records to support daily accounting operations.
• Helped prepare financial reports, ensuring compliance with company policies and maintaining accuracy in all documentation.
• Supported bookkeeping tasks and invoicing processes, ensuring timely and accurate transaction recording.