Lorretta Smith
Port Alberni,BC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain Part-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Punctual, take pride in myself, provide excellent customer service, work well with or without supervision, or as a team member.
Overview
17
17
years of professional experience
Work History
Bookkeeper
Rokovich Fishing
12.2010 - Current
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Established QuickBooks accounting system to reflect accurate financial records.
- Reduced financial discrepancies through transaction monitoring and management.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
Teller
BMO Bank Of Montreal
10.2009 - 02.2012
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Monitored and reported suspicious activity in line with bank security policies.
Teller
BMO Bank Of Montreal
01.2007 - 09.2009
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Played an active role in community events and initiatives on behalf of the bank, promoting our commitment to local engagement.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Educated customers on use of banking website and mobile apps.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained friendly and professional customer interactions.
Education
High School Diploma -
Victoria High School
Victoria, BC06.2002
Skills
- Interpersonal Skills
- Continuous Learning
- Problem Solving
- Customer Service
- Organizational Skills
- Teamwork and Collaboration
- Cash Flow Management
- Analytical Thinking
- Financial Analysis
- Adaptability and Flexibility
- Confidentiality Maintenance
- Time Management
- Attention to Detail
Languages
English
Full Professional
Timeline
Bookkeeper
Rokovich Fishing
12.2010 - Current
Teller
BMO Bank Of Montreal
10.2009 - 02.2012
Teller
BMO Bank Of Montreal
01.2007 - 09.2009
High School Diploma -
Victoria High School
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