Moise Thomas Ble

• Maintained knowledge of new investment products and assisted in developing sales strategies.
• Recommended specific investments to help clients meet financial goals.
• Worked well in team setting, providing support and guidance.
• Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
• Identified issues, analyzed information and provided solutions to problems.
• Educated clients on potential risks and rewards associated with various investments.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Fielded customer complaints and provided solutions.
• Researched and evaluated potential banking solutions or products for clients.
• Compiled and sorted documents, such as invoices and checks, and substantiated business transactions.
• Managed over 30 customer calls and emails per day.

(Part-time student job)

• Scheduled educational activities, and events to drive missions and values of the institution.
• Designed or used assessments to monitor pupils learning outcomes.
• Developed partnerships with parents, to build awareness, increase support, and share resources.
• Assisted kids in developing skills.

(Internship)

May 2014 - September 2014 / May 2015 - September 2015

• Answered phone calls regarding financial matters such as payments due.
• Monitored status of accounts receivable and payable to facilitate prompt processing.
• Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
• Maintained accurate and complete documentation to facilitate accounting and filing functions.
• Reviewed business operations and obligations to help organization function at acceptable level.
• Completed financial reports, providing insight into performance, operations and cash flow.
• Communicated with suppliers to reconcile invoice payments.
• Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
• Documented business expenses and sales.