Simran Kaur
Manteca
Summary
Highly motivated and results-oriented professional who focuses on providing quality care for ultimate customer satisfaction. Adept at cash handling and cross-selling financial solutions. Strong background in accounting and finance transactions with superior knowledge of account coordinator and administrative professional ensuring efficiency and accuracy in high-volume environments.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Teller/ Member Experience Representative
Valley Strong Credit Union
07.2024 - 03.2025
- Processes financial transaction including deposits, withdrawals, transfers, payements and general ledger entries while maintaining a cash drawer.
- Provide services to member including but no limited to cashier's checks, money orders, debit card issuance.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Identifies member's needs, cross-sell promotions and refer member to the appropriate Financial Solution Officer (FSO)
- Use of Salesforce in an appropriate manner on daily basis.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Educated customers on use of banking website and mobile apps.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Monitored and reported suspicious activity in line with bank security policies.
- Checks acceptance approval within assigned limit, if needed, put the check on hold by checking the recourse in member's account.
- Understand the role in sales growth and meet branch assigned and individual goals.
- Performed other duties as assigned.
Dispatcher Office Assistant
Western Freightways
09.2022 - 07.2024
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Directed dispatching, routing, and tracking of loaded vehicles.
- Contributed to a smooth-running office environment by providing clerical support such as filing, data entry, and document preparation.
- Maintained accurate records of dispatched calls, ensuring thorough documentation for future reference.
- Monitored real-time GPS tracking of units in the field to optimize routing efficiency during callouts.
- Prepared billing and checks for drivers using paperwork after delivering of goods.
- Processed orders, ran bulk pick sheets, processed, and printed invoices and created daily shipping logs.
- Completed daily logs for management review.
Office Assistant
Mother's Pride School
11.2012 - 10.2013
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Provided administrative support to various departments, contributing to overall company efficiency.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Facilitated smooth operations by efficiently handling incoming emails, phone calls, and visitor inquiries.
- Expedited document processing with accurate data entry and timely filing.
- Maintaining and monitoring financial accounts and reconcile assigned account.
- Maintaining up-to-date student records concerning enrollment, attendance, and academic performances.
- Ensured a professional office environment by maintaining cleanliness standards and stocking necessary supplies regularly.
- Supported staff members by managing their calendars and scheduling appointments.
- Organized events such as meetings, conferences, and workshops for improved communication among team members.
Assistant Office Clerk
Holiday Moods Travels Co.
07.2010 - 07.2012
- Facilitated smooth office functioning by scheduling appointments and meetings for supervisors using calendar management tools.
- Daily Clerical tasks such as receiving and sending emails, setup invoices for clients, maintaining files, answering phone calls.
- Setup an itinerary, booking of meals and managing schedules with travel guides.
- Helped maintain a clean working environment by keeping common areas organized and free from clutter.
- Maintained confidentiality of sensitive information while performing various clerical tasks such as photocopying, scanning, or faxing documents.
- Participated in team meetings and provided input on ways to improve office procedures, fostering a culture of continuous improvement.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
Education
Diploma in Accountancy - Accounting
Institute of Computer Accountancy
Delhi, INDIABachelor's in Commerce
University of Delhi
Delhi, India08-2012
High School Diploma -
High School
Delhi, India03-2009
Skills
- Exceptional customer service
- Basic skills of Salesforce
- Sales and Cross-selling
- Bilingual ( Punjabi and Hindi)
- Office coordination
- Strong work ethic
- Professionalism and courtesy
- Excellent time management skills
- Cash handling and management
- Goal-oriented focus
- Teamwork
- MS office proficient
Certification
Certified Industrial Accountant
Languages
Punjabi
Native or Bilingual
Hindi
Full Professional
Timeline
Teller/ Member Experience Representative
Valley Strong Credit Union
07.2024 - 03.2025
Dispatcher Office Assistant
Western Freightways
09.2022 - 07.2024
Office Assistant
Mother's Pride School
11.2012 - 10.2013
Assistant Office Clerk
Holiday Moods Travels Co.
07.2010 - 07.2012
Diploma in Accountancy - Accounting
Institute of Computer Accountancy
Bachelor's in Commerce
University of Delhi
High School Diploma -
High School
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