Sheila Patel
Finance and Administration Professional with 15+ Years School Experience
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About
Valuable team member with a wealth of experience in dealing with enquiries for both personal and business customers within a school and service processing centre environments. Well organised individual who is able to prioritise work, showing both enthusiasm and commitment towards completing tasks within service level agreements. Creating a polite and professional relationship with customers, parents, students and team members.
I have worked in a school environment for the last 15 years and am aware of confidentiality, safeguarding in education, GDPR, Fraud prevention protocols and incident reporting.
Experience
Administration/Finance/Resource Officer at West Grove Primary School (2009-06 – Present)
Working in a very busy school office dealing with parent enquiries, general enquiries over the telephone and face to face. Creating, printing and distributing school letters to parents, updating pupil data on ARBOR school system. Liaise with school bursar and Deputy Head and assist with any administration duties. Input important data for newly qualified teachers in preparation for their assessments.
- Dealing with booking and logging of all official training courses attended by staff during the year
- Attend to children who require first aid during the day
- Initiating school trips and local visit forms including parental consent and payment to ensure all protocols are adhered to
- Complete and process all purchase orders in line with school budget and ensure invoices are matched and forwarded for payment to Financial clerk. Credit card entries matched and agreed
- Ensure all post is dealt with daily and distributed to correct areas and check and prepare invoices for payment to the Finance department
- Daily updating of new entries, events and trips onto online diary and the school website. DBS check procedures for new members of staff, voluntary persons and work placements to ensure clearance before they start work
- Knowledge of using Parent pay to set up trips and special events payments and producing dinner payment bar code letters and look up debt balances due Lunch time cover in hall during dinner time
- Ensuring all resources are in stock and deal with issuing relevant classes with essential stationery and organising the annual ordering of the Curriculum based books
- Prepare teas, coffees and refreshments for visitors and special guests during events
- Ensure the smooth running and completion of school photographs for all class children
Administrator/Business Assistant – Enfield Local Business Team at BARCLAYS BANK PLC (2004-04 – 2009-03)
Primary point of contact for a team of 20 Local Business Managers which incorporates adhering and complying with regular compliant returns within time scales set each month. Support Area manager by challenging staff to identify and discuss their areas of weakness and help them to improve their performance and maximise their incentive payments.
- Dealing with complaints received via the telephone, face to face or by letter, and to resolve both quickly and professionally in line with compliant times set
- I assist and administer all duties relating to staff joining, moving and leaving and arrange systems access, allocate passwords, arrange training courses and deal with all aspects of general office enquiries ranging from placing team stationery orders, payment of invoices, updating customers personal and business details, ensure marketing materials are up to date and compliant in the banking hall
- Arrange and initiate calls to Service point relating to building maintenance and comply to health and safety issues at all our branches
- I participate and deliver monthly communications to the team in monthly team meetings. I help staff at the reception desk during busy times dealing with enquiries. I have knowledge and experience of using Microsoft Word and Excel systems
Customer Service Clerk - Central London Operation Centre at BARCLAYS BANK PLC (1996-07 – 2004-04)
A reliable and flexible team member working within the telephone processing team. Fully trained to cover several different roles.
- Telephone duties
- Daily supervisor lists
- Regular payment reports
- Unpaid standing orders
- Direct debits
- Recalls
- Cheque book and paying in book ordering
- Connect card/fraud enquiries
- Opening/closing accounts
- Internal account queries
- Consistently meeting service levels
- Introduced process improvement
Customer Service Manager Assistant – Minories Branch at BARCLAYS BANK PLC (1994-01 – 1995-12)
Solely managing and dealing with personal banker duties covering the business banker desk. Servicing customers with general enquiries, opening accounts for both sectors, dealing with applications for products. Initiating ideas for marketing/target plans to meet service level agreements.
Regular Payment Centre at BARCLAYS BANK PLC (1993-01 – 1994-12)
Working within a unit of 25 team members involved with the setting up and running tests for improvements towards centralising all aspects of regular payments. Also dealt with servicing customer on the telephone with enquiries.
Regular Payment Clerk at BARCLAYS BANK PLC (1992-01 – 1993-12)
Managing the general day to day tasks for the regular payment section, covering enquiries, reports, unpaid, and daily checks and controls.
Personal Banker at BARCLAYS BANK PLC (1987-01 – 1991-12)
Working within a team of four personal bankers, dealing with all aspects of providing a customer service for Basic products and BFS related products. Knowledge of marketing skills and involvement with team members for arranging marketing displays and meeting sales targets. Also responsible for maintenance of the cash machine.
New Entrant at BARCLAYS BANK PLC (1984-01 – 1987-12)
General branch banking experience gained in a variety of roles including cashiering, regular payments and knowledge of machine room duties.
