Client Service Specialist at Columbia Bank (2025-06 – Present)
- Deliver exceptional client service by accurately processing cash/check transactions, resolving account inquiries, and supporting clients in a fast-paced environment.
- Build strong client relationships by identifying financial needs and recommending appropriate banking products and services.
- Educate clients on deposit, lending, private banking, and digital banking solutions, generating quality referrals and contributing to branch growth. (checking accounts, business accounts, savings accounts, money markets, certificate of deposits (CDs), loans, credit/debit cards)
- Support branch operations by processing account maintenance, wire transfers, cash handling, and operational requests while ensuring compliance and accuracy.
- Assist with new account openings, onboarding, and bank documentation to provide a seamless client experience.
Junior Tax Preparer at Naeole Financial Services (2025-01 – Present)
Seasonal position
- Prepare and review consumer and small business tax returns, while ensuring compliance with federal and state tax regulations.
- Prepare initial tax return drafts and supporting schedules for review by senior tax professionals while maintaining strict confidentiality and data security standards.
- Manage day-to-day office operations independently, including client communication, document collection, appointment coordination, and tax return processing.
- Communicate with clients to obtain required documentation, resolve discrepancies, and ensure accurate and timely filings.
- Assist with tax planning, filing extensions, amended returns, and audit-related documentation and support
Junior Tax Preparer at Julius D. Sapiandante, CPA Income Tax Services (2023-08 – 2023-12)
- Prepare and review consumer and small business tax returns, while ensuring compliance with federal and state tax regulations.
- Prepare initial tax return drafts and supporting schedules for review by senior tax professionals while maintaining strict confidentiality and data security standards.
- Manage day-to-day office operations independently, including client communication, document collection, appointment coordination, and tax return processing.
- Communicate with clients to obtain required documentation, resolve discrepancies, and ensure accurate and timely filings.
- Assist with tax planning, filing extensions, amended returns, and audit-related documentation and support
