Tax Preparer - AOL Tax
(2023)
- Receive and review relevant documents to conducting thorough reviews of potential tax scenarios.
- Informing clients with ongoing progress of tax preparation process.
- Collecting relevant financial records, including pay stubs and income statements for business clients.
- Inputting data from financial records into tax return software.
- Applying federal, state and local tax law to determine deductions and how much each client will owe or earn on the return.
- Acting as a representative for clients with IRS and state as required.
- Building customer relationships to promote and expand the business.
Customer Service Associate - JcPenny
(2021-06 - 2024-03)
- Greet customers as they approach the checkout area and provide assistance with locating products or answering questions about merchandise.
- Assessing client to open new business account and New credit cards.
- Handle customer complaints and issues calmly and professionally, escalating to management when necessary.
- Operate cash registers, POS systems and software to accept payments, place orders, make change adhering to safe cash handling procedures including balancing cash drawer and preparing bank deposits.
- Run prices check for cashiers and customers on items without price tags or where there is a price discrepancy.
- Manage cash drawer by ensuring it has sufficient change and balancing it at the beginning and end of shifts.
- Assist in the return and exchange process by verifying product conditions, understanding return policies, and processing transactions accordingly.
- Reviewing customer accounts and transactions while resolving issues
- Communicating with customers in-person, through email or chat, over the phone or on social media.
Retail Banker - CitiBank- in Middle East
(2001-08 - 2014-11)
- Verifies customers' identities by following customer authentication policies & procedures.
- Understands customer preferences with banking (when and how they want) and educates customers on self-service/digital options that meet their needs.
- Build trust relationships, customer loyalty and satisfaction.
- Balances cash drawers Automated Teller machines.
- Adheres to safe deposit box procedures/operations and guidelines.
- Assessing customer needs and introduce new financial products and services.
- Resolve customers' issues and provide relevant information.
- Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions.
- Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers, ensuring all information is accurate and complete.
- Packaging cash and rolling coins to be stored in drawers or the bank vault.
- Handling currency, transactions, and confidential information in a responsible manner.
- Using software to track bank information and generate reports.
- Accepting deposits of both checks and cash and validating deposit slips.
- Answer queries and to assist customers with account related issues.
