Andrew Smith

Professional Summary

Adaptable, open-minded, analytical accounting expert with over 10 years of experience eager to join a respectable, customer-focused financial institution as a public accountant.  Certified Public Accountant with advanced knowledge of auditing, preparation of individual, corporate, and partnership tax returns, and the development of quarterly and year-end estimates.  Detail-oriented with exceptional organization and communication skills with the drive to exceed expectations on every assignment.

Employment history

Banker, Legros, Bauch and Gusikowski. Port Janethmouth, Mississippi
Jan. 2011 – Nov. 2011
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Examine, evaluate, or process loan applications.
  • Network within communities to find and attract new business.
  • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
  • Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
  • Oversee the flow of cash or financial instruments.
  • Review reports of securities transactions or price lists to analyze market conditions.
Accountant, Cole-Corkery. Lake Mathaville, Texas
Jul. 2000 – Apr. 2004
  • Research, document, rate, or select alternatives for web architecture or technologies.
  • Arrange for disposal of surplus materials.
  • Identify case issues and evidence needed, based on analysis of charges, complaints, or allegations of law violations.
  • Plan budgets and arrange for purchase of animals, feed, or supplies.
  • Coordinate with other professionals, such as contractors, architects, engineers, and plumbers, to ensure job success.
  • Sort materials, such as metals, glass, wood, paper or plastics, into appropriate containers for recycling.
  • Prepare and process medical insurance claim forms and records.

Education

West Block, Asaton, Ohio
MBA, Accountancy, Oct. 2005
Thiel University, Mohammadmouth, Delaware
Bachelor of Science, Accountancy, Jul. 1999

Additional information

Publications

Additional information

Personal info

Phone: (000) 000-0000
Address: 287 Custer Street, Hopewell, PA 00000

Languages

English
Filipino
Korean
Spanish

Skills

Account Analysis
Audits
Certified Public Accountant (CPA)
Full Charge Bookkeeping
Financial Analysis

Andrew Smith

287 Custer Street, Hopewell, PA 00000
(000) 000-0000

Professional Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex in an independent manner. Good communication, multitasking and conflict resolution skills.
Skilled banker with 7 years in banking, progressing through positions of increasing responsibility and establishing continuous record of success.
Successful Bank Executive talented at leading strong teams, increasing business and maximizing profitability.

Education

Maggio College, North Hortensiaberg, Massachusetts
M.D., CMA Certified Management Accountant, Jul. 2014
East Sanford, New Americaborough, Washington
BBA, Commerce, Nov. 2012

Employment history

Instructor, Ondricka, Gutmann and Huels. Sonjaville, South Dakota
Jul. 2019 – Present
  • Oversaw day-to-day operations, including managing curriculum implementation and continuous improvement of industry best practices.
  • Initiated new learning methods, promoting total student comprehension while curbing learning time.
  • Monitored student progress through test administration and adapted learning plans to optimize progress. 
  • Created and implemented written and oral assessments.
  • Created guides and course materials to reiterate lecture information and help students.
  • Implemtented and optimized new curriculum and day-to-day instruction to align educational strategies with industry best practices.
  • Eliminated learning gaps and effectively instructed students by utilizing wide variety of teaching aids and motivational implementation strategies.
  • Created advanced job placement training focusing on promotions, career changes, and career advancement.
  • Conducted skills assessments and uncovered performance gaps.
  • Used positive reinforcement and provided clear feedback to help students succeed.
  • Teaching Financial Accounting :
    Statement of Financial position (Balance Sheet)
    Income Statement and Comprehensive Income
    Statement of Changes in Equity &Statement of Cash Flows &Inventory Measurement in Financial Statement &Cost Accumulation Systems : Process Costing & Activity-Based Costing &Cost Allocation Techniques : Absorption & Varible Costing & Overhead Allocation &Strategic Planning &Budget Methodologies & The Cash Budget Varians & MeasuresPreformance Measures




Banker, Vandervort Group. North Herschelchester, Illinois
Nov. 2018 – Present
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Opened, closed and updated accounts for customers.
  • Worked directly with clients investing minimum of $[1000000].
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.

Accountant, Gislason and Sons. Port Desireefort, New York
Jan. 2014 – Aug. 2014
  • Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
  • Partnered with auditors to prepare yearly audits and ensure compliance with governmental tax guidelines.
  • Compiled general ledger entries on short schedule with nearly 100% accuracy.
  • Managed, tracked and monitored financial updates, watch lists and insurance files.
  • Completed daily accounting tasks including tracking funds, preparing deposits and reconciling accounts.
  • Maintained and processed invoices, deposits and money logs.
  • Budgeted active and proposed projects by accurately determining pricing, margins and risk factors.
  • Proactively researched technical tax issues related to consulting projects.
  • Collected and arranged information and entered details into computer database.
  • Suggested budgetary changes to increase company profits.
  • Maintained up-to-date knowledge on permits, certificates and documents mandatory for government departments.
  • Trained new employees on accounting principles and company procedures.
  • Facilitated data conversion for company acquisitions and fiscal year reorganization.
  • Tracked monthly defaulted donors throug self-developed report system.
  • Analyzed monthly balance sheet accounts for corporate reporting.
  • Investigated and resolved variances in digital and physical records to promote record integrity.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
  • Prepare journal entries according to documentations company accounts with banks.
    & Preparing financial statement report each Month& Quarter & Half year & and year.
    & Prepare journal entries on Sap.
    & Preparing receivable check report




agent, White-Bernier. Arronside, Massachusetts
Nov. 2012 – Dec. 2012
  • Answered [100] calls per day.
  • Obtained knowledge on how to operate various pieces of equipment.
  • Informed clients of policies and procedures.
  • Resolved caller issues quickly and thoroughly.

Team Leader, Franecki-Baumbach. North Beulahbury, Rhode Island
Feb. 2012 – Mar. 2012
  • Established open and professional relationships with team members which helped resolve issues and conflicts quickly.
  • Assessed workloads to meet seasonal fluctuation needs.
  • Implemented new working processes which delivered continued improvements.
  • Increased customer retention and satisfaction by closely monitored team member performance and assessing problematic practices.
  • Provided constructive criticism regarding quality assurance on collections team phone calls.
  • Trained team on all aspects of operating procedures and company services.
  • Cross-trained and provided back up for customer service managers.
  • Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals.

Accountant, Stoltenberg and Sons. Port Randy, Alaska
May. 2010 – Jun. 2010
  • Completed daily accounting tasks including tracking funds, preparing deposits and reconciling accounts.
  • Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
  • Created periodic reports comparing budgeted costs to actual costs.

Sales, Crona LLC. Port Rustyland, Kansas
Mar. 2009 – Apr. 2009
  • Trained and developed new sales team associates in products, selling techniques and company procedures.
  • Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
  • Maintained records related to sales, returns and inventory availability.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Prepared merchandise for sales floor by pricing or tagging.

Languages

English
Arabic
German

Skills

Self-motivated nature
Daily ledgers
Developing customer relationships
Originating home loans
ms office
Goal planning
accounting
Professional demeanor
Consumer banking
Business development

Andrew Smith

Phone: (000) 000-0000
Address: 287 Custer Street, Hopewell, PA 00000

Professional Summary

Proactive, friendly customer service specialist dedicated to meeting and exceeding expectations at every interaction.  Timely and professional with extraordinary communication skills and ability to build and cultivate relationships.  Actively seeking a position where I can utilize my education and experience to add immediate value to an organization. Open to changes and willing to learn and adapt in order to better myself and the organisation. Team player, can work beyond the normal call of duty,can function and work under pressure. 

Employment history

Sep. 2015 – Dec. 2015 Derrickfort, Tennessee
Banker, Krajcik, Stanton and Stamm
Duties as Night Safe Assistant:

* Process all cash and check transactions that came through night deposit.
* Post all transactions.
* Prepare Credit and Debit Advice to customers.

Duties as Clearings Clerk:

* Scrutinize all checks.
* Encode all checks.
* Verify that all checks were posted correctly.
* Balance checks to posting and send list to the Central Bank for checks to be cleared.
* Filing.
* Forward all vouchers to the various branches.

Duties as Verification Clerk:

* Verify all postings made and ensure cashiers are balanced at the end of each working day.

 Duties performed in Foreign Trade:

* Open bank accounts ( savings, visa, checking, business, company)
* Process check deposits.
* Process wire transfers.
* Process transactions such as online requests, correspondence from customers.
* Process all foreign transactions such as purchasing and selling of foreign currency, credit card payments, visa reload, etc.
* Customer queries.




Jun. 2010 – Oct. 2010 Port Denna, Arizona
Cashier, Relief Clerk, Investments Clerk, Pensions Clerk/ Administrative Clerk/ Computer Operator, Shields-Fisher
Trust Company Guyana Limited, located in Guyana, is involved in managing Trust Funds, Pensions Schemes, Investments, Loans, Provide Brokerage services at the local stock exchange market, Property Management and they act as the Registrar for several shareholding companies. During the time I served at the said Institution, I held several positions. I was first employed as a Cashier. I then moved to Relief Clerk, Share Transactions Clerk, Pension Clerk and lastly, Administrative Assistant/ Computer Operator.

Duties performed as Cashier:

* Take in all cash and check payments on each working day.
* Prepare daily Cash Sheets.
* Write Checks and make payments for the company.
* Do all banking for the company.
* Filing of correspondence and vouchers.
* Disburse and replenish petty cash.
* Attend to customers. 
* Monthly report of all Past Due, Accrued Interest and Non Performing Loans for Central Bank. 
* Prepare and send letters to late payment customers.

Duties performed as Relief Clerk:

* Understudy all the different positions within the organisation including being the Personal Secretary for the Managing Director.

Duties performed as Share Transactions Clerk:

* Attend to customers who are desirous of purchasing or selling shares on the local stock exchange market.
* Preparing Order Log for the stock exchange.
* Prepare transfer forms and contract notes for transactions which were successful on each trading date.
* Prepare payments to customers whose shares were sold and payments to other brokers.
* Prepare letters and transfer forms to send to the relevant companies to issue new share certificates.
* Filing.

Duties performed as Pension Clerk:

* Post all pension contributions.
* Calculate refunds and retirement benefits for all contributors.
* Prepare pension payments.
* Prepare quarterly accounts for all pension schemes.
* Resolve queries and issue yearly statements to all contributors.
* Prepare quarterly accounts for various clients ( Trust accounts and Investments Accounts).
* Filing.

Duties performed as Administrative Assistant/ Computer Operator:

* Check cash sheets prepared by cashier.
* Reconcile all bank accounts.
* Prepare all reports for Central Bank.
* Post all transactions to Debase.
* Print daily, monthly and quarterly ledgers.
* Purchase stationery and other supplies needed for the Organisation.
* Prepare quarterly accounts for various clients. ( Trust accounts and Investments accounts).
* Prepare all correspondence to the banks.
* Filing.


Jul. 2007 – Aug. 2007 Arturobury, Michigan
Junior Auditor, Wintheiser LLC
After sitting the Caribbean Examination Council Exams (CXC) in Guyana, a work study opportunity arose for a Junior Auditor at Ram & McRae. I was recommended by the Principle of The Business School to apply for the position of which I was successful. During the work study program, I was exposed to several audits. The audits consists of checking the clients' documents to ensure that procedures were followed, proper documentation and transparency of transactions, mystery shopping to test the level of customer service, writing reports, etc. 

Education

Present
Bachelor of Science: Business Management
  • South Fay Academy - West Mary, Utah
Nov. 2007
High School Diploma: Business
  • West McCullough Academy - Dariaton, Rhode Island

Skills

Customer Service Representative
Experienced
Resolving Issues
Experienced
Typing and Correspondence
Expert
Office duties
Expert
Working under pressure
Experienced

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