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JPMorgan Chase Bank - New Accounts Clerks Resume Example

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Lily Sanders
XXXX XXXXXX XXXX XXXX, Suwanee, GA 30024
Ph: XXXXX XXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
Summary
Preformed full-charge bookkeeping functions for partnership-accounts payable, accounts receivable, payroll, payroll tax returns, and working papers for the CPA. With 10 years of experience in management with strong knowledge of examining financial statements. Able to learn new tasks quickly and proficient in growing key customer relationships. Represent establishment with friendly, professional demeanor at all times.
Skills
  • Critical Thinking and Organization
  • Bank reconciliation 
  • Administration and Management
  • Financial Statements 
  • Technical Skills 
  • Account Analysis
  • Accounting Information Systems
Experience
New Accounts Clerks Dec 2014Present JPMorgan Chase Bank Suwanee, GA
  • Discussed and analyzed needs and requirements with customers for financial products and services.
  • Evaluate costs and revenue of agreements to determine continued profitability.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
Accountants Jan 2013Present Eugene Conklin CPA Firm Conyers, GA.
  • Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
  • Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
Strong communication skills comfortable with planning, organizing and scheduling project by priority.
Strong communication skills comfortable with planning, organizing and scheduling project by priority.
  • Advise management about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts.
Underwriter Assistant Mar 2011Mar 2012 HCC Specialty Mt. Kisco, NY.
  • Simulated insurance scenarios that required solutions to complex issues around policy audits resulting in 10% savings annually.
  • Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
  • Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Flight Attendant Jan 2006Mar 2011 Continental Airlines Newark, NJ.
  • Team Leader on all safety specifications and procedures trained new hires on safety, briefings, emergency exit, and proper usage of equipment when applicable.
  • Established outstanding reputation with customer's providing innovative customer services ensuring the customer experience was seamless.
  • Recruit and hire staff members.
  • Resolve customer complaints regarding worker performance or services rendered.
Account Manager Apr 2004Jan 2006 Wachovia Bank Carlstadt, NJ.
  • Recruited, trained, and motivated customer-driven Assistant Account Managers (Fraud department) that achieved a regional unprecedented 50% decrease in fraudulent activity for 12 consecutive months culminating in $300,000 annual revenue.
  • Created reports for upper level executive outlining a meticulous plan on how to prevent fraudulent loss by 10% quarterly.
  • Preformed investigation while identifying fraudulent activities coordinating with claims department to identify violators.
Account Manager Jan 2002Apr 2004 Merrill Lynch Hopewell, NJ.

  • Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
  • Establish tables of accounts and assign entries to proper accounts.
  • Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
  • Provide internal and external auditing services for businesses or individuals.
Education
Bachelor of Science : Accounting May 2014 STRAYER UNIVERSITY Atlanta , GA Accounting
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Resume Details

This is a real resume for a New Accounts Clerks in Suwanee, Georgia with experience working for such companies as Jpmorgan Chase Bank, Eugene Conklin Cpa Firm, Hcc Specialty. This is one of the hundreds of New Accounts Clerks resumes available on our site for free. Use these resumes as templates to get help creating the best New Accounts Clerks resume.

Previous Companies:

  • JPMorgan Chase Bank
  • Eugene Conklin CPA Firm
  • HCC Specialty

Previous Job Positions:

  • New Accounts Clerks
  • Accountants
  • Underwriter Assistant
  • Flight Attendant
  • Account Manager

Schools:

  • STRAYER UNIVERSITY

Level of Education:

  • Bachelor of Science

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