Top 50 Service Associate Skills

high Demand

• Executed daily operations of organization of sales floor.
• Provided professional phone, email and in-person support to customers and other employees as well as support on the sales floor.
• Assist in the receiving of new merchandise, prepare merchandise to be sold and display merchandise on the sales floor.
• Learn and properly perform other tasks assigned, including keeping sales floor clean and free of spills and other obstacles.
• Help with operational activities: go backs, distribute money for registers; cash register duties, sales floor displays.

• Assigned primarily to one zone on the sales floor, but may be required to work in other areas.
• Maintained a clean and organized sales floor so that customers and staff could find products easily.
• Greeted customers on sales floor and ascertained brand, type and quality of merchandise desired
• Provided exceptional customer service both on the sales floor and behind the cash register.
• Designed most of the displays for the sales floor and attracted more business.

• Performed stocking and merchandising duties placing and arranging merchandise on sales floor.
• Provide customer service assistance to shoppers on the sales floor.
• Assist customers in finding products on the sales floor.
• Removed expired merchandise from sales floor.
• Pull freight to the sales floor.

• Assembled and set up furniture appropriately for sales floor Performed costumer conflict resolution.
• Top notch skills in direct sales and sales floor support.
• Will Call) Stock warehouse and sales floor.
• Target, Wake Forest, NC 2006-2006 Sales Floor/Cashier Provided guest assistance and maintained a clean great looking store.
• Provided quick and efficient register transactions Handled returns Maintained merchandise presentation Made sure merchandise on sales floor was replenished

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high Demand

• Provide customers with tracking information, express delivery of credit cards, and assisted with emergency cash if necessary.
• Computed sales prices, total purchases and processed payments with cash, check and credit card on cash register
• Process payments by totaling purchases; processing checks, cash, and store or other credit cards.
• Managed credit cards with remitted payments daily, resolved disputes, ordered new cards and adjusted limits.
• Created monthly marketing promotions and wrote standardized letters for new distributors and credit card declines.

• Provided expert financial advice on every day money management, personal loans and credit cards.
• Demonstrated ability to assist customers to sign up for store rewards programs and credit cards.
• Managed all credit card, Western Union and cash transactions in a banking environment.
• Promoted cash management products including bank accounts, credit cards and insurance products.
• Operated a cash register to process cash, check and credit card transactions.

• Processed payments by accepting cash, checks and credit card payments.
• Key check or credit card transactions with appropriate entry codes.
• Make decisions on credit line increase and credit card authorizations.
• Provide outstanding customer service to clients regarding credit cards.
• Processed loan and credit card applications for customers.

• Assist customers with their credit card concerns.
• Recommended merchandise based on customer needs.Operated a cash register to process cash, check and credit card transactions.
• Direct and log in merchant request and complaints in regards to our credit card machines.
• Verified cash, checks and credit card payments at end of shift.
• Open new credit card, checking, savings and cd accounts.

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high Demand

• Store key holder and assistant management responsibilities include opening and closing the facility, customer service and oversees financial transactions.
• Performed financial transactions accurately and quickly to create a positive impression of the company.
• Process customer financial transactions and assist customers regarding their account or company products/services.
• Provide top-notch customer service by handling financial transactions accurately and efficiently.
• Assisted shareholders and broker-dealers with financial transactions and trades.

• Track payments and allocated financial transactions as required.
• Process all customer related financial transactions.
• Assist customers with financial transactions and locating products; ensure that items are in its correct location for customer accessibility.
• Processed an average of $900 in financial transactions per day including credit cards, cash and debit orders.
• Trained new employees on the use of the bank software to conduct financial transactions and open new accounts.

• Process all customer related financial transactions in accordance with the rules, regulations and guidelines of the bank.
• Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments.
• Processed financial transactions, including withdrawals, loans, rollovers, and dividends for clients via phone.
• Received and disbursed money, and kept records of money and negotiable instruments involved in financial transactions.
• Processed payments and other related financial transactions including student, third party and scholarship payments.

• Assisted members of the credit union with financial transactions such as payments and transfers.
• Interacted and assisted membership with products, services and financial transactions.
• Process financial transactions in accordance with rules and regulations.
• Analyzed complex financial transactions and relationships, including tracing assets and data analytics.
• Maintained high level of accuracy in all financial transactions Administered service appointments to each advisor based on advisor specialty

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high Demand

• Maintain branch correspondence files in preparation for audits in accordance with established guidelines.
• Audited database and recorded faculty interactions with health care member organizations.
• Provided legal files and documents to auditors and regulatory personnel.
• Maintain compliance with company audit requirements.
• Prepared and delivered loan files to external and internal auditors for reviewing and ensured all held appropriate documents.

• Prepare and distribute investor statements, contract notes, audit confirmations, K-1s, etc.
• Managed financial resources, invoicing, purchase ordering, and contract audits across multiple accounts.
• Served in ASG's Audit Support Task Force to develop manual for department wide use.
• Conduct the research and Audit for the document to meet the client's requirement.
• Serve as a consultant and external IT auditor for major domestic and multinational firms.

• Perform daily and weekly audits on commission statements for our top financial focus firms.
• Do the audit and report security breaks or problems to supervisor and manager.
• Assist with month end budget, billing, audit and reconciliation.
• Prepare and complete weekly, monthly, quarterly and yearly audits.
• Manage and balance vault, perform teller and vault audits.

• Completed Inventory control and auditing of available repair parts.
• Perform internal audits for Sarbanes-Oxley Act.
• Assist with monthly branch audits.
• Conducted on-going volunteer database/system audits to ensure accuracy.
• Audited managers and associates to assure adherence with best practices and federal regulations.

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high Demand

• Integrated new clients into a developing middle-office business unit including training and development of employees.
• Ordered Motor Vehicle Reports & Loss Run Reports for yearly renewals and compiled policy and certificate notebooks for renewals and new clients
• Leveraged a strategic marketing plan that utilized Client Data Systems (CDS) technology to solicit new clients and businesses.
• Assisted in the implementation, and installation process for new clients and current clients converting to a newer version.
• Provided financial planning to potential clients, followed by the implementation of investments for new clients.

• Acquired new clients by proactively building relationships through cold calling, referral development and networking activities.
• Assist new clients in opening accounts and provide insight on the different investment options.
• Participated in market research in order to reach new clients and improve sales.
• Prospect new clients through cold calls, warm referrals and networking events.
• Prospected for new clients and managed a personal portfolio of accounts.

• Develop process for new clients to ensure smooth contract processing.
• Work with new clients to determine billing and payment methods.
• Scheduled appointments, service existing clients and obtain new clients.
• Developed skills and methods for prospecting new clients.
• Completed facility admission process for new clients.

• Enter new clients in our database.
• Constructed case files for new clients.
• Partner with Implementation Managers in the onboarding of new clients.
• Acquired 50 new clients in 7 months timeframe.
• Write insurance quotes for new clients'.

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high Demand

• Maintained housekeeping services for exam rooms, waiting areas, nursing stations and general office areas.
• Clean designated offices and Exam rooms by Dusting, Vacuuming, Mopping, etc.
• Cleaned exam rooms, doctor's offices and lobbies.
• Prepped patients and exam rooms.

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high Demand

• Maintain effective communications and working relationships with customers, office staff, and environmental management and supervisory staff.
• Supported senior analyst in coverage of over 20 telecommunications services stocks.
• Maintain good communication, mathematical and computer skills.
• Deescalated hostile situations using therapeutic communication techniques.
• Receive insurance claim information via electronic communication.

• Demonstrated effective communication and interpersonal skills.
• Facilitate team meetings to maintain, lines of communication between management and associates concerning inventory, issues and trends.
• Maintained constant communication between call centers to ensure proper coverage for all territories to keep customer service levels high.
• Utilize excellent customer service skills, attention to detail, with correct written and oral communication.
• Use of excellent communication skills to seek out solutions and answers through research of information.

• Created a tracking email system using the public drive to insure communication is standardized.
• Documented and provided managers with communication of, key risks.
• Demonstrate clear and concise verbal and written communications.
• Draft and post employee benefit communications.
• Use good radio communication skills.

• Used advanced analytical problem solving and communication skills to assist all members of the medical community whenever possible.
• Maintained excellent communication between fellow coworkers when working as a team.
• Point person in regards to client communications and correspondence.
• Provide excellent interpersonal as well as intrapersonal communication to both the patients and staff.
• Operate multi-line phone system Perform customer transactions via cash, credit or debit card Good coordination and communication skills

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high Demand

• Complete detailed results in report form along with recommendations for further treatment and Criminal Adjudication.
• Participated in and led implementation of individual clinical treatment plans and active treatment groups.
• Monitored and participate in scheduled treatment and recreation activities with adolescents.
• Audited the vault and ATM daily and recorded the proof on excel sheets that were sent to the internal auditing department.
• Entered data, such as demographic characteristics, history and extent of disease, diagnostic procedures, or treatment into computer.

• Service Associates maintain a positive and friendly atmosphere for patients and visitors while maintaining HIPPA standards to maintain patient privacy.
• Assisted clients with outside facility appointments, Hands on work with psychologists and psychiatrists for patient treatments and treatment plans.
• Recommend revisions to be made on treatment goals to better serve the client's specific needs.
• Conduct patient self-recovery assessments such as treatment goals, medication administration, and goals for discharge.
• Coordinate, direct, and integrate such treatment plans with all staff on assigned units.

• Carried out ATM daily balancing and maintenance, check scanning and verification.
• Communicated with all staff to coordinate meal and/or nourishment delivery with treatment.
• Transport Patients safely and promptly to and from various locations for treatment.
• Process various type of online payments including: ATM and Mobile check.
• Developed and implemented treatment plans and modified when needed.

• Maintained documentation of participant's goals and treatment plans.
• Assist residents in reaching treatment team goals.
• Excelled in contributing a team atmosphere.
• Service and balance the ATM & Vault.
• Provided investment advice and Recommendations to clients through a outbound/ inbound call center atmosphere.

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high Demand

• Demonstrated customer demands satisfaction flexibility in a high volume, production environment.
• Initiated project cleaning detail of high volume hospital area, ensuring all areas are sanitized according to hospital and OSHA standards.
• Handled a high volume of phone inquiries from providers on a daily basis by answering and resolving Medicare related issues.
• Trusted with high volumes of confidential information such as student records, accounts, and personal information maintaining FERPA regulations.
• Provided 5 Diamond Customer Service answering and caring for over 100 per shift in a high volume call center.

• Responded to a high volume of customer inquiries while providing a high level of customer service.
• Worked in a fast pace high volume deli in a brand new whole sale club.
• Utilize high-end color/black & white copiers for high volume in-house print and copy jobs.
• Processed high volume remittances for multiple clients utilizing high speed imaging software.
• Received and screened a high volume of internal and external email and mail

• Engaged with high volume, high visibility providers to ensure Provider satisfaction.
• Sorted and distributed high volume incoming USPS mail to internal clients.
• Deal with high volume of correspondence, including discrepancies.
• Answered high volume phone calls and irate customer interactions.
• Handled high volume calls per day.

• Processed high volume of outgoing courier packages (i.e.
• Managed and troubleshot printer and network systems Produced and distributed high volume documents Bronze Medal Winner for outstanding performance, 2007
• Function includes: - experience in high volume call center environment - responsible for documenting and resolving written/telephone inquiries.
• Answer a high volume of inbound calls .
• Maintained high customer standards during high volume Handled currency and credit transactions Cross-trained and coordinated scheduling Met quality Standards

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average Demand

• Implemented administrative support to Financial Advisors and their Sales Assistants by processing IRA distributions and terminations.
• Worked directly with financial advisors to provide high quality administration support and oversee direct client relations.
• Provided professional customer service to shareholders and financial advisors throughout the country.
• Communicate operational and financial industry policies and procedures to financial advisors.
• Maintained daily appointment calendar with support staff and financial advisors.

• Provided indispensable service to clients and built relationships with financial advisors and their staff through problem solving and follow-up.
• Assist two (2) Financial Advisors in all day to day retail operations and assist clients as needed.
• Responded to an average of 60 calls a day, assisting over 1,000 financial advisors with day-to-day operations.
• Provided operational support to club level WMAG Financial Advisors, Client Service Associates, and Field Leadership.
• Served as the main point of contact for clients for a team of two Financial Advisors.

• Respond to inquiries from clients, Financial Advisors and Branch personnel to resolve operational issues.
• Worked closely with financial advisors, mortgage brokers, and business bankers.
• Develop strong working relationships with clients, financial advisors and sales desk.
• Make and receive calls from financial advisors and client's daily.
• Educated HRBFA financial advisors on various financial products and paperwork issues.

• Processed securities and purchase orders on behalf of Financial Advisors.
• Assisted HRBFA financial advisors with various processing requests.
• Supported 120+ Financial Advisors and Assistants.
• Managed arbitration between Financial Advisors and Investors after client complaints and provided restitutions.
• Followed research requests until completion and explained the resolution to the Financial Advisors directly Service Center IAS 1.

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average Demand

• Negotiated and endorsed innovative banking business opportunities by vending bank products.
• Service customer accounts, building long-lasting customer relationships by cross selling bank products and referring to appropriate line of business partners.
• Solicited and promoted new business by selling bank products, conducting sales activities, and referring business to other units.
• Connect with customers to decipher need for bank products, exceeded aggressive sales goals in all quarterly reviews.
• Conducted meetings with tellers to educate them on bank products and how to sell them to customers.

• Handle client calls regarding clients IRA Accounts, Easy Savings, Bank Card and bank products.
• Recognize sales opportunities and cross-sell bank products and services to customers utilizing sales tools and services.
• Maintained broad knowledge of bank products and services and proactively matched these to customer needs.
• Support a sales environment and actively seek opportunities to cross-sell bank products or make referrals.
• Assisted business customers with their banking needs and sold additional bank products to customers.

• Provide financial advice and promote bank products and services to current and potential customers.
• Provided excellent service to teller line customers and effectively Cross sold bank products and services
• Excelled at developing relationships with my customers through cross-selling various bank products.
• Explain, advise, and promote bank products and services to customers.
• Introduce new bank products and services to customers and make sales referrals.

• Sell bank products, manage customer relationships, assist customers with transactions
• Acquired working knowledge of all bank products, policies and procedures.
• Amplified 75% of future revenue and retention of clients through cross selling bank products and participation in business development activities.
• Issued bank official items such as Personal Money Order, Official (Cashier) check and other bank products to customers.
• Provided quality customer service Contributed to overall banking operations Supported a sales environment by actively cross-selling bank products

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average Demand

• Manage the front end open and closed the office manage the safe work with customer did lottery money orders and western union
• Stock front end products; restock and use supply items efficiently to eliminate waste and to maintain the lowest supply cost.
• Handle cash operations, meet and assist customers, keep front end clean, merchandised, and priced.
• Reconcile daily transactions with closeout reports, and maintain appearance of lot and front end of store.
• Maintain knowledge of front end operations and stay current on changes in policies and procedures.

• Performed hourly floor walks to ensure safety throughout the store and worked the front end
• Worked in the front end of the most profitable Martin's store in Virginia.
• Managed point of sale transactions for the pharmacy and the front end store.
• Supervised cashiers' daily work schedules and managed the front end environment.
• Head Cashier Overseeing front end, including all cashiers, and loaders.

• Covered the front end when Check-Out Coach was not available.
• Assist in recovery of front end and sales floor.
• Worked as a front end cashier expediting customer transactions.
• Head Cashier: Managed front end cashiers.
• Maintain knowledge of front end operations.

• Manage the front end of the store.
• Stock front end products; restock and use supply items efficiently to eliminate waste Perform cashier associate duties, as necessary.
• Cashier skills, run the front end , assist customers with any questions and concerns
• bag groceries, clean front end, and collect carts
• Supervised front end employees Audited cashiers tills before and after use Handled money in safe Enforced exceptional customer service

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average Demand

• Collect and coordinate information required to process loan applications to present loan package to underwriting.
• Resolved issues related to client account rollovers and examined emergency withdrawal and loan applications.
• Obtain confidential information for loan applications and answer customer questions.
• Submitted loan applications to the underwriter for verification and recommendations.
• Ensured accuracy of loan applications imputed into system.

• Completed loan applications and credit analyses.
• Assist members with opening new accounts, maintaining current accounts, loan applications, and process deposits or withdrawals.
• Approved payday loans within specified limits, and referred loan applications outside those limits to management for approval.
• Open accounts, guide loan applications and make recommendations on what products best fits customer needs.
• Account services including opening and closing accounts, account maintenance, and processing loan applications.

• Performed analysis and review of potential loan applications between $50k-$5 million.
• Loaded consumer loan applications into the [name] loan processing program.
• Evaluate loan applications and provide assistance to customers' concerns.
• Acquire, process, and fund consumer loan applications/documents.
• Examine, evaluate, and process loan applications.

• Process loan applications and cross sell additional products.
• Process loan applications from beginning to end.
• Open accounts, including loan applications.
• Processed short term loan applications, check cashing, and cash handling Trained and supervised up to 2 employees.
• Assist customers with check cashing Personal loans Bill payments Audit loan applications Loan recovery Balance register and safe

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average Demand

• Maintained communication with network facilities' medical records department to ensure timely submission of medical records request.
• Processed in/outpatient medical records necessary for completion & uploaded to EMR within a timely manner.
• Protect the security of medical records to ensure that confidentiality is maintained.
• Maintained medical records on all recipients auditing for content and appropriate documentation.
• Reviewed medical records submitted for reprocessing of claims.

• Maintain patient information of medical records daily.
• Operate office equipment and use word processing, spreadsheet, or other software applications to prepare reports or medical records.
• Responded to subsequent requests for billing related information such as DRG worksheets, medical records and EOB.
• Audit medical records, and employee files to stay in compliance with state and federal policy.
• Fast paced call center environment; contact provider practices and negotiate to obtain medical records.

• Retrieve patient medical records for physicians, technicians, or other medical personnel.
• Transmit correspondence or medical records by mail, e-mail, or fax.
• Research problem claims for correct ICD-9 coding and/or needed medical records.
• Prepared reports, financial statements, letters and medical records.
• Claim Entry(institutional and professional) *Keyed Medical Records

• Deliver mail, medical records, and specimens.
• Educate members on the current Health Plan systems and facilities Appropriately maintain confidentiality of patient medical records
• Requested medical records from providers and vendors, and forwarded received medical records to appropriate personnel on the Hedis Team.
• Entered student medical information into the computer databases Filed medical records Answered phones and transferred calls to appropriate medical personnel
• served in Medical Records and appointments [ ] served in Home Health as Billing and Coding clerk Contract Positions

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average Demand

• Maintained or exceeded department standards for quality and productivity while participating in special projects as assigned.
• Collaborated with supervisor on special projects and process training.
• Coordinated and managed Commission and Marketing Allowance special projects.
• Generated daily reports of special projects for upper management.
• Managed special projects to generate corporate holiday sales.

• Performed extensive research on retirement funds and client plan data in order to complete various special projects/ tasks within company compliance.
• Assisted Patron Services Manager in special projects pertaining to customer's season subscriptions & opening night VIP seating charts.
• Utilized strong organizational skills and assisted with special projects such as coordinating new photos for website.
• Perform special projects and other duties as assigned by the Lead Analyst or Department Manager.
• Assisted with special projects directly handed down by the Head of Field Services.

• Worked on special projects to ensure a better Sales/ Service Assistant manual.
• Contributed to team efforts and spearheaded special projects advertising through social media.
• Have done special projects with social media to handle escalated issues.
• Completed assigned special projects on time and within budget.
• Manage, assist and complete special projects as given.

• Backed up to all departments on various special projects.
• Assisted management with special projects.
• Assigned special projects as needed.
• Review and assess special projects for Department of Insurance in a timely manner.
• Developed scope and timeline for special projects; managed multiple tasks and workstreams; monitored contributions and project progress.

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average Demand

• Communicated daily with executive professionals ensuring timely document execution and wire transfers.
• Perform cash management functions, such as check deposits, check requests, wire transfers, bill payments.
• Maintain the custody of accounts of over $30-billion dollars; prepare and process all related wire transfers.
• Processed daily non-post items, NSF return items, and assisted in the investigation of fraudulent wire transfers.
• Worked with computers as well as money order machines and performed wire transfers through Western Union.

• Process customer transactions such as bill payments, check cashing, wire transfers, etc.
• Performed wire transfers, opened up new sub accounts, Transacted on IRA accounts
• Monitor and approve activity of incoming/outgoing wire transfers of cash and securities.
• Entered and processed customer requests for both domestic and international wire transfers.
• Processed loans, utility sales, money orders, wire transfers.

• Received over 60 incoming calls per day to initiate wire transfers.
• Monitored high risk money order purchases and Western Union wire transfers.
• Processed deposits, withdrawals and wire transfers and balanced daily reports.
• Processed high-volumes of daily wire transfers and dividend payments.
• Execute wire transfers from fund accounts to investor accounts.

• Assist customers with wire transfers and money orders requests.
• Execute wire transfers of funds.
• Authored comprehensive justifications on the permissibility of SWIFT, ACH and FEDWIRE transfers in proprietary software.
• Transmitted bank wires to include standing orders and verifications for all wire transfers on date requested.
• Validated forms and set-up Secure Testkeys for customers to initiate and confirm wire transfers.

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average Demand

• Facilitated the secure transfer of highly confidential documents via the internet and through traditional mail using various encryption methods.
• Log all POS and Internet phone calls into a database to keep track of the customer's issues.
• Process inquiries and registrations received via the Internet, fax, mail or phone message as assigned.
• Demonstrated advanced PC skills by using multiple applications including Internet/intranet, Windows, Microsoft Office Suite.
• Prepared and analyzed budget for all marketing, advertising, public relations, and internet expenditures.

• Handle inbound calls VOIP (voice over internet phone) ensuring a positive customer experience.
• Solicited clients through internet leads, developed referrals, networked, and prepared proposals.
• Use FrontPage to create and maintain department Internet and WorkWeb (Intranet) sites.
• Utilize Windows, Excel, Power point, and internet software programs.
• Recruited new contractors via internet research, e-mail, and cold calling.

• Assist customers with problem orders placed via internet or catalog.
• Use the Internet often to research product inquiries for customers.
• Serve as Administrator for the Walmart.com internet account services.
• Handle customer correspondence and assist with internet inquiries.
• Placed orders in store or via the internet.

• Assist agents over the internet with e-mail questions.
• Take outside calls and check staff log/Internet to see if the individual requesting our services may stay the night with us.
• Utilized the Internet to research information which was incorporated into some of the member literature mailed to the members.
• Assisted Bridal registry clients with escalated service issues * Assisted Internet shopping clients with service issues
• Handled correspondence in a timely manner and assist Consultants and Directors with Internet inquiries.

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average Demand

• Performed opening and closing procedures including bank deposits and redeposit.
• Prepared bank deposits and prepared redeposits.
• Perform closing procedures; preparing bank deposits, investigating and resolving report discrepancies, verify money in cash drawer and safe.
• Prepare bank deposits or re-deposits, investigating and resolving report discrepancies, and verifying money in the cash drawer and safe.
• Process return reports, NSF accounts, closed, stop payments and prepare related bank deposits.

• Removed and recorded amount of cash in register at end of shift and made bank deposits.
• Resolved and investigated report discrepancies, prepared bank deposits and re-deposits, and verifies money.
• Opened and closed the store, which included counting cash drawers and making bank deposits.
• Opened and closed the store, which included financial responsibility and making bank deposits.
• Prepare bank deposits by compiling data from co-workers, verifying and balancing receipts.

• Perform a daily reconciliation of student account receivables and prepare bank deposits.
• Authorize voids and overrides; count register; make bank deposits.
• Distributed money for registers, prepared cash for bank deposits.
• Bank deposits & delivery, other basic financial services.
• Counted cash drawers and made bank deposits.

• Summarized daily totals and made bank deposits.
• Prepare and complete bank deposits.
• Prepared bank deposits for Loomis and balanced the vault daily while operating as the Vault Teller.
• Stocked,cleaned,made all bank deposits
• Assisted with inventory and store orders Handled cash and bank deposits Trained new hires Key holder

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average Demand

• Process utility and other bill payment transactions.

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average Demand

• Processed life insurance replacement notifications exceeding regulatory time standards and company standard of 95% accuracy.
• Maintain MS Life Insurance license and National Mortgage Loan Originator Registration through continuing education, as well as annual banking compliance courses
• Guided insurance agents through the life insurance policy projection/illustration ordering process resulting in same day or next business day output.
• Handled inbound calls as well as escalated calls regarding variable and fixed annuities as well as term life insurance.
• Interacted with investment professionals and clients to provided support & service for various annuity contracts and life insurance products.

• Specialized in retirement planning, life insurance, annuities and portfolio development for a diverse range of clients.
• Handled all financial and non-financial service issues for in force life insurance policies assigned to my region.
• Document review for Private Wealth Management Brokerage, Life Insurance Annuities, and 529 College Save plans.
• Prepared Life Insurance, Disability, and Long Term Care Illustrations for client portfolios.
• Licensed in N.Y. State as a Health and Accident and Life Insurance agent.

• Conducted new product seminars to introduce Life Insurance and Annuities targeting new business.
• Write new or transfer existing life insurance policies with National Guardian Life.
• Attend continuing education classes to keep my Ohio Life Insurance license active.
• Completed case coordination of new life insurance policies.
• Specialize in Annuity and life insurance.

• Completed NYS Life Insurance licensing program.
• Prepare and write life insurance policies
• Provide servicing on existing Prudential life insurance policies and review products offered by Prudential Financial companies.
• Coordinated the sale and maintenance of client's variable annuities, variable life insurance and long term care insurance policies.
• Lead Marketing and Outreach efforts as a Family Service Associate by selling pre-need life insurance policies for death benefits.

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average Demand

• Distributed medication as needed to individuals and assisted with daily living skills.
• Assist intellectually disabled and physically disabled individuals in activities of daily living.
• Assisted with daily living skills such as feeding, personal hygiene, cooking, cleaning, laundry, etc.
• Provide support to individuals living in their homes with all aspects of their personal care and daily living.
• Assisted and trained mentally challenged clients to perform adult daily living skills required for patient's personal growth.

• Assist individuals with activities of daily living to support and promote independent living, i.e.
• Assist with activities of daily living, assist with medication and weekly documentation.
• Assisted individuals with disabilities in various aspects of daily living.
• Provided hands-on assistance with the activities of daily living skills.
• Performed daily living activities for MR children.

• Assist with activities of daily living.
• Assisted with daily living skills.
• Support individuals with activity daily living skills such as eating, bathing, toileting, repositioning, transferring, personal hygiene.
• Help individuals with their Activity of Daily Living Collecting, reporting, filing and transferring data.
• Assisted mentally handicapped individuals with activities of daily living Ensured that clients were taken care of

• Assist client with Activities of Daily Living Skills, personal care/hygiene and on-going training.
• assist the disabled with daily living tasks and community living skills
• Helped children with disabilities complete daily living activities Improved participants' comprehension of personal hygiene Instructed participants in community activities
• Administered medications Assisted individuals with mental and physical disabilities in daily living task Monitored clients for behavioral and physical changes
• assist with personal care, and hygiene Assist with activities of daily living.

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average Demand

• Utilized computer systems for tracking, gathering, and documenting information shared within the organization.
• Exhibited exceptional computer skills when having to deliver packages in computer system.
• Process tax-exempt paperwork for business memberships through an online computer system.
• Entered case data into computer system and monitored case development.
• Admitted and discharged patients administratively into the hospital computer system

• Perform transactions completely and accurately using several computer systems.
• Inputted nurse or doctor requests via fax or phone regarding a patient's nutritional care into the computer system.
• Updated the database regularly by manually documenting all transactions in the registers as well as the computer system.
• Received cash, checks and credit card payments from customers and recorded the amount in computer system.
• Maintained status update of titles in computer system for easy review by management and customer service staff.

• Greeted, registered, and scheduled patients in the practice computer system for office visits and procedures.
• Verify accuracy of the customer's bill using the dealership's computer system and closed paid tickets.
• Access hospital computer systems to view and update current patient information.
• Updated records of all dealership payment transactions in computer system.
• Utilized Microsoft computer systems to maintain all clients records.

• Input data from survey in the computer system.
• Operate the computer system for data management.
• Input data into computer system.
• Mastered point-of-service (POS) computer system for automated order taking.Handled currency and credit transactions quickly and accurately.
• Transported railroad conductors to their assigned track areas Utilized GPS computer systems and generated inspection log sheets

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average Demand

• Prepared and maintained weekly reports for Account Executives and team leaders utilizing Word/Excel/PowerPoint.
• Marketed library services and upcoming programs using Microsoft PowerPoint.
• Generated extensive PowerPoint presentations typically for senior management.
• Created PowerPoint presentations used for business development.
• Compiled presentations utilizing Microsoft PowerPoint.

• Subject Matter Expert and project coordinator for creating eye catching graphics and visually appealing PowerPoint designs.
• Documented procedures performed and results of testing in PowerPoint reports provided to the client.
• Developed new training resources using PowerPoint, hard copy materials, and teleconferences.
• Tutored students in Excel, Access, Word, PowerPoint, Publisher.
• Created Manuals and conducted E-training classes in PowerPoint for Region associates.

• Create presentation materials (PowerPoint, Adobe Acrobat).
• Advanced knowledge of Excel, PowerPoint, etc.
• Prepare PowerPoint presentations, charts, etc.
• Developed PowerPoint materials for student advising workshops Facilitated student advising workshops and lead incoming student panels weekly
• Create Powerpoint presentations for live shows, as well as, ship equipment from location to location.

• Create PowerPoint presentations on the processing of investment purchases and vendor payables.
• Use of Microsoft programs such as Excel, Word and Powerpoint.
• Issued orders to connect services when payment agreements were completed COMPUTER Microsoft Excel, Word, PowerPoint, Outlook SKILLS
• Lead II Home Loans Team Maintain supplies and manage copy center equipment Use Microsoft Word and Microsoft PowerPoint.

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average Demand

• Ensured accurate and timely sorting of and preparation of time sensitive confidential documents and information.
• Coordinate documentation processes for all aspects of financial services and resort management.
• Sorted and shipped specific correspondence to insurance agents and policy holders.
• Processed and prepared all incoming assorted documents daily.
• Managed vendor returns, markups/markdowns, managed back stock to selling floor to ensure optimal assortments and prevent out of stocks.

• Prepared a wide assortment of corporate, flow through, and individual tax returns as well as performed attestation reviews.
• Assisted in warehouse inventory stocking by sorting and opening product boxes and loading and moving large products with warehouse machinery.
• Processed, sort and deliver mail, includes overnights, certified, and regular mail.
• Opened, sorted, and distributed mail to different divisions and departments within the company.
• Alphabetize, Compile, Sort and file imaged loan documents daily to meet service level.

• Prepared cash deposit, sorted bills, filled currency shipment to the Federal Reserve.
• Received, opened, and sorted mail by lenders and products.
• Sorted, weighed and distributed work to be processed.
• Opened, sorted, and distributed mail and faxes.
• Sorted incoming mail according to destination and type.

• Sorted and filed deposit slips and checks.
• Sorted incoming mail Successfully worked as part of a team, while serving in position with Building Services as well as Production
• Create, maintain, and update files as needed * Perform all mail sorting and distribution.
• Sorted, prepared faxes and mail claims for imaged scanning and indexing.
• Assisted customers with returned merchandise Sorted items and returned to the appropriate department Assisted customers with money transferring

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low Demand

• Handled administrative operations by managing front desk and reception areas; including coordinating inter-office communications and daily visitor inquires.
• Monitored activities in the lobby; maintained the appearance of the front desk area, lobby, and main elevators.
• Job Detail: Work regularly scheduled hours at the front desk within the scope of the membership services associate responsibilities.
• Enforced security measures by verifying membership identities and accounts at the front desk, weight room, and basketball court.
• Front desk coverage including switchboard, meeting and greeting visitors, and maintaining internal telephone extension list.

• Front Desk check in Greet members, set up membership, and clean ladies rest rooms
• Help train new staff on front desk functions as well as agency policies and procedures.
• Maintained the front desk and reception area in a neat and organized fashion.
• Cover the switchboard operator/front desk receptionist for breaks, meals and/or absents.
• Answer phone talk to a costumer front desk person

• Update accurate information for the front desk manual.
• Provide back-up to front desk personnel.
• Maintained duties as front desk receptionist for graduate department of the college including greeting guests, answering/transferring incoming calls.
• Worked front desk and greeted clients and advised their Financial Advisor's that they had arrived.
• Post clinic charges and performs front desk procedures of good quality following departmental protocols.

• Front desk responsibilities: control switchboard, process and shipping Intl.
• Front Desk / Concierge position with heavy multi-extension phone traffic.
• Registered and scheduled inpatients and outpatients for procedures Maintained excellent customer service at a positive level Performed necessary front desk duties
• Front Desk / customer service Stocking supplies Housekeeping
• key holder, front desk , cashier

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low Demand

• Minimized cost in office supplies through utilization of an electronic/automated system versus paper/hard copies.
• Maintained budget, monitor and order branch office supplies, break room, forms, envelope etc.
• Restock all areas with necessary items including toiletries, office supplies, and cleaning supplies.
• Conduct inventory and replenish stock of office supplies, toner and paper around campus.
• Redirected phone calls, ordered office supplies, used copy and fax machines.

• Managed office supplies, including purchases as well as distribution to employees.
• Submitted all office inventory, received, and stored all office supplies.
• Purchased office supplies and helped maintain the facilities in study center.
• Order, store, and maintain office supplies for the division
• Organize information for filing systems and order all office supplies.

• Managed, organized and upkeep of office supplies and treats.
• Handled requests for office supplies and specialty items used.
• Maintain forms and office supplies require for daily use.
• Order office supplies, business cards and other stationary.
• Deliver office supplies and printer paper throughout building.

• Deliver office supplies and copy paper.
• Ordered office supplies from vendors.
• Ordered and maintained office supplies.
• Maintained and ordered office supplies Supported Mortgage Loan and Commercial Lending Departments
• Liaised with vendors to receive lowest price for merchandise and office supplies requested.

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low Demand

• Possess sufficient knowledge regarding company policies, and general product knowledge to competently answer associate questions and customer inquiries.
• Performed exceptional customer service utilizing superior product knowledge and multiple sales-based resource competencies.
• Earn customer loyalty through extensive product knowledge and high standard of service/satisfaction.
• Participated in extensive training in customer relations and product knowledge.
• Dedicated to continuously improving sales abilities and product knowledge.

• Learned, referenced and applied product knowledge information
• Participated in development program for product knowledge.
• Brand and style expert who used product knowledge to help customers select merchandise that met both their budget and fashion needs
• Assessed the needs of the customer and provided the appropriate level of service and product knowledge on the sales floor.
• Utilized mortgage, consumer and commercial lending product knowledge and sales techniques to cross-sell bank products and services.

• Trained associates on how to handle and process inbound calls, product knowledge and TMS system.
• Maintain thorough product knowledge of merchandise to emphasize quality, trends, and designers.
• Utilize Superior product knowledge and licenses to identify and meet customer financial needs.
• Maintained product knowledge & remember what was and wasn't in stock.
• Assist in evaluating customer inquires through deviation from product knowledge and procedures.

• Train and supervise new tellers on system functions and product knowledge.
• Applied technical product knowledge and explained applicable tax regulations to clients.
• Maintained product knowledge for each brand sold under the corporation.
• Answered customer's questions about product knowledge.
• Greet, serve and advise clients based on product knowledge - Engaged in up-selling and cross-selling across product categories

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low Demand

• Assist in dispatching service technicians for emergency technical support.
• Explained mutual fund withdrawal procedure, processing, faxing forms, provided technical support to web-based clients.
• Conducted sales of all types of Rifle, Shotgun and Hand guns with technical support.
• Interacted with diverse groups, executives, managers, technical support and subject matter experts.
• Provided technical support and training for employees working with quality reports and departmental statistics.

• Provided computer technical support to call center (i.e software and hardware failures).
• Provided SME upon escalation of events, to IBM's technical support teams.
• Provide technical support to diagnose and resolve technical hardware and software issues.
• Escalated calls to technical support if issue involved passwords changes and refunds.
• Provided day-to-day leadership, motivation and technical support to team members.

• Resolved technical issues for branch via technical support and ServiceWorks cases.
• Provide basic technical support to customers and other team members.
• Handled service calls for technical support and presentation assistance.
• Provided technical support to troubleshoot non working TTY devices
• Provide technical support and advice to management.

• Offered friendly and helpful technical support to college students and staff Exhibited problem solving abilities in identifying and resolving computer problems
• Provided technical support to online shoppers utilizing the V.me payment platform in different languages.
• Handled multi-line inbound telephone calls via technical support.
• Invent ory Management Customer Service Troubleshooting/ Technical Support
• Provide technical support & Patient services Follow correct procedures and safety guidelines Collect specimen Analyze results Receptionist Accounting

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low Demand

• Provided customer support including troubleshooting to resolution and scheduling in-home service for issues relating to all major household appliances.
• Received incoming calls and performed troubleshooting for student and faculty computer issues.
• Used computerized systems for tracking, information gathering and troubleshooting.
• Provided technical support to troubleshoot non-working TTY devices
• Provide superior customer service and troubleshooting.

• Perform guidance and troubleshooting with PCs, e-readers, copy machine, fax machine, and print release station.
• Research, resolve and assist with customer billing problems, account activation, phone and troubleshoot technical issues.
• Consulted with the client and our team to troubleshoot problems and research requests for the client.
• Open and close all POS systems on a daily basis and troubleshoot as needed.
• Assisted customers with various technical issues (password resets, website navigation, troubleshooting)

• Utilized OMS (Order Management System) to track and troubleshoot current orders.
• Asked probing questions and used judgment skills for troubleshooting and service issues.
• Provided timely customer service to guest inquires and troubleshooting needs.
• Assisted merchants; troubleshoot problems such as errors on credits/debits.
• Walked clients through troubleshooting web issues over the phone.

• Assisted and trained with computer troubleshooting.
• Diagnose and troubleshoots problems on all Value, Performance, ZXP 8, ZXP8 Laminator and ZXP3 on the Card Line.
• Set up and maintain 500 employee computers Troubleshoot software, hardware, and network problems to provide quick resolution to user issues
• Served as the key point of contact for teller questions and troubleshooting in and for all branches Trained new hires.
• Mastered advanced operational empowered tasks, which required attention to detail, troubleshooting, and policy knowledge 3.

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low Demand

• Developed close relationships with customers and performed reconciliation tasks by matching customers' financial needs with appropriate banking products.
• Identify potential customers with financial needs and schedule appointments with Managers and Personal Bankers.
• Utilized detailed profiling analysis tools to identify customer financial needs and cross-selling opportunities.
• Perform monetary transactions and discover financial needs and provide products and service recommendations
• Assisted clients analyzing financial needs, and provided appropriate recommendations.

• Provided alternative options to participants to assist them with their financial needs if the obvious solution was not available.
• Developed solutions to meet the financial needs of small business customers while building long-term banking relationships.
• Established and developed client relationships and evaluated and serviced their financial needs and goals.
• Provided exceptional customer service in order to meet customer s financial needs and requests.
• Ace Cash Express is known for check cashing, but also financial needs.

• Schedule and set up appointments with clients to identify their financial needs.
• Opened deposit accounts for 10+ customers per shift to meet financial needs.
• Budgeted financial needs for Northeast, Midwest, and Latin American airports.
• Assist customers with opening bank accounts that fit their financial needs.
• Worked with bank customers to determine their financial needs and goals.

• Refer customers to appropriate bank personnel to meet their financial needs.
• Handle customer financial accounts and assess financial needs.
• Managed the financial needs and over 200 clients.
• Help families get out of debt and become financially independent by implementing a Financial Needs Analysis.
• Cash advances Check Cashing Assist customers with their financial needs

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low Demand

• Processed customer orders using AS400 system and accurately communicated all essential elements of the sales to customers.
• Work in a fast past environment preparing customer orders while maintaining outstanding customer service as company standards
• Process room service customer orders, including patient/family initiated orders and those patients needing assistance.
• Filled commercial customer orders in preparation for scheduled deliveries.
• Processed customer orders and accepted payments.

• Provide shipping information on customer orders.
• Processed customer orders while communicating all essential elements of the sales script to ensure exemplary customer service and call quality.
• Receive all internal customer orders via phone or email then enter orders into database and develop invoices for customers.
• Assisted customers with product information, took customer orders via telephone, fax, and email.
• Updated customer orders from start to finish in an accurate and timely manner.

• Schedule and dispatch drivers to appropriate locations according to customer orders and requests.
• Print Lottery tickets, work the cash register ringing up customer orders.
• Point of sale, Customer Orders, Shipping Merchandise, Receiving Merchandise.
• Ensured the pulling of delivery, commercial, & customer orders.
• Process, manage, and follow up on customer orders.

• Process customer orders provide sales option and product information.
• Documented all action taken on customer orders.
• Gathered items for customer orders Loaded and unloaded customer orders on and off trucks with a forklift Maintained customer orders in computer
• Take customer orders Serve food and beverages Prepare Itemized checks
• Take customer orders Tint, mix and prepare products according to order Load and unload trucks Clean and maintain workspace

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low Demand

• Performed contract quantification work for revenue recognition and forecasting purposes.
• Maintained composer and patience during difficult customer situations.
• Researched exception items and posted customer account adjustments.
• Execute the monthly accounting close process, balance sheet reconciliations, income statement variance analysis, and post necessary journal entries.
• Position required assistance in the operation of customer service calls and correspondence in regards claims processing and benefits.

• Position required ability to multitask, and to demonstrate and practice strong written and oral communication skills.
• Received checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Assisted merchants with daily inquires, deposit detail, credit card approvals, etc.
• Worked closely with Public Relations to post ads and forum posts to attract contractors.
• Performed skip tracing to locate customer or unit and reviewing accounts for repossession.

• Process cash, depository and loan transactions in excess of $100,000 daily.
• Ensured Guests had a positive overall experience throughout their stay.
• Maintain positive rapport with members, staff, and volunteers.
• Articulated organization's value proposition to prospects, addressed financial inefficiencies and proffered client specific solutions.
• supervised and worked in a team to provide a positive customer experience.

• Handled multi million dollar deposit daily.
• Manage account records, submit all proper reports on transaction business for all accounts Telephone follow up for customer's pre/post appointments
• Compose, design and/or type correspondence, memoranda, forms, speeches, handouts, reports, and flyers.
• Applied postage to all outgoing company mail using Pitney Bowes machinery.
• Adhered to all reconciliation and balancing procedures Customer Friendly Initiated and closed bonds Handled safe deposit boxes Performed clerical tasks

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low Demand

• Maintained up-to-date knowledge of company policies, regulations and current investment products while providing excellent customer support building long-term customer relationships.
• Assured quality improvement program is implemented, developed and revised in accordance with company policies and procedures.
• Facilitated in-service sessions for staff on company policies, procedures and review union contract
• Completed accurate paperwork and transactions according to company policies and procedures.
• Ensured compliance with all state and federal regulations and internal company policies

• Maintained quality and adherence reflecting company policies and guidelines.
• Provide leadership in the absence of branch managers to employees by reviewing and approving transactions to ensure adherence to company policies.
• Utilize effective communication skills by negotiating special deal terms while adhering to company policies and procedures through the process.
• Facilitated the learning of company policies and procedures with new employees in the training process.
• Follow all company policies, cash handling policies and special store loss prevention procedures.

• Complied with company policies and procedures, while adhering to strict laws.
• Complied with federal, state and company policies, procedures and regulations.
• Fax and files confidential documents and follows all company policies and procedures
• Follow company policies and procedures and perform other duties as assigned.
• Follow company policies and procedures to maintain cash register performance.

• Handle cash correctly according to company policies.
• Adhere to company policies and procedures.
• Explained company policies and procedures.
• Recruit, train and supervise employees on company policies and computer software.Delegate employee related and customer issues.
• Handled all customer relations in a gracious manner and according to company policies.

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low Demand

• Develop and maintain relationship with customers and assist to generate sales opportunities for financial products of company.
• Identified and resolved customer concerns regarding financial products and services promptly and accurately.
• Analyze financial info provided by clients and matching the best financial products that will help clients to achieve their financial goals.
• Helped clients grow and protect assets through various financial products such as insurance, annuities, IRAs, and mutual funds.
• Presented analysis of Citibank customer's accounts with recommendations of financial products to meet customer's financial needs.

• Licensed insurance and financial products Producer in Series 6 and 63 (State of Minnesota No.40172836).
• Executed financial products including Life Insurance; Accident, Health or Sickness and Variable lines of authority.
• Assisted customers with the opening of new Certificates of Deposit, Retirement Accounts and Other Financial products.
• Developed new client base through cold calling and sold financial products to new and existing customers.
• Performed market research of suitable financial products to meet the needs of the client.

• Educated clients on a variety of banking and financial products tailored to their needs.
• Utilize sales/referral opportunities of bank's financial products to build relationships with customer base.
• Attained knowledge and great expertise in the financial products offered by the bank.
• Offered and sold financial products to best fit every individual's needs.
• Identified customer's needs and referred to financial products and services.

• Presented and sold financial products to current and new clients.
• Engaged in ~~~~~~~~~ learning about mortgage and financial products.
• Provide information about financial products to meet client needs.
• Generated higher sales through cross selling financial products.
• Carried out sales of financial products.

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low Demand

• Provided account information to existing customers and consumers by answering inbound calls.
• Completed auto quotes and basic account information for approved customers.
• Assisted customers with general and extensive inquires regarding account information.
• Corrected and distributed pertinent customer account information.
• Maintain customer records by updating account information

• Research business and personal account information.
• Provide account information to customers.
• Assist client with navigation of website to obtain personal account information, forms, and information about product offerings.
• Compile information about new accounts, enter account information into computers, and file related forms or other documents.
• Fielded and resolved account issues and provided account information to clients in a call center environment.

• Help prepare monthly profit and loss reports by collecting, analyzing and summarizing account information.
• Provide services to customers, such as order placement or account information.
• Create and maintain patron account information for accuracy.
• Maintained account information in BETA system.
• Assisted shareholders with account information; processed redemptions; updated services; updated geographical information; account research.

• Supported Ameriprise financial planners, para-planners and customers by furnishing confidential account information as required.
• Filed and sorted consumers vital paperwork and other account information.
• Updated customer account information as requested by the Financial Advisors within the guidelines of compliance and branch management.
• Updated account information using information received from customers, KANA E-mails, and Avaya Fax.
• Logged and maintained account information using DCXchange and settled non-automated NSCC trades.

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low Demand

• Execute most retail and commercial interactions, including account openings, problem resolution and customer referral of more sophisticated product needs.
• Conducted problem resolution analysis within established guidelines by effectively communicating with other departments and the customer.
• Followed up with purchasing to resolve discrepancies and perform problem resolution in automated purchase order system.
• Respond accurately to customer inquiries for information and provide effective problem resolution as needed.
• Identified customer needs and provided reference to customers regarding product sales and problem resolution.

• Recognized for exemplary customer service and problem resolution.
• Research and problem resolution for accountability mail.
• Provide notary services and problem resolution.
• Completed basic research and problem resolution.
• Provide customers with all aspects of product openings, servicing and maintenance, and problem resolution.

• Provided customer service, problem resolution, and worked in various areas of the store.
• Served as liaison between payers and HealthDirect regarding policies and procedures and problem resolution.
• Provided customer service and problem resolution in a phone queue environment.
• Provide real-time customer problem resolution in both Unix and Windows environments.
• Serve as primary contact for new account openings and problem resolution.

• Assist in problem resolution and answering customer inquiries.
• Answered multi-line telephone, customer inquiries, problem resolution, billing and insurance concerns and inventory management.
• Communicated specific healthcare programs and cost comparisons, life event processing, and assist with problem resolution.
• Ensured client satisfaction using a customer centric approach to service and problem resolution.
• Conducted myself in a professional manner when needed for a problem resolution.

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low Demand

• Reviewed and evaluated documents for completeness and accuracy, identified deficiencies and recommended corrective action to ensure compliance with organizational requirements.
• Created and implemented a record-keeping system within the department to ensure compliance with all record-keeping and customer privacy regulations.
• Inspected industrial or municipal facilities or programs to evaluate operational effectiveness and ensure compliance with environmental regulations
• Reviewed and researched accounts and identification documents to ensure compliance with SEC regulations.
• Assisted in managing team metrics to ensure compliance and service level agreements (SLA) are met in a fast-paced environment.

• Reviewed profiles on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.
• Worked with branch leadership to ensure compliance with policy and procedures, in addition to meeting individual daily sales targets.
• Cross trained staff on administrative procedures, operational changes as well as licensing and commission requirements to ensure compliance.
• Participate in weekly test and inspection of pumps to ensure compliance with safety standards.
• Audited branch transactions on a nightly basis to ensure compliance with all BSA/AML requirements.

• Understand and ensure compliance for regulations and reporting such as BSA and OFAC.
• Attended planning meetings to ensure compliance with municipal and state authorities.
• Reviewed policies and procedures to ensure compliance with partnership agreements.
• Engaged with residents daily to ensure compliance with HUD regulations.
• Review fund offering documents to ensure compliance with fund terms.

• Direct internal and external audits to ensure compliance.
• Perform tasks to ensure compliance with work group and client specific procedures to further guarantee adherence to service level agreement.
• Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines.
• Monitor macronutrient and electrolyte intake to ensure compliance with MNT diet.
• Monitored crewmembers' schedule and duty time regulations to ensure compliance with FAA standards.

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low Demand

• Coordinate and track all activity on each transaction including analyzing leases, financial statements and environmental and structural reports.
• Prepared cash flow and personal financial statements for existing clients used for strategic retirement planning.
• Analyzed financial statements, ledgers, and regulatory reports for financial institutions.
• Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.
• Conducted coding of financial statements and researched deposits for any discrepancies.

• Prepare and review monthly financial statements while working directly with external auditors and clients to ensure accuracy of the funds reports
• Responded to policyholder written requests for policy changes, confirmation and financial statements, complaints, and other requests.
• Prepare, analyze, and understand, various in financial statements and document explanation for significant for specific items.
• Formulate and coordinate quarterly and annual reviews, financial statements & advisory board reports.
• Produced monthly and annual financial statements - Compilations and For Management Use Only.

• Prepare drafts of financial statements, footnote disclosures and condensed schedule of investments.
• Audited financial statements of governmental, not-for-profit and, and private companies.
• Prepared trial balance and financial statements in order to prepare tax returns.
• Prepared general ledgers and financial statements for trusts using the QuickBooks software.
• Ensured accurate and timely reporting of Financial statements to Fitch UK.

• Prepared financial statements for two feeder funds and one master fund.
• Liaised and assisted with audit queries and annual financial statements.
• Skilled in preparation, review and analysis of financial statements.
• Produce financial statements for small business clients.
• Assist with preparation of financial statements.

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low Demand

• Spearheaded development and execution of Total Quality Management projects and initiatives, including overseeing cross-functional staff members.
• Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
• Supervised employee developmental plans and programs and mentored the 92 staff members to improve customer service and on-time performance.
• Communicate policies, regulations, and standards to staff members, patients and visitors to ensure compliance.
• Serve Faculty member, staff members with their needs and help them with student's dispute.

• Assisted with clerical/support staff functions for other departments and trained temporary staff members as needed.
• Conduct product and new hire training for incoming staff members for all branch campus locations.
• Worked as part of a team and interacted with diverse customers and staff members.
• Train new staff members upon arrival to ensure health and safety standards are met.
• Supervised the work of Park Service staff members during the Fourth of July parade.

• Handled high call volume and determined when staff members and physicians should be paged.
• Oversee the operation of staff members of this electrical wholesale company.
• Make quick decisions to best suit customers and other staff members.
• Escalate problems to senior staff members and/or management as appropriate.
• Coached, counseled and developed new staff members.

• Train other staff members to work as cashier's * Maintain periodic transaction reports and ensure management of daily cash accounts.
• Deliver a two hour presentation on Commonwealth's proprietary account data base system to financial advisors and their staff members.
• Delivered packages to students and staff members Sorted, scanned, and shelved packages Filed financial deposits for Assistant Director
• Prepared Memphis City Schools food menu items Served Nutritious Meals to the Students and Staff members Handled cashier duties as
• Handled an average of 300-400 calls daily from all hospital [ staff members with a variety of requests.

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low Demand

• Provide reference services to adult patrons by assessing customer information needs to determine appropriate information resources that meet customer requirements.
• Utilized a Microsoft Windows based workstation in an inbound/outbound solution center to locate customer information and perform necessary transactions.
• Maintained used car inventory, updated dealer contracts and customer information file storage, and ensured customer satisfaction.
• Updated customer information in the customer service database during calls and documented all actions taken regarding customer orders.
• Input and updated customer information into company database; maintained internal files per company procedures.

• Created Canadian ID cards utilizing policy and customer information from internal systems.
• Gathered and verified all required customer information for tracking purposes.
• Use multiple company specific software programs to access customer information.
• Verify customer information, and help customers with disabilities.
• Maintain confidentiality of bank records and customer information.

• Maintained client and customer information in company system.
• Enter customer information into People-Soft within guidelines.
• Handled and processed confidential customer information.
• Assured proper and timely conclusion of service tasks by monitoring the status of orders within the customer information database.
• Handle and respond to customer informational requests and keep respective Private Bankers informed when appropriate.

• Entered all new customer information and create work orders into M- key computer system.
• Assessed payments to customer accounts, and provided assistance with any customer information updates.
• Verify and obtain customer information from creditors and other sources.
• Test phone lines, provide customer information on accounts.
• Organize and filed Customer information Answered multiple phone lines Processed loans, bill payments, wire transfers and cashed checks

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low Demand

• Respond to correspondence form claims examiners, doctors offices and other insurance companies regarding correct coordination of benefits process.
• Interacted directly with various financial and insurance companies to establish insurance policies and procedures
• Communicate with administrative health personals and insurance companies for accuracy of the records.
• Adjudicated medical claims by coordinating benefits with the primary insurance companies.
• Corresponded with other insurance companies via electronic transmissions.

• Interacted with insurance companies on behalf of patients/customers.
• Contacted insurance companies for program eligibility.
• Processed accounts receivable and accounts payable between our company, our clients and the insurance companies.
• Assisted and explained problems with insurance companies; counted the medication; waited on customers
• Act as a liaison between clients, vendors and various insurance companies.

• Follow up with insurance companies & clients on expired insurance policies.
• Worked with title insurance companies to resolve various potential title issues.
• Contacted insurance companies and agencies to renew and update hazard insurance.
• Created refund packages to send to patient or insurance companies.
• Communicated with insurance companies for patients drug coverage issues.

• Filed grievances and disputed them with insurance companies.
• Call other insurance companies and provider offices.
• Processed refunds to patients and insurance companies Identified and resolved issues with other parties within the Financial Operations Department.
• Send subrogation demands to other insurance companies.
• Processed prescription requests for physicians and patients Communicated with insurance companies to resolve billing problems Provided excellent and timely customer service

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low Demand

• Assist in providing the value-added risk management capabilities needed to mitigate risk, support business strategies and continuously improve operational performance.
• Developed many cost containment skills such as efficiency, creative/effective product development, supplier relations, and risk management.
• Produce reporting and analysis used by senior management providing insight on the risk management program.
• Received training in nonviolent crisis intervention, incident reporting, medication administration and risk management.
• Assisted head of risk management to approve equity investment funding; drafted corporate services agreements

• Provided financial planning and risk management analysis for clients.
• Worked closely with the Senior Lead Technical Specialist on national risk management accounts with the reconciliation of large two national accounts.
• Ensured member's identities are protected via documentation being signed and sent to Risk Management.
• Risk Management manual: creating manual by documenting each and every task done here.
• Cash checks using established risk analysis (RA) and risk management materials.

• Managed the receivables, including billing and collection for large risk management customers.
• Stock management, basic and seasonal replenishment, safety maintenance and risk management.
• Process payments and correct payment posting errors, process risk management documentation.
• Chair bi-weekly meetings of the risk management committee.
• Hold a thorough understanding of risk management.

• Risk Management Developed policies and procedures critical to internal controls and risk management.
• Provided investment management, risk management, personal financial planning, and insurance strategies to build and preserve clients wealth.
• Performed risk management activities, which included margin balances, mailgrams to assist customers in meeting their purchase/sale transaction activities.
• Set up defined benefit packages for small businesses Conducted client seminars for investing and risk management.
• Team advisor for various financial and trading strategies within risk management.

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low Demand

• Provided Administrative support, Full maintenance, Daily maintenance, Patient arrival Coordination and Medicare/Medicaid inquires and updates through computer applications.
• Conduct insurance verification via national Medicare and Medicaid database systems and also the newly implemented My Ability website.
• Preform daily entity certified to provide Medicaid community mental health services in accordance to clients insurance.
• Retrieve referrals and insurance authorization required, using EGALE System verified Medicaid and Medicare benefits.
• Developed critical knowledge of Medicare/Medicaid benefits, physician /medical claims and medications.

• Referred potentially eligible patients to the Medicaid Eligibility Unit.
• Performed Medicaid rebate calculation for a pharmaceutical company.
• Required detailed expertise on admission processes, discharge planning, dispute resolution, HIPPA regulations, Medicare and Medicaid.
• Assist clients in applying for public benefits such as Food Stamps, Medicaid, Medicare and Social Security.
• Research and resolve eligibility issues relating to beneficiaries and data received from the Centers for Medicare and Medicaid.

• Maintain clear and up to date documentation on assigned participants, according to Medicaid Rule 132 and CARF.
• Prepared Medicare and Medicaid forms to be submitted to the Department of Health & Human Services.
• Solved clients concerns and questions regarding to Medicare, Medicaid and Long term care issue.
• Experience with Medicare, Medicaid, HMO and PPO contracts.
• Educate families about the Medicaid spend-down process.

• Provide treatment services to Intellectually Disabled Individuals while up-keeping the consumer records according to Licensure and Medicaid standards.
• Created Medicaid waiver objectives and implemented behavioral management of clients.
• Verified patients' eligibility and claims status with insurance agencies such as Medicaid and through our Member Services Department.
• Educated members in regards to Medicaid and various other secondary insurance policy questions, concerns and problems.
• Typed prescriptions and troubleshooted insurance, medicaid and medicare B and D Bao Vi Huong 4 issues.

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low Demand

• Maintain customer/patient confidentiality according to HIPAA and company standards.
• Followed all applicable government regulations including HIPAA.
• Use EMR software to manage patient records and files; reinforce and uphold patient confidentiality as required by HIPAA and clinic.
• Maintained strict confidentiality and abide by HIPAA Laws when processing pertinent information pertaining to members' medical records and history.
• Reviewed customer Statement of Health forms for medical history resulting in approval or denial while maintaining strict HIPAA guidelines.

• Educated to work with the many rules and regulations concerning the sensitivity of Medicare products and HIPAA regulations.
• Learned about the importance of patient privacy, and therefore, the rules and laws surrounding HIPAA.
• Maintain all information in a private and secure manner, complying with HIPAA Guidelines at all times.
• Filed insurance claims and adhered to HIPAA regulations to protect patients and their rights.
• Complied with applicable HR Laws to complete request for HIPAA letters and COBRA packets.

• Act as a team resource for questions regarding HIPAA guidelines and processing.
• Uphold HIPAA regulations to preserve the privacy of patient health information.
• Obtained necessary signatures on AOB, MSP, and HIPAA authorizations.
• Maintain compliance with HIPAA standards.
• Print and mail HIPAA certificates.

• Provided caring and compassionate service to hospital guests Followed OSHA/HIPAA
• Communicated and forwarded patient related material when permissible with healthcare professionals in accordance with state law, HIPAA, and company standards
• Performed duties in alignment with FMI, HIPAA, property objectives and state licensure guidelines.
• Served as project coordinator for HIPAA and Aetna retiree benefits.
• Adhere to HIPAA guidelines when patient Dept.

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low Demand

• Provided efficient customer service by completing insurance applications for new customers.
• Performed database entry including all personal information of new customers.
• Facilitated meetings with new customers to review processes in billing, payments, and membership administration.
• Provide Financial planning to new customers and offer solutions through life insurance and investments products.
• Selected to coach and mentor new customers service representatives for opening of new branches.

• Determine billing type for all new customers and enter results in Cobra.
• Marketed and sold/cross-sold bank products and services to existing and new customers.
• Developed new creative strategies to enhance branch sales and generate new customers.
• Solicit new customers through networking groups, marketing campaigns and phoning.
• Solicited new customers via cold-calls, advertising, and relationship building.

• Promoted new bank products and services to new customers.
• Present overall portfolio of banking services to new customers.
• Assisted new customers in the development of their accounts.
• Send out claims forms to new customers as needed.
• Sell insurance and investment products to new customers.

• Solicit new customers through approved techniques and methods.
• Organize and provide membership to new customers.
• Handle the rapidly growing list of new customers health meal service accounts.
• Maintain inventory maintenance prescription drugs Prepared prescriptions for customers Registered new customers, Assisted pharmacists in performing duties related to dispensing medications
• Home improvement retailer) - Specialized in sales to residential contractors - Opened credit accounts for new customers.

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