Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.Detail-oriented, skilled in handling diverse range of accounts payable functions with accuracy, efficiency and sound judgment. Adept at organizing and prioritizing requirements to maintain tight deadlines and strict financial controls. Accustomed to delivering superior performance in autonomous or team-focused environments.
Integrated Benefits Solutions, Inc
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Financial Analyst And Ap And Ar SpecialistIntegrated Benefits Solutions, IncTrussville, Al, Us
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Financial Analyst / Ap & Ar SpecialistIntegrated Benefits Solutions, Inc Aug 2019 - PresentBirmingham, Alabama, United States• Provide processing support for the Thrift Savings Plan (TSP), which is the largest Defined Contribution plan in the world with over 6 million participants• Assist plan participants and beneficiaries when funds (i.e., loans and withdrawals) are dispersed from the plan and then returned due to a problem• Administer accounts payable, conduct general ledger and bank reconciliations and prepare monthly sales and use tax returns• Handle numerous inbound and outbound calls per day to… Show more • Provide processing support for the Thrift Savings Plan (TSP), which is the largest Defined Contribution plan in the world with over 6 million participants• Assist plan participants and beneficiaries when funds (i.e., loans and withdrawals) are dispersed from the plan and then returned due to a problem• Administer accounts payable, conduct general ledger and bank reconciliations and prepare monthly sales and use tax returns• Handle numerous inbound and outbound calls per day to address customer inquiries and concerns• Create spreadsheets using Microsoft Excel for daily, weekly, and monthly reporting• Achieve high satisfaction ratings through proactive one-call resolutions of customer issues• Input financial data and produce reports using the Microsoft suite of products• Manage and respond to correspondence and inquiries from customers and vendors• Maintain confidentiality of sensitive government information and comply with securitypolicies within guidelines and regulations• Utilize best practices to ensure proper safeguarding of participants' personal information• Participate in annual training regarding the protection of PII and Cyber Security. Show less
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Financial Relationship ConsultantRegions Bank Nov 2017 - Aug 2019Birmingham, Alabama• Originated, reviewed, processed, closed and administered customer loan proposals.• Identified sales opportunities and referred customers to branch partners in financialservices. • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.• Answered telephone inquiries on checking and savings accounts, loans and lines of credit.• Answered customer inquiries regarding account balances, transaction history… Show more • Originated, reviewed, processed, closed and administered customer loan proposals.• Identified sales opportunities and referred customers to branch partners in financialservices. • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.• Answered telephone inquiries on checking and savings accounts, loans and lines of credit.• Answered customer inquiries regarding account balances, transaction history, servicescharges and interest rates. Show less -
TellerRegions Bank Nov 2015 - Nov 2017Birmingham, Alabama -
Clinique ConsultantBelk Jul 2014 - Nov 2015Riverchase Galleria• Engaged with customers to effectively build rapport and lasting relationships• Grew sales and boosted profits, applying proactive management strategies andenhancing sales training• Boosted sales by conferring with customers to evaluate purchase requirements andrecommend best-fit company offerings• Prepared merchandise for sales floor by pricing or tagging• Conducted consultations to understand client's desired outcome and assessed skin typeand face structure. -
Sales AssociateMichael Kors Nov 2013 - Aug 2014Riverchase Galleria• Prepared merchandise for sales floor by pricing or tagging• Engaged with customers to effectively build rapport and lasting relationships• Developed, marketed, and sold full range of products and support services• Increased sales by offering advice on purchases and promoting additional products• Organized racks and shelves to maintain store visual appeal, engage customers andpromote specific merchandise. -
Sales Associate / Sales LeadAnn Inc. Mar 2012 - Nov 2013The Summit• Acquired and maintained full knowledge of product technical and functional aspects to better serve customers' needs• Coordinated solutions for new and existing customers to meet unmet needs and resolve various issues• Built professional relationships with local influencers to successfully boost reputation within Birmingham Metro community• Achieved and exceeded sales goals through dedication to identifying and pursuing new opportunities• Provided exceptional customer service… Show more • Acquired and maintained full knowledge of product technical and functional aspects to better serve customers' needs• Coordinated solutions for new and existing customers to meet unmet needs and resolve various issues• Built professional relationships with local influencers to successfully boost reputation within Birmingham Metro community• Achieved and exceeded sales goals through dedication to identifying and pursuing new opportunities• Provided exceptional customer service to foster client loyalty and satisfaction. Show less -
Sales AssociateLotus Boutique Jun 2011 - Mar 2012The Summit• Engaged with customers to effectively build rapport and lasting relationships• Boosted sales by conferring with customers to evaluate purchase requirements.• Helped customers locate products and checked store system for merchandise at othersites.
Allison Lessley Education Details
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Homewood High SchoolStandard Diploma
Frequently Asked Questions about Allison Lessley
What company does Allison Lessley work for?
Allison Lessley works for Integrated Benefits Solutions, Inc
What is Allison Lessley's role at the current company?
Allison Lessley's current role is Financial Analyst and AP and AR Specialist.
What schools did Allison Lessley attend?
Allison Lessley attended Homewood High School.
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