Chantelle Wright Email & Phone Number

Assisted customers with personal banking services. Balanced cash and deposit transactions. Provided information regarding banking and lending services to new and existing customers. Successfully promoted a variety of deposit and loan products. Assisted customers with selecting products that best met their individual needs and goals. Opened new accounts, referred clients to lending officers for loans, mortgages and investment accounts.Provide excellent customer service to clients through telephone, email and in person interactions.Processed all credit and investment documents and organized files.Provide administrative support and complete various clerical duties for all financial advisors.

Responsible for preparing income tax returns for businesses and individuals. Organize and prepare files and forms. Answer client queries regarding income tax and appropriate deductions.

Performed administrative duties and special projects as required.Prepared tax returns, always displaying a highly positive attitude during the busy season and ensuring that every assignment was completed on time.Performed weekly bookkeeping and payroll services and maintained a courteous and professional relationship with clients ensuring ongoing business.