Daniela Jensen Email & Phone Number

Emporia

•Represents the bank to customers in a courteous and professional manner. Provides prompt, efficient and accurate service in promoting, selling and cross-selling bank products and processing teller transactions. •Assists customers with financial needs by regularly promoting, describing, selling and cross-selling such bank services as installment loans, retirement accounts, certificate accounts, checking and savings accounts, safe deposit boxes, ATM, Online Banking, and automatic payments and withdrawals. Effectively answers inquiries regarding banking products, services, and other matters. •Identifies and pursues opportunities to promote, describe, sell, and cross-sell the bank’s products and services. Directs customers to and assists customers with other departments for specialized services. •Opens a variety of new checking and savings, certificate, and IRA accounts, and determines customers’ needs. Explains various account and ownership options, providing the counseling necessary to meet the stated needs, and obtaining the required information. Prepares all documents and paper work, assists customer with signing documents necessary to complete transactions. •Processes a variety of complex account transactions. Receives cash and negotiable instruments for deposit, inspects and verifies negotiable instruments, verifies cash amounts received, accepts withdrawal authorizations, verifies signatures, investigates account holds, and obtains necessary authorizations. Explains penalty interest, ensures accuracy of cash amounts paid out, prepares checks or money orders, etc. •Stays advised of new developments in bank products and services. Is knowledgeable about bank products and services currently available. •Handles a variety of administrative tasks , promotes security awareness, fraud prevention and audit procedures and other administrative responsibilities as assigned by management.

performed specific tasks such as preparing cashier's checks, individual money orders, exchanging foreign currency and issuing traveler's checks; Executed services for customers includes ordering bank cards and checks; Received and verified loan payments, mortgage payments and utility bill payments; Kept records of all transactions on time, accurately and in compliance with bank dealings, balance currency, cash and checks in cash drawer at end of each shift; Responded to inquiries concerning checking and savings accounts and other bank related products; Resolved issues and problems with customer's accounts; Provided excellent customer service by answering or referring financial questions to correct supervisory staff.

Maintained the Account Payable and Receivable unit; Handled monthly journal entries; Processed Payroll; Administered cash/check/credit card payments; Handled expenses and petty cash reconciliation; Assisted Accounting Manager/Controller with Treasury Management Procedures as well as with Balance Sheet Reconciliation; Trained and assisted AP Intern;

Went through cash intake/reconciliation, ordered placement and bookkeeping; Verified invoices and check books; Supported in dealing out with Accounts Receivable; Maintained inventory; Handled outgoing and incoming communication by fax, word document and mails; Cooperated with organizations and a different clients;

Assisted with general finance functions; Coordinated the administration of product orders; Processed monthly expense reports and supporting documents; Provided document to management in areas of corporate presentations, organizational charts, and correspondence; Gathered information for presentations to management at monthly measurement meetings; Communicated with multiple departments to achieve company objectives

Master Of Science, Banking And Finance

Bachelor Of Science, Banking

Degree, Finance