Emily Masterson Email & Phone Number

Cedar Rapids, Ia, Us

Cedar Rapids, Ia, Us

Cedar Rapids, Ia, Us

Chicago, Illinois, Us

Chicago, Illinois, Us

Marion, Iowa, Us

- Works behind the teller line completing transactions for customers professionally and accurately- Maintains a cash drawer and completes around 100 transactions a day while ensuring my drawer is balanced and organized- Assists customers by recommending bank services and products that meet their needs and help solve their problems - Uses Navigator and Integrated Teller to complete customer transactions- Has the ability to give overrides for complicated transactions to newer tellers

Marion, Iowa, Us

- Worked with external auditors to ensure that adequate controls were in place in the trust department- Managed ongoing projects that helped ensure or trust accounts met the legal criteria required- Presented investment proposals to trust officers that reallocated assets in accounts and customized certain proposals to include client requests for beneficiary distributions- Bought and sold stocks and bonds with trust account funds- Contacted clients and gathered information to put into the trust system

- Worked as part of a team in developing tax returns and reports, assisting accounting team with projects and activities - Used tax software and accounting programs to complete tax returns precisely and efficiently- Ensured accuracy of completed tax returns prior to sending out to clients - Assisted with front desk duties, including answering phones, scanning documents, scheduling appointments, and welcoming clients into the office

West Des Moines, Ia, Us

- Interacted with customers and helped them find the products that they needed- Rang up customers products after they were done shopping- Learned how to work in a fast-paced environment- Counted money and made change accurately and quickly

Bourbonnais, Illinois, Us

-Interacted with alumni and parents of current students over the phone and email to update their information and informed them about Friends of Olivet, which is the largest scholarship fund at Olivet Nazarene University-Learned how to use proficiently use the phone system

Cedar Rapids, Iowa, Us

- Worked with Microsoft to complete projects in the Retail Department- Performed light clerical duties in the form of faxing, scanning and computing- Worked behind the teller line helping customers with their transactions in an accurate and professional manner- Handled routine and complex teller duties daily- Learned how to proficiently use Signature by Fiserv and Client Focus to complete transactions

Accounting And Finance

Accounting And Finance

High School Diploma