Taras Serafym Email & Phone Number

Greater Chicago Area

 Calculate monthly capitation expense. Prepare external audit requests. Prepare audit schedules for annual financial audit. Reconcile bank accounts and general ledger accounts. Prepare financial management reports. Assist in the preparation of financial projections.

Chicago, Illinois

• Promote organizational success through serving diverse customer needs and coordinating overall administrative activities for the office.• Function as a primary information resource for customer issues/questions; provided timely answers and rectification for all client inquiries.• Control full spectrum of office accounting and financial activities (P & L management, forecasting/budgeting, inventory control, payroll, loss prevention).• Ensure compliance with standard operating procedures and industry regulations.

Chicago, Illinois

• Oversaw all teller operations within branch; coordinated schedules, delegated responsibilities and managed a staff of eight tellers/customer service associates.• Responsible for daily cash management; ensured all teller drawers were properly balanced at the end of each shift. • Charged with coordinating and facilitating recruitment, hiring and staff training.• Planned and conducted monthly sales meetings with staff to discuss objectives.

Chicago, Illinois

•Acts as a lead person in the teller staff working directly with manager to assist in scheduling, overrides, may act as on site supervisor if manager is out of the office.•Knowledge of Bank products and services and ability to refer products and services to the appropriate customer.•Focus on individual and departmental goals for both sales and referrals to achieve monthly referral goals as established by the Management.