Maurizete Newman

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Discussed financial options with clients and provided informed suggestions.
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.

Acquired collateral documents to be utilized as security on loans in accordance with banking policies.

• Extended and sustained relationships with customers to maintain and grow business.
• Coordinated with various divisions and departments in servicing of routine banking transactions.
• Worked with customers to procure updated financial information on continuous basis.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Opened, closed, and updated accounts for customers.
• Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
• Developed and maintained strong customer relationships, providing exceptional service and advice.
• Educated customers on features and benefits of banking products and services.
• Met with members to understand goals and recommend solutions to fit specific needs.
• Discussed financial options with clients and provided informed suggestions.

• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Responded to customer needs through competent customer service and prompt problem-solving.
• Promoted strong customer satisfaction by diagnosing and troubleshooting product issues without need for escalated support.
• Addressed complex issues by scheduling repair appointments.
• Responded to customer requests for products, services, and company information.
• Educated customers about billing, payment processing and support policies and procedures.
• Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
• Identified and resolved discrepancies and errors in customer accounts.
• Exhibited high energy and professionalism when dealing with clients and staff.
• Followed up with customers about resolved issues to maintain high standards of customer service.
• Enhanced productivity levels by anticipating needs and delivering outstanding support.
• Investigated and resolved customer inquiries and complaints quickly.

• Institute of Financial Accountants Level 3 – Accounts Assistant
• Computerised accounting systems – Sage, Xero, QuickBooks
• Record keeping
• Processing Payments
• Reconciling company accounts
• Chasing outstanding payments
• Preparing statutory accounts
• Controlling credit and chase debt
• Updating documentation
• Validating supplier forecasts
• Managing actuals and balance sheet data
• Supporting forecasting
• Ensuring compliance with audit and regulatory requirements.
• Maintained clean and organized files by keeping accounts payable records up-to-date.
• Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
• Managed and responded to correspondence and inquiries from customers and vendors.
• Gathered, evaluated and summarized account data in detailed financial reports.
• Inspected account books and recorded transactions.
• Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
• Handled day-to-day accounting processes to drive financial accuracy.

• Combination of Guests Services with Financial Reconciliation
• Perform the night audit by balancing all financial transactions from the day shift
• Reconcile front desk accounts
• Generate financial reports for management
• Process and verify payments, prepare guest invoices, balance cash drawers
• Guided and motivated night team by establishing and communicating responsibilities and duties to each team member.
• Trained and mentored new and existing staff to achieve best practices.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Established team priorities, maintained schedules and monitored performance.
• Prepared working papers, reports and supporting documentation for audit findings.
• Trained new employees on accounting principles and company procedures.

• Corresponded with clients through email, telephone, or postal mail.
• Maintained confidentiality of information regarding clients and company.
• Answered phone promptly and directed incoming calls to correct offices.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Answered central telephone system and directed calls accordingly.
• Kept reception area clean and neat to give visitors positive first impression.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Managed multiple tasks and met time-sensitive deadlines.
• Assisted with onboarding new clients and securing paperwork completion.
• Maintained visitor log for entering and leaving facility for security purposes.
• Sorted, received, and distributed mail correspondence between departments and personnel.
• Operated multi-line telephone system to answer and direct high volume of calls.
• Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
• Organized, maintained and updated information in computer databases.
• Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.