Account Representative (remote)
USA CPA Firm
Total years of experience :16 years, 4 Months
-Maintaining records of all account activities on QuickBooks
-Reconciliation of Bank & Credit card
-Downloading of activity from bank Account & Import into Quick Book Desktop & Online
-Reviewing Financial statements for the client
-Identify continuous opportunities for growth and improvement in existing accounts
-Respond promptly to client queries and complaints to find solutions
-File Tax returns for S& C Corp and partnership, LLCs Through Drake Software
-Update CRMs & Record Daily Activity
• Achieved sales targets by adopting innovative sales management techniques
• Handled the tasks of solving queries and problems of clients and staff.
• Mainly responsible for looking after the administration and daily operations of the branch.
• Preparation of Proposals and credit Appraisals for granting financial facilities
• Implementing the new products, services and processes devised by head office
• Understanding customer needs, recommending suitable products and making sales
• Representing the bank within the wider community
• Achieved sales targets by adopting innovative sales management techniques
• Handled the tasks of solving queries and problems of clients and staff.
• Mainly responsible for looking after the administration and daily operations of the branch.
• Preparation of Proposals and credit Appraisals for granting financial facilities
• Implementing the new products, services and processes devised by head office
• Understanding customer needs, recommending suitable products and making sales
• Representing the bank within the wider community
• Achieved sales targets by adopting innovative sales management techniques
• Handled the tasks of solving queries and problems of clients and staff.
• Mainly responsible for looking after the administration and daily operations of the bank.
• Preparation of Proposals and credit Appraisals for granting financial facilities
• Implementing the new products, services and processes devised by head office
• Understanding customer needs, recommending suitable products and making sales
• Representing the bank within the wider community
GPA 3.333 Internships; Islamabad Stock Exchange ABN AMBO kohinoor Textile Mill
B.Com
I.Com