Megan Ruiz
Levittown
Summary
Detail-oriented Accounting Specialist experienced in invoice processing, accounts receivable, and financial statements. Proficient in QuickBooks and collections, ensuring accurate transaction processing and record maintenance.
Overview
13
13
years of professional experience
Work History
Accounting Specialist
Envoy Lighting
Trevose, PA
11.2024 - Current
- Processed accounts payable and receivable transactions accurately and efficiently.
- Maintained general ledger entries, ensuring compliance with accounting standards.
- Assisted in month-end closing procedures to ensure timely financial reporting.
- Collaborated with cross-functional teams to resolve discrepancies and optimize workflows.
Teller Lead
PNC Bank
Bensalem, PA
09.2022 - 11.2024
- Managed cash drawer, balanced daily transactions, and maintained accurate financial records.
- Processed customer transactions accurately and efficiently, ensuring high levels of service satisfaction.
- Assisted customers with account inquiries, resolving issues promptly to enhance customer retention.
- Collaborated with team members to streamline operational procedures and improve workflow efficiency.
- Trained new tellers on best practices for transaction processing and customer interaction protocols.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Monitored and reported suspicious activity in line with bank security policies.
Bank Teller
PNC Bank
Bensalem, PA
10.2020 - 09.2022
- Processed customer transactions accurately, ensuring compliance with bank policies and procedures.
- Assisted customers with account inquiries, resolving issues efficiently to enhance satisfaction.
- Educated clients on banking products and services, promoting financial literacy and options available.
- Maintained cash drawer accountability, balancing transactions daily to ensure accuracy in reporting.
- Trained new team members on operational procedures and customer service standards to enhance performance.
- Collaborated with management to develop strategies for enhancing branch operations and customer engagement initiatives.
Customer Service Supervisor
Penn Community Bank
Yardley, PA
05.2016 - 07.2016
- Supervised daily operations, ensuring high-quality customer service and team performance.
- Trained and mentored staff on effective communication techniques and problem-solving strategies.
- Implemented process improvements to enhance customer satisfaction and streamline workflows.
- Analyzed customer feedback to identify trends and develop action plans for service enhancement.
- Coached employees through day-to-day work and complex problems.
- Maintained up-to-date knowledge of company products and services, effectively communicating changes to the team for seamless customer support.
Bank Teller
PNC Bank
Morrisville, PA
03.2013 - 05.2016
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Processed customer transactions promptly, minimizing wait times.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Identified opportunities for process improvements, implementing changes that increased transaction efficiency.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Counted and packaged currency and coins.
- Conducted daily audits of cash drawers, ensuring accuracy and compliance with bank policies.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Placed orders for customer checks and verified starting numbers.
Education
High School Diploma -
Nottingham H.S
Hamilton, NJ06-2006
Skills
- Accounts receivable
- Invoice processing
- Bank reconciliations
- Financial statements
- Debt recovery
- Commissions
- QuickBooks
Languages
English
Full Professional
Timeline
Accounting Specialist
Envoy Lighting
11.2024 - Current
Teller Lead
PNC Bank
09.2022 - 11.2024
Bank Teller
PNC Bank
10.2020 - 09.2022
Customer Service Supervisor
Penn Community Bank
05.2016 - 07.2016
Bank Teller
PNC Bank
03.2013 - 05.2016
High School Diploma -
Nottingham H.S