Desirie Lazanas

An experienced office worker in a financial institution I perform the following but not limited to:

Customer Service and Support:

• Assist clients with inquiries related to their accounts, loans, investments, or other financial products.
• Help process transactions, including deposits, withdrawals, and transfers.
• Provide guidance on the use of online banking platforms or financial services.

Data Entry and Record Keeping:

• Accurately input customer data into databases or financial systems.
• Maintain and organize financial records, account statements, and transaction history.
• Ensure all documentation is up to date and compliant with regulatory standards.

Processing Financial Transactions:

• Manage various financial transactions, such as loan applications, account openings, and payments.
• Assist in the processing of checks.

Account Management:

• Help monitor customer accounts.
• Assist in account reconciliation and resolve discrepancies.

Administrative Support:

• Perform general office tasks like answering phones, scheduling meetings, managing office supplies, and coordinating internal communications.
• Handle correspondence, both in writing and via email, related to financial services or transactions.