Beatriz Leme

· Answered customer questions and explained available services such as deposit accounts, bonds and securities.

· Account opening, for all south area

· customer services in the front desk helping customer with daily banking and other

· Management of bank accounts with care and responsibility

· Contacted customers as soon as issues arose to immediately find resolution before problem escalated.

· Backed up teller team by handling needs of new and existing customers at main counter.

· Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.

· Presented new and additional products and services to existing customers.

· Approached prospective clients through cold calling and emails to meet sales targets.

Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit

• Coordinate referrals for testing, healthcare and other supportive services
• Usage and follow-up on databases and/or web-based platforms daily
• Document pertinent information in COVID-19 contact tracing forms and conduct data entry into health department data/surveillance systems while adhering to protocols for completeness, timeliness, and frequency
• Maintain patient confidentiality and ensure that all information is collected in concordance with local data privacy and confidentiality stand
• Employ dynamic communication and interpersonal skills, cultural competency/sensitivity, tactful language and empathetic interviewing skills to build rapport and maintain trust with patients of varied background
• Be part of the team
• Help any other new team members with patients’ queries
• Be attentive ti detaik
• Education
• BA Accounting

· Gathered information about each position and related occupation with employee interviews, field observations and industry research.

· Produced reports to support smooth operations and internal career progression.

· Updated personnel handbooks and individual records to keep filed accurate and detailed.

· Organized positions by factors such as salary and status to develop effective categories and operational strategies.

· Worked on a project for a big company in ireland, to organize all its employees pension.

• Responsible monthly reconciliations for AR
• To run AR reports to identify any customer accounts that were outside of credit terms
• To run analysis reports AR, CC, PayPal when required
• Contact customers to advise if they were not adhering to their credit terms and resolve any issues they have with their invoices
• Managed the PayPal and CC online portals ensuring all transactions are posted on the customer accounts on a daily basis
• Liaised with the sales and marketing team to update and manage the account details for all customers
• Attended monthly AR meetings to identify any issues
• Actioned any ADHOC queries that would arise via email or by phone
• Responsible for posting cash on General Ledger (reviewing the incoming payment transactions on the bank daily and allocated these payments to the relevant customer accounts

• Providing personal assistance, medical attention, emotional support to clients
• Participate, engage, review, and follow in individuals’ daily routine(s)/activities as written in my
• Individual Program Plan (IPP)
• Document all reports and data regarding the individual on time; this includes Daily Activity Log, Task,
• Analysis, and etc
• Maintain a positive relationship with individuals.

• Bank reconciliations
• Analyses of complex accounting discrepancies and other issues related to supplier accounts
• Keeping track of all expenditures in accounts, including payroll, purchase orders, invoices, statements, etc
• Provided support for accounting director
• To run monthly costs report, costs control
• Maintain/ update corporate accounting records
• Processing electronic transfers and payments
• Assistance in any other duties that would arise in the office.

• Office services, support for practitioners, organizing the exams results and other sorts of hospital documents
• Reception Duties
• Processing documents and filling documents
• Answering telephone calls and dealing with face-to-face enquiries
• Organising meeting between the practise staff and senior managers
• Filing away the results of tests
• Maintaining a clean reception area to show a professional image
• Making sure that the medical consulting rooms and surgery is fully stocked with essential supplies
• Responsible for ordering some supplies.