Phyllis Leviner is seeking a position that utilizes her analytical skills, problem solving abilities, and experience in customer service and accounting. She has over 20 years of experience in the banking and retail industries performing roles such as sales audit clerk, accounting specialist, reconciliations specialist, brokerage specialist, and sales associate. Her experience includes daily reconciliation of transactions and deposits for over 500 stores, researching and resolving accounting entries, assisting customers, and cross-selling bank products. She holds a Bachelor's degree in Political Science from Winthrop University.

1. Phyllis Leviner
7837 Elm Tree Lane
Charlotte, NC 28227
levinerp@yahoo.com
704-626-9117
Objective:
Experienced professional with strong analytical skills and problem solving capabilities,
as well as a solid background in Customer Service and Account ing principles;
Demonstrated ability to work efficiently and effectively, either independently or as a
member of a team; Consistently able to meet deadlines through the performance of
excellent time management, organizational, and communication skills; Able to
responsively interact with clientele and staff to under stand and define their specific
needs; Professionally adept in using software applications (Microsoft Office, Internet
and Internet Networking) to create original professional documents, presentations and
reports; Highly motivated self-starter with the desire to adapt to new business practices
and approaches to ensure that internal and external business goals are accomplished
Work Experience:
Talent Bridge/Family Dollar/Dollar Tree Charlotte, NC
Sales Audit Clerk 2014 - Current
o Directly responsible for the daily reconciliation of transactions and deposits for
500 plus stores
o Research, troubleshoot, and correct financial data; work with IT department to
ensure the timely processing of all transactions
o Responsible for handling critical transactions flagged by the sales audit system
o Work closely with Store Supervisors, Managers, and District Mangers to verify
bank deposits, analyze discrepancies, and research and resolve any variances;
ensure variances are resolved prior to closing weekly sales
First Union/Wachovia/ Wells Fargo Charlotte, NC
Accounting Specialist 2010 - 2013
o Daily researched, verified, and/or resolved, simple to moderately complex accounting
entries and posted to the general ledgers and other accounting records; processed
high volumes of reports and financial documentation
o Navigated multiple computer systems to contribute to the maintenance of accounting
data and provided support as needed to finance center management
o Assisted tellers and/or service managers with questions and provided solutions over
the phone
o Ensured teller transactions are reconciled in a timely manner to reduce fraud and
losses to the bank and customer

2. Reconcilement Specialist 2001 - 2010
o Performed daily and monthly custodial account maintenance; provided management
with financial information, support and solutions by researching and analyzing
accounts, analyzing and manipulating data, preparing financial statements,
performing accurate and detailed reconciliations, mitigating risk on static accounts
(CD, IRA, debit, checking and savings) and bank losses; elevating complex issues
o Consummate team player; Subject Matter Expert; mentored new employees on
policies and procedures and provided valuable hands on training into their new role
and helped them meet and/or exceed performance goals
o Assisted clients daily in opening and closing checking and savings accounts,
transferring funds, making deposits and withdrawals, account transfers and issuing
official checks; Senior Specialist with authority to approve DOTS transactions
o Promoted continuous improvement of processes, controls and systems by
coordinating and collaborating cross departmental projects and quality control
measures
Brokerage Specialist 2000 - 2001
o Provided the full range of brokerage customer support services
o Dispensed customer brokerage packages; exercised judgment when dispensing
information to maintain confidentiality of sensitive information
Sales Associate/Sales Supports 1997 – 2000
o Processed transactions including money transfers, deposits, withdrawals,
ATM/debits, wire transfers, official checks, opening/closing checking, savings, CD,
Money Market and IRA accounts and data entry to update client files
o Responded to customer inquiries, complaints and comments on a daily basis, and
determined corrective action for high-call volume department
o Cross-sold current customers on bank products and services based on their needs;
telephonically advised new bank customers on bank products and services
o Ensured departmental compliance with company and regulatory agency records
management and retention
o Senior Sales Associate; assisted supervisor in distributing work for team members
Education:
Bachelor of Arts, Political Science
May 1990
Winthrop University