DEBBIE L.

WILLIAMS
2321 Brenly Court
Charlotte, NC 28269
Home: 704.578-9430 dw7498fe@westpost.net Cell: 704.712.9062

SUMMARY
Experienced banking professional with over 20 years of quality customer service
experience. Skilled in coordinating projects, events, and meetings. Created an
d managed large volume of data and daily reports for management. Detailed orien
ted professional with excellent organizational skills; able to produce quality w
ithin deadlines. Proven ability to lead, manage, and take charge of delegating
work and cross-training co-workers in a team centered environment.
PROFESSIONAL EXPERIENCE

H & R BLOCK TAX PROFESSIONALS 2009-2010

Certified Tax Professional/Customer Service Associate
Professionally prepared client tax returns accurately and efficiently using H&R
Block tax preparation software.
Educated clients on new tax laws, providing relevant and actionable advice.
Participated in team effort to promote new client relations, offering office mar
keting strategies.
* Greeted and entered clients waiting to be serviced into appointment manager.
* Matched clients with tax professional best suited for their individual tax nee
ds.
* Rescheduled missed appointments.
* Client services via phone; answering tax questions, providing information on t
he different H&R Block bank products.
* Processed cash and credit payments on POS system.
* Performed cash drawer reconciliation for preparation of bank deposits.

FEDERAL RESERVE BANK OF RICHMOND, Charlotte, NC 1995-2009

Reconcilement Coordinator
Delegated duties to approximately five reconcilement and settlement staff. Proc
essed accounts receivables and payables. Posted and monitored general ledger ac
counts accurately and efficiently. Compiled data for end of day settlement. Cr
eated files to be transmitted to financial institutions thru IAS.
* Communicated with management staff to ensure production stats are being met 10
0%.
* Collaborated with other areas in processing to meet daily deadlines.
* Created spreadsheets to report daily production totals via Lotus Notes to trac
k funds availability and monitor timing of deposits and credits.
* Recognized and resolved discrepancies with both paper and image deposits resul
ting in improved efficiency and saving to the bottom line.
* Communicated extensively with other financial institutions to resolve discrepa
ncies in timely matter.
* Created files to be transmitted to financial institutions thru IAS. Managed a
nd delegated duties of settlement staff.
* Reconciled bank deposits, posting debit and credit entries to general ledger a
ccounts.
* Reconciled check deposits/correcting encoding errors both internal and externa
l.
* Received, opened, sorted, time stamped incoming bulk check deposits from finan
cial institutions. Encoded routing information on checks, prepping for sorter.
COMPUTER SKILLS
Ten Key, Microsoft Word, Publisher, Excel, Lotus Notes, Encoder, QuickBooks, and
IAS (Integrated Accounting System)
DEBBIE L. WILLIAMS PAGE TWO
VOLUNTEER EXPERIENCE
SOUTH TRYON COMMUNITY CHURCH, Charlotte, NC 2003-Present
Finance Officer/Advisory Board Member (Volunteer)
* Counting and recording weekly deposits.
* Distributing funds for daily operations.
* Working with payroll service, issuing payroll checks as needed.
* Monitoring of all bank accounts to ensure accurate records.
* Established yearly budget.

EDUCATION
Certificate Human Resource Generalist, UNC Charlotte, 2009
H & R Block Tax Preparation, 2009
Quickbooks 2008, Central Piedmont Community College, Charlotte, NC

PROFESSIONAL DEVELOPMENT
Winning Project Management
Standard Settlement Balancing Procedures Training
Microsoft Office 2007