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Tanya Williams

Tanya Williams

Personal Banker

Followers of Tanya Williams98 followers
location of Tanya WilliamsGrand Rapids, Michigan, United States

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  • Timeline

  • About me

    Administrative Office Assistant to the President and Vice President of Steel Systems, Inc. Helping with various office and customer service duties.

  • Education

    • Davenport University

      -
      Banking

  • Experience

    • Old Kent Bank

      Aug 1989 - Sept 2001
      Personal Banker

      Senior desk teller. Open business and personal checking and saving accounts. Call on business owners to provide banking and lending solutions. Cross sell credit cards and lines of credit.Open certificates of deposit. Knowledge of IRA transfers and rollovers. Notary public. Experienced in client relationships and identifying sales opportunities. Establish close working relationships with area business.

    • Fifth Third Bank

      Aug 2004 - Aug 2018
      Lead Teller

      Provide excellent customer care regarding daily transactions. Extensive cash handling. Knowledge of retail policies and procedures. Monitor branch cash levels. Vault and ATM maintenance. Audit bank branch monthly. Foreign currency exchange. Refer customers to appropriate business partner for products and services. I have received many awards for meeting and exceeding my sales goals.

    • Meemic Insurance Company

      Mar 2019 - Jul 2019
      Licensed Customer Service Agent

      Outside sales and marketing. Create customer files and store documents. Input information for quotes. RCT home valuation system forhomeowners insurance. Process customer payments using Firstech online payment system. AAA life desk.AAA whole life insurance and membership sales.

    • New York Life Insurance Company

      Feb 2020 - Sept 2020
      Insurance Agent

      Agent licensed to sell insurance through New York Life Insurance Company.

    • Steel Systems, Inc.

      Feb 2021 - now
      Administrative Assistant

      As an office assistant my duties include: Requesting quotes from steel suppliers. Calculate markup, tax and freight. Send quotes to construction companies via email. Process orders for structural steel, roof and floor deck. Schedule delivery of material to jobsite with trucking company. Maintain ledger for warehouse stock. Store all documents in office 360 files. Create invoices in QuickBooks. Apply customer payments in QuickBooks. Complete bank deposits and check open invoices. Balance end of month bank totals. New accounts setup to include: complete credit application, request tax exempt certificates, W-9 form, obtain copy of tax certificate by state, request credit references. Basic knowledge of construction change orders. Show less

  • Licenses & Certifications

    • Licensed in life,health and accident; property and casualty

      State of Michigan
      Jan 2019

  • Volunteer Experience

    • Volunteer

      Issued by Belle Isle Conservancy
      Belle Isle ConservancyAssociated with Tanya Williams

    • Clean Up Volunteer

      Issued by Buck Creek Nature Preserve
      Buck Creek Nature PreserveAssociated with Tanya Williams