Since 2019, Sarah Morris has been working in Nova 401(K) Associates located 1314, 1314. This person is a well-qualified Accountant with over 43 years of work experience. According to Sarah's CV and work profile, Sarah Morris has worked at more than 22 places with diverse backgrounds and gained various skills. Sarah attended school at the Lindenwood University from 2016 to 2017. Sarah has professional certification in Certified Trust and Financial Advisor (Ctfa) and Life Insurance License. Sarah can be found in Birmingham, Alabama – where this professional currently lives. You can search for their contacts. We can also provide you additional contact information upon request.
Name variants:
Sara Morris,
Sal Morris,
Sally Morris,
Sallie Morris,
Sadie Morris,
Sattie Morris,
Sena Morris,
Susan Morris
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 5, 2022
Email
s.**@yahoo.com, sa**@regions.com, se**@gmail.com
Location
Birmingham, AL
Company
Workplace
Colleagues
Work History
Accountant
10777 Northwest Fwy SUITE 440, Houston, TX 77092
Analyzes information and options by developing spreadsheet reports and verifying information. Prepares general ledger entries by maintaining records and files and reconciling accounts. Analy...
from Mar 2019
Revenue Accountant
7171 Southwest Pkwy, Austin, TX 78735
Working with C-Level employees to grow both sides of the sales relationship. Understanding the delicate balance of sales and revenue.
May 2018 — Mar 2019
Bsa and Aml Monitoring Analyst
1900 5Th Ave north, Birmingham, AL 35228
Jun 2016 — Sep 2017
Financial Services Specialist
1900 5Th Ave north, Birmingham, AL 35228
Customer Service, Open and Maintain Accounts
Customer Communications
Filing, Organization
Loan Sales and Processing, Making Deposits and Withdrawals for Customer Accounts, General Office...
Aug 2013 — Jun 2016
Financial Solutions Consultant
1900 5Th Ave north, Birmingham, AL 35228
Key Account Relationship Management
Accounting
Problem-Solving
Training and development of employees
Build and maintain customer relationships
Organizational skilled
Payroll experienc...
Oct 2012 — May 2018
Personal Banker
1717 Main St, Dallas, TX 75201
Customer Communications
Opening and Maintaining Accounts
Loans Sales and Closing
Cross Sells
Wire Transfers
Branch Spreadsheet Tracking
Safebox Audits and Organization
Teller Collabo...
Apr 1, 2012 — Aug 2013
Retail Sales Consultant
208 south Akard St, Dallas, TX 75202
Managed and prospect consumer wireless and cable accounts
Oct 2011 — Oct 2012
Personal Banker
1717 Loop west, South Houston, TX
Customer Service
Customer Communications
Opening and Maintaining Accounts
Loans Sales and Closing
Onboarding
Wire Transfers
Branch Spreadsheet Tracking
Completing Daily Reports
Over...
Feb 2011 — Apr 2012
Assistant Branch Manager
Employee Supervision, Training, and Interviews
Customer Service
Networking
Scheduling
Weekly, Monthly, Yearly, and Teller Audits
Overdraft Decisions
Running a Till
Deposit Holds
CTR...
Jan 2009 — Feb 2011
Real Estate and Rental Sales Executive
Outside Sales, Maintaining Customer Relations, Networking, Writing Contract, Data Entry, Telemarketing
Sep 2006 — Mar 2007
Office Manager
Created Safety Program, Created HR Program, Maintain Employee Files, Tracking Payroll Hours, Account Management, Data Entry, Invoicing, Organization and Filing, Create and Update Forms, Orde...
Sep 2004 — Sep 2006
Retail Sales Manager
1 Verizon Way, Basking Ridge, NJ
Fostering 360 degree relationships within the business. Growing customer base through key account sales. Understanding the business and how it is, and will be developing.
Apr 2004 — Apr 2009
Trust Operations Manager, Staff Accountant, and Trust Operations Analyst
Sep 2003 — Nov 2005
Assistant Manager
5500 Avion Park Dr, Highland Heights, OH 44143
Customer Service
Engraving
Payroll Supervision
Employee Supervision
New Employee Hiring and Training
Opening, Closing, Weekly, Monthly, Quarterly, and Annual Paperwork
Financial Paper...
Jan 2003 — Sep 2004
Assistant Manager
101 east Blount Ave, Knoxville, TN 37920
Customer Service, Employee Supervision, Office Work, Sales, Projections, Building and Breaking Down of Films, Booth Organization, Projector Cleaning
Aug 2000 — Oct 2003
Education
2016 — 2017
2006 — 2007
2002 — 2006
1999 — 2003
1998 — 2003
1998 — 2002
1998 — 2000
Occupations
Executive
Vice President
Director of Operations
Accountant
Finance and Accounting Specialist
Operations Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Banking
Wealth Management
Investments
Portfolio Management
Trust Operations
Securities
Cash Management
Risk Management
Relationship Management
Finance
Retail Banking
Commercial Lending
Credit
Credit Analysis
Commercial Banking
Loans
Consumer Lending
Financial Services
Mutual Funds
Financial Analysis
Asset Management
Process Improvement
Equities
Small Business Lending
Microsoft Office
Ctfa
Iras
Tax Returns
Estate Administration
Tax Preparation
Sales Tax
Income Tax
Fixed Income
Customer Satisfaction
Telecommunications
New Business Generation
Sales Management
Cross Functional Team Building
New Business Development
Financial Planning
Corporate Finance
Financial Modeling
Customer Service
Financial Risk
Operational Excellence
Operations Management
Leadership
Management
Financial Accounting
Financial Reporting
Business Strategy
Team Leadership
Business Analysis
Sales Operations
Pre Opening
Security Operations
Sales
Time Management
Distributed Team Management
Retail
Wireless
Cellular Communications
Lines of Credit
Cross Selling
Training
Hiring Employees
Interviews
Office Management