Quaneice Smith
@quaneicesmith
Operations Associate specializing in trust accounting, banking relationship building, and process improvement.
United StatesWhat I'm looking for
I’m an Operations Associate III in Trust Accounting, where I follow internal policies to manage risk, route and document actions, reconcile transactions, and support the finance team with reports and simple accounting tasks. I also supervise accounting personnel by monitoring fixed assets, cost accounting, general accounting, and accounting analysis, while performing financial analyses to improve departmental procedures and promote compliance.
Previously, I worked as a Relationship Banker II/MOD and Personal Banker, using a consultative sales process and financial needs assessment to build customer profiles, set appointment reviews, and meet sales goals. I’ve also brought my customer-first approach to teller roles and claims work, which keeps me focused on accuracy, regulatory updates, and resolving issues quickly—while staying motivated to learn and grow into the management team.
Experience
Work history, roles, and key accomplishments
Operations Associate III
Equity Trust
Dec 2021 - Present (4 years 5 months)
Managed trust accounting operations by following internal policies to reduce risk and ensure accurate transaction processing and reconciliation. Supervised accounting personnel, updated accounting systems, supported the finance team with reporting, and performed financial analysis to improve procedures and compliance.
Relationship Banker II
Chase Bank
Sep 2016 - Dec 2021 (5 years 3 months)
Processed and managed members’ deposit and investment accounts, using consultative sales and financial needs assessments to recommend appropriate banking products. Used marketing outreach to schedule periodic financial reviews and handled account openings, closings, and updates.
Personal Banker
New York Community Bank
Jan 2015 - Sep 2016 (1 year 8 months)
Built customer relationships by assessing financial needs and recommending suitable banking services. Managed checking, savings, and investment accounts and supported customers’ banking requirements through ongoing service and guidance.
Claims Representative
Progressive Insurance
May 2014 - Jan 2015 (8 months)
Investigated injury and property damage claims by gathering information, verifying coverage, and reviewing insurance cases. Completed office and clerical tasks to support claim processing while staying aligned with regulatory and compliance updates.
Developed customer relationships and recommended suitable banking services to meet customer needs. Opened and updated checking, savings, and CD accounts and discussed loan and credit products to meet sales quotas.
Processed customer transactions and supported sales and referrals by using strong service to achieve goals. Updated customer accounts with balance and payment information, handled ATM processes, and completed cash handling and preparation tasks.
Education
Degrees, certifications, and relevant coursework
Cleveland Institute of Dental
Medical Assistant Certificate, Medical Assistant
Earned a Medical Assistant certificate at the Cleveland Institute of Dental. Completed training aligned to medical assisting responsibilities.
East Technical High School
High School Diploma, Medical
Completed a High School Diploma program with a medical focus at East Technical High School.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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