Abada Newaz
Deer Park,United States
Summary
Reliable business professional with experience in customer relationship, process improvement and financial analysis. Proven track record of successfully streamlining business operations and exceptional customer service. Adept at analyzing clients or share holders account to identify trends and developing strategies to improve efficiency. Forward-thinking Operations Specialist bringing 10+ years of expertise in financial industry . Cultivates rapport with individuals to resolve complex problems of the share holders account related issues. Proficient in CRM , GASP, and POL.
Overview
19
19
years of professional experience
Work History
Intermediate Representative
BNY Mellon
01.2023 - Current
- Provide quality support to shareholder and Financial advisor with moderately complex transactions and process on a daily basis. Assist clients by responding to phone, and other inquiries regarding company services and procedures.
- Respond to straightforward clients and Financial Advisor questions and provides more advanced assistance. Investigate errors in client accounts and transaction
- Escalation of issues in timely manner to the appropriate team, in accordance with documented procedures.
- Maintained up- to -date knowledge of company policies and procedures to ensure compliance with regulations.
- Successfully managed multiple applications ( CRM, Gasp, POL and E-form image) simultaneously while maintaining high standards of performance.
Personal Banker
Citibank
02.2014 - 10.2016
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assist customers with setting checking, saving, CD accounts , submitting loan application (Heloc, Home Equity Loan and Personal Loan) .
- Balance Cash drawers (teller) and vault on daily basis with zero discrepancies.
- Expand client base by promoting new Financial products.
Personal Banker
Bestbank
01.2005 - 01.2014
- Process Clients requests and transactions in positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions.
- Responsible to share and recommend the banks full scope of resource with customers, including traditional in branch services, digital capabilities and business partner resources.
- Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Education
Hamtramck High School
Hamtramck, MI2004
Skills
- Cross-Functional Team Development
- Systems and software expertise
- Lead prospecting
- CRM software expertise
- Client Relationship Building
- Paperwork Processing
- Customer Support
- Expense Reporting
- Stakeholder Collaboration
- Customer Relations
- Records Management
Timeline
Intermediate Representative
BNY Mellon
01.2023 - Current
Personal Banker
Citibank
02.2014 - 10.2016
Personal Banker
Bestbank
01.2005 - 01.2014
Hamtramck High School