ABADA NEWAZ
NY
Overview
10
10
years of professional experience
Work History
Intermediate Representative
BNY Mellon
New York, NY
01.2023 - 05.2024
- Act as a point of contact for clients, answering inquiries and providing support on financial services and products
- Build and maintain strong relationships with clients, ensuring a high level of customer satisfaction
- Address client concerns or issues, escalating them when necessary to appropriate departments
- Process various financial transactions, including transfers, payments, and account updates
- Ensure all transactions are processed accurately and in a timely manner, adhering to company policies and regulations
- Reconcile accounts and investigate discrepancies
- Accurately input and maintain client and transaction data into BNY Mellon systems
- Review and verify client documentation for compliance with regulatory requirements
- Ensure all client data is secure and confidential, following the company's data protection policies
- Ensure all activities comply with relevant banking regulations, company policies, and industry standards
- Monitor transactions and accounts for potential fraud or suspicious activities, and report any issues to the appropriate teams
- Keep updated on regulatory changes that may affect the bank's operations
- Prepare and assist in the creation of financial reports for clients or internal teams
- Assist in the analysis and interpretation of financial data, presenting it in a clear and understandable format
- Provide administrative support to team members or managers by organizing meetings, preparing reports, and maintaining documentation
- Assist with the onboarding of new clients by gathering required documents and information
- Investigate and resolve any client account issues or transaction disputes, offering solutions to maintain client satisfaction
- Coordinate with other departments (e.g., IT, legal, compliance) to address complex issues and ensure timely resolution
- Maintain up-to-date knowledge of BNY Mellon's financial products and services
- Provide clients with information about available services and products, assisting them in selecting the most appropriate options for their needs
- Work closely with other representatives, departments, and managers to ensure smooth operations and efficient service delivery
- Participate in team meetings, contributing ideas and updates on client issues or transactions
- Continuously improve knowledge and skills by attending training sessions on new systems, regulations, and banking products
- Stay informed about industry trends, customer service techniques, and financial technologies
- Audited company's legal documents to verify compliant policies and procedures.
Data Entry
Long Life Home Care
Clinton Township, MI
12.2019 - 11.2022
- Accurately input patient information into electronic health records (EHR) or other healthcare management systems
- Regularly update patient medical records with new information, including appointments, treatments, and progress notes
- Enter and update appointment schedules for healthcare professionals and home care providers
- Input insurance information and billing codes for patient services provided
- Ensure that all data entry tasks comply with HIPAA or other relevant healthcare privacy regulations
- Verify the accuracy and completeness of patient data to ensure that all records are correct and up-to-date
- Input medical codes (ICD-10, CPT) for diagnoses and treatments, if applicable
- Assist in coordinating care between patients, families, and healthcare providers by entering relevant data into systems
- Safely manage sensitive patient information, adhering to confidentiality and security protocols
- Generate and maintain reports related to patient care, appointments, and other administrative tasks as needed
- Enter progress notes or updates on patients' health status, treatments, and recovery
- Help with creating or updating care plans based on patient data, working with care coordinators or managers
Personal Banker
Citibank N.A.
Queens, NY
02.2014 - 04.2017
- Build and maintain strong relationships with clients by understanding their financial needs and offering appropriate products and services
- Provide personalized financial advice and solutions to clients based on their goals and circumstances
- Act as the main point of contact for clients, addressing inquiries, resolving issues, and ensuring a high level of satisfaction
- Promote and cross-sell Citibank products and services, including savings accounts, checking accounts, loans, credit cards, investment options, and insurance products
- Open new personal and business accounts, ensuring all required documentation is collected and accurately entered into the system
- Assist clients with personal loans, mortgages, and credit card applications, ensuring they understand the terms and conditions
- Evaluate clients' creditworthiness, providing recommendations based on their financial profiles and needs
- Guide clients through the application and approval process for loans or credit cards
- Advise clients on short- and long-term financial planning, including saving, investing, and retirement planning
- Help clients create customized financial plans to meet their goals, such as homeownership, education, and wealth management
- Resolve customer complaints or concerns related to banking products and services
- Ensure all banking transactions and practices comply with relevant regulations and Citibank policies, including anti-money laundering (AML) and Know Your Customer (KYC) guidelines
- Identify and mitigate risks associated with client accounts or transactions, reporting any suspicious activities to the relevant departments
- Work closely with other bankers and branch staff to achieve branch sales targets and ensure smooth operational processes
- Participate in team meetings and training sessions to stay updated on new products, policies, and banking trends
- Complete all necessary documentation for account openings, loans, and other banking services in a timely and accurate manner
Education
Business Administration -
WCCC
Skills
- Time management
- Problem-solving
- Team leadership
- Adaptability
- Data Analysis
- Microsoft Word
- Goal-oriented mindset
- Customer Support
- CRM Software
- Remote Access Software
- File Management
- Knowledge of Data Security
- Microsoft Office Suite
- Typing Skills
- Knowledge of banking products and financial services
- Knowledge of regulatory compliance and risk management
- Proficiency with banking software and tools
Timeline
Intermediate Representative
BNY Mellon
01.2023 - 05.2024
Data Entry
Long Life Home Care
12.2019 - 11.2022
Personal Banker
Citibank N.A.
02.2014 - 04.2017
Business Administration -
WCCC