Adela Orlovic
St. Louis
Summary
Motivated banking professional with 15+ years of experience and proven knowledge of Regulatory operations/Tax processing, loan processing sales, depositary services, and branch operations. Aiming to leverage my skills to successfully fill the Banking role at your company.
Overview
7
7
years of professional experience
Work History
Investment Operations Specialist
US Bank
07.2022 - Current
- Performed a variety of operational duties within an assigned area of Investment Operations/Tax Processing.
- Responsible for reviewing,requesting corrections and system updates upon receipt of W8 and W9s.
- Processed reports related to tax withholding codes and resolved any systematic paperwork errors.
- Streamlined investment operations processes by implementing new software, resulting in increased efficiency and accuracy.
- Worked with internal personnel to resolve issues and ensure efficient services to customers.
- Ensure that all documentation requests are satisfied.
- Responded to written inquiries and performed research necessitated by special request from customers,relationship managers or internal employees.
Client Relationship Consultant
U.S. Bank
11.2020 - 07.2022
- Assist and advise clients
- Perform loan consolidations
- Offer money management to clients
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Originated, reviewed, processed, closed and administered customer loan proposals
- Conducted outbound calls, by using referral sources, walk-in sources, telephone and in person
- Opening new accounts, problem resolution, telephone answering, safe deposit access.
Teller/Customer Service
US Bank
04.2017 - 11.2020
- Offered strong customer service skills, keeping customers satisfied
- Processing standard teller transactions for customers including servicing client accounts, accepting loan payments, manage safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits, correcting discrepancies, selling and redeeming U.S Savings Bonds
- Tactfully recommending bank products that meet a customer's precise needs and promoting current offers to
- Processed cash shipments to and from Fed reserve
- Educated clients on online services offerings and mobile apps
- Notarized documents ensure clients satisfaction.
Education
Dental Assistant -
Missouri College
Brentwood, MissouriSkills
- Customer service
- Bilingual
- Microsoft excel
- Microsoft word
- Strong ability to manage multiple tasks/projects and deadlines simultaneously
Languages
Bosnian
Native or Bilingual
Croatian
Native or Bilingual
Serbian
Native or Bilingual
Timeline
Investment Operations Specialist
US Bank
07.2022 - Current
Client Relationship Consultant
U.S. Bank
11.2020 - 07.2022
Teller/Customer Service
US Bank
04.2017 - 11.2020
Dental Assistant -
Missouri College