Amber Koletsos
Citi Bank
5
years of professional experience
Analytical and result-driven professional with 5 years of experience in the financial industry. Proven track record of managing complex escrow accounts, executing high-volume cash & trade transactions, and reviewing legal agreements to ensure compliance.
Work History
Cash & Trade Analyst
2 Years 1 Month- Processed domestic & international wire transfers for over 500 clients, ensuring 100% compliance with federal banking regulations and internal risk policies.
- Partnered closely with relationship managers to streamline the onboarding and closing processes of escrow structures.
- Conducted daily cash position reporting and account reconciliations, identifying and resolving transaction breaks to ensure accurate ledger balancing.
Investment counselor
2 Months- Analyzed market trends and performance to effectively employ strategies for clients to achieve their financial objectives and goals.
Financial advisor
2 Years 2 Months- Analyzed client financial situations and investment objectives to make recommendations: acquired 20 clients and advised on over $3M USD.
- Identified new business opportunities through telemarketing: averaged over 300 calls and 12 new prospective client meetings per week.
- Leveraged CRM database to manage customer data, logs and other activities.
Education
Bachelor of Science - International Business and Finance
Skills
Expertise in Microsoft Suite
Banking systems
Trade settlement
Cash Management & Wire Processing
Client Communication.
Timeline
Cash & Trade Analyst
Citi Bank
07.2024 - CurrentRead More
Investment counselor
Fisher Investments
03.2024 - 05.2024Read More
Financial advisor
Florida Financial Advisors
01.2022 - 03.2024Read More
University of Tampa
Bachelor of Science from International Business and Finance
Read More