Amir Zaid
The Bronx
Summary
Driven individual with a strong background in financial services, treasury operations, and quality assurance software testing. I possess comprehensive knowledge of cash management, software products, and banking relationships. Recognized for the ability to effectively manage risks, and enhance operational efficiency. Previous work has resulted in streamlined treasury processes, client satisfaction, and overall efficiency.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Treasury Management Specialist
Valley National Bank
New York
05.2019 - 12.2024
- Managed customer inquiries related to product availability, shipping times, and order status.
- Encouraged and improved cross-department internal communication.
- Supported the onboarding and training of new operations staff.
- Onboarded clients into treasury product software.
- Trained clients on the utilization of functionality.
- Updated company databases, websites and customer account information.
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
- Worked with vendors to address defects or issues reported internally, as well as by clients.
- Created, as well as updated, user guides and procedures related to treasury products and inter-departmental workflows.
- Attended various product meetings to stay up to date with upgrades that may be attractive to existing and prospective clients.
- Assisted in the implementation of new systems and processes for treasury management functions.
- Analyzed customer accounts to ensure accuracy of data for internal reporting purposes.
- Facilitated onboarding of new banking partners by preparing account opening forms and coordinating KYC reviews.
- Reviewed banking documents for accuracy and completeness prior to execution.
- Ensured compliance with applicable laws, regulations, policies and procedures related to treasury operations.
- Conducted research on market trends to identify opportunities for cost savings or improved efficiencies.
- Created workflows that were implemented into ServiceNow for ticket tracking.
Quality Assurance Software Tester
Bank Leumi USA
New York
02.2014 - 05.2019
- Collaborated with developers, system installers, and technical support representatives in identifying errors to determine appropriate team to consult for resolving issue.
- Worked with Agile and Scrum methodologies to accomplish project milestones and meet demanding timelines.
- Documented, triaged, and managed defects in software and worked with developers to facilitate timely resolutions.
- Created detailed, comprehensive and well-structured test plans and test cases to ensure product quality.
- Documented results of all tests conducted according to established standards.
- Reviewed user software error reports submitted to technical support representatives for diagnosis and evaluated merits of developing studies to better understand underlying causes.
- Worked with off-site teams to complete timely tests and facilitate smooth product releases.
- Analyzed system specifications to develop effective test strategies and scenarios.
- Maintained traceability between test cases and requirements and defects reported.
- Tested functionality, performance, and compliance of each product against design specifications and business requirements to maintain strong development standards and high customer satisfaction.
- Updated software documentation and user guides to align with current features and comply with best-practice standards.
- Created procedures for software upon test completion.
- Trained internal users on on functionality of software for user acceptance testing.
Education
Certificate of Technical Studies - Quality Assurance Software Testing
Columbia University
New York, NY11-2012
Some College (No Degree) -
Medgar Evers College
Brooklyn, NY09-2005
High School Diploma -
Academy of Environmental Science
New York, New York06-2003
Skills
- Treasury management
- Client onboarding
- Financial software
- Data analysis
- Quality Assurance software testing (manual testing, light automated testing experience)
- Soft business analyst experience and skills
- Treasury product software knowledge
- Regulatory compliance
- Internal communication
- User training
- Workflow creation
- Project management
- Customer service
- Vendor management
- Documentation management
- Problem solving
- Team collaboration
- Active listening
- Internal controls and reporting systems
- Strategic planning
- Process improvement initiatives
Certification
Quality Assurance Software Testing/Columbia University New York/November 2012
Timeline
Client Treasury Management Specialist
Valley National Bank
05.2019 - 12.2024
Quality Assurance Software Tester
Bank Leumi USA
02.2014 - 05.2019
Certificate of Technical Studies - Quality Assurance Software Testing
Columbia University
Some College (No Degree) -
Medgar Evers College
High School Diploma -
Academy of Environmental Science