Processes over 100+ financial transactions daily, including deposits, withdrawals, and transfers.
Collaborates with Branch Manager and Private Client Bankers to execute business strategies
Works effectively with various branch partners in different lines of business for problem resolution and client experience
Mentors new to role employees in the application of policies and procedures to adhere to all regulatory and compliance guidelines.
Assists in the management and development of client relationships, identifying opportunities to offer additional banking products and services.
ETF Investment Analyst
Red Hawk Student Managed Fund
01.2023 - 05.2024
Monitored Montclair State University’s Student Managed Investment Fund Portfolio by conducting end-of-week flash report analysis with pricing and returns on exchange-traded funds holdings
Collaborated with team members to develop and implement investment strategies based on market analysis and economic trends.
Presented investment recommendations to the fund's investment committee and defended investment theses.
Universal Banker I
Blue Foundry Bank
09.2021 - 09.2022
Provided exceptional customer service by assisting clients with their banking needs and resolving inquiries.
Utilized knowledge of financial products to cross-sell and up-sell banking services, contributing to branch revenue growth.
Managed ATM processing, including replenishing cash, resolving discrepancies, and ensuring the ATM is functioning properly.
Collaborated with different departments to facilitate the opening of simple and complex accounts, ensuring all client needs were met.
Team Lead/Supervisor
Fashionphile
02.2021 - 09.2022
Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
Evaluated employee skills and knowledge regularly; training, and providing guidance to ensure efficient operations.
Coordinated with other departments to ensure proper product flow and inventory management.
Reached out to customer service to resolve complaints, maintaining a positive customer experience.