Nyamka Demchig
Camas,WA
Summary
Motivated professional enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Investment Counselor
Fisher Investment
Camas, WA
06.2023 - 04.2024
- Created customized portfolio management plans for each client's needs.
- Maintained up-to-date knowledge of relevant laws and regulations governing the investment industry.
- Collaborated with colleagues across various business units in order to ensure a seamless experience for customers.
Consultant
PNC Bank
Kansas, MO
05.2022 - 06.2023
- Audited company's legal documents to verify compliant policies and procedures.
- Assessed company operations for compliance with safety standards.
- Maintained positive working relationship with fellow staff and management.
- Determined consumer needs to provide products and services appealing to larger market.
- Identified needs of customers promptly and efficiently.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Responded promptly to reports from customers regarding possible fraudulent activities.
Associate Banker
JP Morgan Chase
Kansas, MO
08.2021 - 05.2022
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Ensured compliance with banking regulations and procedures in daily operations.
- Assisted in training new employees as needed.
- Collaborated with other departments within the organization to ensure efficient delivery of services.
- Generated reports on daily transactions for management review.
- Established strong relationships with customers to increase customer loyalty.
Team Lead
Enterprise Holdings Inc., Rent-A-Car
Kansas, MO
01.2014 - 07.2019
- Trained new staff in relevant processes and procedures.
- Ensured compliance with company policies and procedures throughout the team.
- Developed strategies to increase team productivity and improve customer service levels.
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
Education
Bachelor of Arts - Business, Emphasize in Finance
University of Missouri - Kansas City
Kansas City, MO05-2020
Skills
- Regulatory understanding
- Derivatives trading
- Securities Valuation
- Industry Trend Analysis
- Estate Planning
- Tax planning
- Tableau, Excel
Certification
Data Analytics Certificate, AWS Certificate Solutions Architect , Financial Accounting Foundation Certificate, NMLS 20 hour Licensing Course.
Languages
English
Professional
Mongolian
Professional
Timeline
Investment Counselor
Fisher Investment
06.2023 - 04.2024
Consultant
PNC Bank
05.2022 - 06.2023
Associate Banker
JP Morgan Chase
08.2021 - 05.2022
Team Lead
Enterprise Holdings Inc., Rent-A-Car
01.2014 - 07.2019
Bachelor of Arts - Business, Emphasize in Finance
University of Missouri - Kansas City
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