Devi Maksuti
Virginia Beach,VA
Summary
Experienced business professional with a track record of driving revenue growth and optimizing financial outcomes. Skilled in analyzing market trends, building strong client relationships, and leading high-performance teams. Proficient in strategic marketing planning, financial analysis, and operational excellence. Dedicated to leveraging expertise for long-term business success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banker
Bank of America
07.2024 - Current
- Cultivate client relationships, delivering tailored financial solutions that drive revenue growth.
- Conduct in-depth portfolio analyses, identifying wealth management opportunities and implementing data-driven strategies to optimize financial outcomes.
- Promoted financial products by maintaining excellent service offering knowledge on deposit accounts, loan applications, bonds, and securities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Executed wire transfers, stop payments, ACH transfers, and check negotiations.
- Implemented policies to improve efficiency and team performance.
Business Development Internship Program
Financial Growth Partners
01.2024 - 07.2024
- Analyzed market trends to identify lucrative business prospects, resulting in expanded client relationships and increased revenue streams
- Fostered strong client relationships through strategic follow-up activities, ensuring high satisfaction rates and long-term partnerships while maintaining database systems to track and analyze operational data.
- Cultivated strong cross-functional relationships, facilitating seamless communication between departments to optimize project outcomes.
- Analyzed problems and worked with teams to develop solutions.
Staff Accountant/Payroll Specialist
Adam Capital Investments Inc.
07.2021 - 12.2023
- Streamlined bookkeeping operations, enhancing AP&AR efficiency.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
Education
Bachelor of Science - Business Management/Corporate Finance
University of South Florida
Tampa, FL12-2022
Skills
- Financial Data Analysis
- Effective Team Leadership
- Operational Excellence
- Professional Networking
- Client Relationship Management
- Experienced with QuickBooks Software
- Skilled in Microsoft 365 Applications
- Financial Record Management
- Market Analysis and Strategy Development
- Payroll Software Proficiency
- Portfolio & Wealth Management
Certification
- Accounting Specialist Certificate, Tidewater Community College
- Citizen Data Science Analytics Certificate, USF Muma College of Business
- Life, Health & Annuities License, Commonwealth of Virginia Bureau of Insurance
Timeline
Personal Banker
Bank of America
07.2024 - Current
Business Development Internship Program
Financial Growth Partners
01.2024 - 07.2024
Staff Accountant/Payroll Specialist
Adam Capital Investments Inc.
07.2021 - 12.2023
Bachelor of Science - Business Management/Corporate Finance
University of South Florida
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