Geeta Persaud
Schenectady,NY
Summary
Demonstrates high level of ownership and initiative. Possesses exceptional work ethic and desire to go above and beyond to exceed company expectations. Offers knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development.
Overview
2026
2026
years of professional experience
Work History
Branch Operations Specialist
First National Bank of Scotia
05.2025 - Current
- Collaborated with team members to develop innovative solutions for operational challenges.
- Provided training for new employees on operational processes, systems, products, services, banking regulations and customer service standards.
- Developed and maintained relationships with customers, responding to inquiries and resolving complaints in a timely manner.
- Monitored daily activities of branch, staff, providing guidance and support as needed and much more.
Claim Clark/ Manager
Guyana National Insurance Scheme
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Conducted performance reviews for team members.
- Established processes to ensure efficient workflow throughout the organization.
- Created monthly reports for senior management summarizing operational performance metrics.
- Provided leadership during times of organizational change or crisis situations.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Coached, mentored and trained team members in order to improve their job performance.
Receptionist/ accountant
KB Customs Upholstery
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Greeted visitors and provided them with assistance.
- Maintained an organized filing system.
- Answered incoming calls, took messages.
- Processed customer payments using cash registers.
- Scheduled appointments for clients, customers, and other visitors.
- Monitored cash flows and prepared weekly cash projections.
- Performed general ledger reconciliations on a timely basis.
- Created journal entries accurately and timely for month end close processes.
- Reported on financial results including balance sheets, income statements, cash flow statements.
Tax Pro/Manager
H&R Block
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Identified potential deductions to minimize clients' tax liabilities.
- Compiled data from clients to accurately complete tax forms.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Filed electronically through approved software programs.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Provided leadership during times of organizational change or crisis situations.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Oversaw daily operations, maintaining efficiency and quality standards.
Education
High School diploma -
L’Aventure Secondary School
Three-years Degree -
The business School/College
Skills
- Tax Pro/Preparer
- Customer service
- Communication
- Multi-Tasking
- Management and Leadership
- Accounting
Qualification
- English A
- Mathematics
- Principles Of Account
- Principles Of Business
- Office Administration
- Business Management
- Integrated Science
- Agriculture Science
- Social Studies
Other Qualifications
Diploma in Micro Computer Studies
Timeline
Branch Operations Specialist
First National Bank of Scotia
05.2025 - Current
Claim Clark/ Manager
Guyana National Insurance Scheme
Receptionist/ accountant
KB Customs Upholstery
Tax Pro/Manager
H&R Block
High School diploma -
L’Aventure Secondary School
Three-years Degree -
The business School/College
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