Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Harpreet Kaur

West Hempstead,NY

Summary

Dynamic professional with a proven track record at JPMorgan Chase, enhancing banking operations and customer retention through innovative solutions and effective fraud prevention. Excelled in market analysis at Molina Health Care, driving informed business decisions. Skilled in Microsoft Office Suite and teamwork, adept at fostering positive client relationships and executing strategic improvements.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Associate Banker-ME

JPMorgan Chase
Glen Oaks, USA
04.2018 - Current
  • Conducted banking transactions such as deposits, withdrawals, transfers, loan payment wire transfers, and open personal accounts
  • Ensured compliance with regulatory norms and standard operational protocols daily
  • Drove efforts to streamline branch operations by providing valuable insights and suggestions to the management team
  • Boosted customer retention rates through the cultivation of lasting, positive relationships
  • Attained comprehensive understanding of the bank's financial product portfolio covering deposit accounts, investments and loans
  • Offered support and expertise to junior bankers for understanding operational tasks and processes in banking services
  • Aided in understanding the features of different bank products to clients
  • Contributed to team meetings, analyzing performance metrics and devising strategies for improvement
  • Assisted customers in utilizing mobile applications and online banking services
  • Successfully monitored and detected fraudulent actions while adhering to KYC/AML regulations, the USA PATRIOT ACT, and Bank Secrecy Act
  • Proficiently filed CTRs, MIPLs, and UARs for promptly flagging suspicious transactions

Financial Analyst

molina health care
Los Angeles, CA
10.2016 - 09.2017
  • Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
  • Identified discrepancies in financial data and recommended corrective actions to resolve them.
  • Analyzed complex financial information to offer recommendations to management, driving decision-making.
  • Performed risk analysis on potential investments and provided recommendations based on financial standing and market conditions.
  • Conducted variance analysis to compare budgeted figures against actual results and identified causes of discrepancies.
  • Developed financial analysis reports and presentations by applying acquired financial principles.

Sleep Technician

Rockville Medical Center
Rockville Centre, NY
02.2015 - 08.2016
  • Responded promptly to calls from referring physicians regarding any questions about patient progress or treatment plans.
  • Provided emotional support and empathy towards patients dealing with chronic fatigue or depression due to lack of adequate restful sleep.
  • Collaborated with physicians and other healthcare professionals to ensure optimal care for patients suffering from sleep disorders.

Education

Masters in Business Administration -

Wilmington University
Delaware

Masters in Computer Science - Econometrics, Corporate Finance, Macro Economic Analysis, Business Statistics, Accounting Theory

MD University
India

Skills

  • Banking Operations
  • Assessing Fraud Potential & Prevention
  • Staff Training
  • Customer service
  • Teamwork
  • Problem solving
  • Microsoft Office Suite
  • Google Suite
  • Oral & Written Communications
  • Money auditing
  • Branch operations

Certification

  • SIE (Security Industry Essentials)

Languages

Punjabi, Hindi, Urdu
Native/ Bilingual

Timeline

Associate Banker-ME

JPMorgan Chase
04.2018 - Current

Financial Analyst

molina health care
10.2016 - 09.2017

Sleep Technician

Rockville Medical Center
02.2015 - 08.2016

Masters in Business Administration -

Wilmington University

Masters in Computer Science - Econometrics, Corporate Finance, Macro Economic Analysis, Business Statistics, Accounting Theory

MD University

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