Overview
Work History
Education
Skills
Leadership Experience
Affiliations
Relevant Coursework
Timeline
Generic

Jay Patel

Columbus

Overview

4
4
years of professional experience

Work History

Universal Banker

Truist Bank
Langhorne
06.2024 - 06.2025
  • Conducted comprehensive financial consultations, assessing client needs to recommend suitable products.
  • Managed various accounts, including personal, business, and CDs, ensuring regulatory compliance.
  • Provided expert knowledge of financial products, tailoring solutions for individual and business clients.
  • Processed transactions accurately while adhering to strict cash handling procedures.
  • Cross-sold Truist products to enhance portfolio growth and followed up on client satisfaction.
  • Ensured compliance with banking policies and regulations, mitigating risk for the institution.
  • Utilized banking software and mobile tools to enhance customer account management experience.
  • Collaborated with cross-departmental teams to resolve customer issues effectively.

Retail Bank Intern

ConnectOne Bank
Union
06.2023 - 08.2023
  • Streamlined daily retail banking operations by efficiently processing deposits, withdrawals, and loan payments.
    Examined checks for endorsements and accurately entered transactions into bank records.
  • Ensured cash drawer balance by verifying currency, adhering to performance standards.
  • Formulated financial forecasts and long-term strategies to foster organizational growth.
  • Conducted market trend analysis and competitor assessments to inform strategic initiatives.
  • Delivered analytical insights as a financial consultant to optimize business decisions.
  • Crafted comprehensive financial models and client presentations for mergers and acquisitions.
  • Cultivated professional relationships with mentors, senior executives, and industry authorities.

Front Desk Receptionist

MHO Hotel
Bordentown
06.2022 - 08.2022
  • Ensured welcoming check-in and check-out experiences for guests through effective assistance.
  • Executed financial transactions accurately, including cash handling and billing inquiries.
  • Delivered outstanding service to support customer satisfaction while taking responsibility for problem resolutions.
  • Prepared and distributed invoices promptly, resolving any discrepancies efficiently.
  • Updated financial records to maintain accuracy and compliance with established hotel policies.
  • Reconciled cash transactions daily, preparing detailed reports for finance department review.
  • Contributed to budgeting and forecasting efforts by providing accurate financial data to management.
  • Conducted training sessions for new reception staff on operational procedures and financial protocols.

Team Member/Delivery Driver

Domino's Pizza
Cookstown
12.2020 - 05.2021
  • Ensured timely delivery of orders while upholding exceptional customer service standards.
  • Accurately processed cash and credit transactions, maintaining comprehensive records.
  • Facilitated daily cash reconciliation and compiled financial reports for management oversight.
  • Performed regular inventory audits to assist with stock management efforts.
  • Effectively addressed customer complaints, offering satisfactory resolutions.
  • Evaluated operational processes to uncover cost-saving opportunities and improve overall efficiency.
  • Determined financial risks, implementing strategies for mitigation.
  • Contributed to strategic planning by analyzing competitive landscape and market trends.

Education

Bachelor of Science - Finance

Rutgers University
Newark, NJ
05-2024

Skills

  • Microsoft Office proficiency (Word, Access, Excel, Powerpoint)
  • Analytical tools expertise (Tableu, Power-Bi)
  • Fluent in Gujarati
  • Professional customer communication
  • Risk analysis and management
  • Research and analytical skills
  • Project management
  • Ability to work under pressure
  • Judgment and discretion
  • Report and presentation development

Leadership Experience

Distributive Education Clubs of America - DECA Club, Member  - 09/2018 - 06/2020

  • Engaged in fundraisers and activities to raise money for charities, Learned more
    about being a leader and entrepreneur in marketing, finance, hospitality and management

Affiliations

  • Kappa Sigma Fraternity, Member, Assistant Grand Scribe (Secretary) - 12/2021 - 05/2024
  • Finance Society Club, Member - 12/2021 - 5/2024

Relevant Coursework

Management Info Systems, Product & Operations Management, Financial
Accounting, Managerial Accounting, Intro to Macroeconomics, Finance, Financial
Econometrics, Investments, Security Analysis, Business Research Methods, Pension
Fund Management, Financial Institutions & Markets, Business Policy & Strategy,
Corporate Finance, Fixed Income, Management Skills, Ethics in Finance

Timeline

Universal Banker

Truist Bank
06.2024 - 06.2025

Retail Bank Intern

ConnectOne Bank
06.2023 - 08.2023

Front Desk Receptionist

MHO Hotel
06.2022 - 08.2022

Team Member/Delivery Driver

Domino's Pizza
12.2020 - 05.2021

Bachelor of Science - Finance

Rutgers University

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Jay Patel