Professional Summary
Overview
Work History
Education
Skills
Certification
Timeline

Juniyah Khayriyah

Vanguard
Exton,PA
1
Certification
6
years of professional experience

FINRA SIE-certified Finance & Economics graduate with direct broker-dealer and commercial banking experience. Proven track record of ranking #1 in regional sales referrals, managing regulatory compliance, and delivering high-touch client consultations. Combines multi-state licensing (NMLS, Notary) with strong operational precision and CRM expertise (Salesforce, Power BI).

Work History

Client Relationship Associate

6 Months
Vanguard | 01.2026 - 07.2026
  • Developed foundational knowledge of securities products, investment concepts, and FINRA regulations within a broker-dealer environment.
  • Successfully obtained the Securities Industry Essentials (SIE) Exam certification while pursuing professional licensing goals.
  • Maintained strict adherence to compliance policies, confidentiality standards, and regulatory procedures throughout training and daily operations.

Personal Banker

3 Years 5 Months
WSFS Bank | 08.2022 - 01.2026
  • Ranked #1 in referral sales across the Brandywine Valley region by executing consultative financial health checks and identifying tailored banking solutions.
  • Managed end-to-end customer onboarding, credit applications (NMLS), deposit accounts, and complex transaction inquiries to maximize client retention.
  • Partnered with branch leadership to design sales strategies and lead community financial planning workshops, educating 100+ clients on wealth-building fundamentals.
  • Conducted daily account audits and customer verification procedures to mitigate fraud and ensure full compliance with federal banking laws.

Retail Sales Supervisor

1 Year 11 Months
OSL Retail Services Inc. | 08.2020 - 07.2022
  • Managed retail operations and carrier partnerships with AT&T, Verizon, and T-Mobile, consistently surpassing brandh sales targets by over 260%.
  • Supervised branch staff, enforced corporate compliance policies, and conducted high-accuracy device activations, upgrades, and billing audit resolutions.
  • Managed high-value device inventory control, auditing daily stock levels and enforcing anti-shrink/anti-fraud protocols to ensure zero loss across carrier accounts.
  • Served as a branch technology champion by training team members on adopting digital platforms and sales tools, optimizing daily workflows to identify customer opportunities and deepen relationship engagement.

Education

Bachelor of Science - Finance

West Chester University of Pennsylvania | West Chester, PA

Minor in Business Analytics

Bachelor of Science - Economics

West Chester University of Pennsylvania | West Chester, PA

Skills

Attention to Detail
Regulatory & Policy Compliance
Client Needs Assessment
Organization & Multitasking
Phone-Based Support
Money Movement & Assest Transfers
Account Retention & Relationship Building
Microsoft Office 365 (Excel
Word
PowerPoint
Outlook
Teams & CRM Integration)

Certification

  • Real Estate Certification
  • FINRA Securities Industry Essentials (SIE)
  • Notary Public, Commonwealth of Pennsylvania (Expires 2027)
  • Nationwide Multistate Licensing System (NMLS)

Timeline

Client Relationship Associate

Vanguard
01.2026 - 07.2026Read More

Personal Banker

WSFS Bank
08.2022 - 01.2026Read More

Retail Sales Supervisor

OSL Retail Services Inc.
08.2020 - 07.2022Read More

West Chester University of Pennsylvania

Bachelor of Science from Finance
Read More

West Chester University of Pennsylvania

Bachelor of Science from Economics
Read More
Juniyah Khayriyah