Lira Kosumi
Brooklyn
Summary
Highly motivated and detail-oriented finance graduate with a proven ability to thrive in fast-paced environments. Seeking a position where I can leverage my critical thinking, analytical skills, and collaborative mindset to deliver innovative solutions and contribute to organizational success.
Overview
1
1
year of professional experience
Work History
Relationship Banker
Bank of America
New York
11.2023 - 09.2024
- Supported and reviewed documents for customers with various financial backgrounds including opening checking accounts, savings accounts, CD's and credit cards
- Processed high-volume transactions such as deposits, withdrawals, money orders, and wire transfers while adhering to BSA regulations
- Ensured compliance with Currency Transaction Reports (CTR's) and fraud prevention protocols for cash transactions
- Identified and responded promptly to potential suspicious activities or inconsistencies to the customer profile including verifying transactions or customer requests
- Utilized strong communication skills to assist customers in a fast-paced environment, identifying financial goals and providing tailored solutions to enhance satisfaction and retention
Financial Assistant Internship
Cahani Energy Corp
New York
06.2023 - 07.2023
- Supported in the preparation and maintenance of financial records, including invoices, receipts, and expense reports
- Collaborated with the manager to gather data, perform analyses, and generate monthly reports for management review
- Managed accounts payable tasks, along with verifying and processing vendor invoices, and ensuring timely payments
- Assisted in the preparation of financial statements, including income statements and balance sheets to improve operational transparency
Education
Bachelor of Business Administration - Finance, Information Technology and Social Responsibility
Baruch College, Zicklin School of Business
New York, NY05.2023
Skills
- Microsoft Office
- Excel
- Word
- PowerPoint
- Outlook
Websites
Hobbies and Interests
- Investments
- Cryptocurrency
- Real Estate
Timeline
Relationship Banker
Bank of America
11.2023 - 09.2024
Financial Assistant Internship
Cahani Energy Corp
06.2023 - 07.2023
Bachelor of Business Administration - Finance, Information Technology and Social Responsibility
Baruch College, Zicklin School of Business