Manna Mesfin
Fidelity Investments
Plano,Texas
1
Certification
2
years of professional experience
Work History
Customer Relationship Advocate
1 Month- Selected for firm-sponsored FINRA licensing to complete full-time preparation for SIE, Series 7, and Series 63 licensing.
- Developed knowledge in financial products and market mechanics, focusing on equities, options, debt securities, mutual funds, and portfolio principles.
- Mastering quantitative calculations and market rules, including options strategies, bond yield analysis, margin requirements and trade execution rules.
Universal Banker
1 Year- Opened and managed checking, savings, and CD accounts, ensuring an error-free processing rate of 98% and improving customer onboarding efficiency.
- Manage daily cash transactions exceeding $60K, maintaining a zero-loss record and adhering to strict security and compliance protocols.
- Process domestic and international wire transfers securely and efficiently, reducing processing errors by 30% and ensuring same-day transaction completion.
- Accurately process deposits, withdrawals, transfers, and loan payments, maintaining a 99.9% transaction accuracy rate to enhance operational efficiency.
- Manage and reconcile Interest on Lawyers' Trust Accounts (IOLTA), ensuring 100% compliance with state regulations and submitting accurate reports to legal authorities.
Education
Bachelor of Science - Finance
Skills
Securities & Products
Regulatory & Compliance FINRA & SEC frameworks
Call handling efficiency
Customer service and Client Relations
Cash handling proficiency
CSI Banking Software
Technical Support
Wire Transfers
Data Entry
Microsoft Office Suite
Certification
- IRAs 2024 A-Z
- Bank Protection Act
- BSA/AML Fundamentals
- Electronic Transfer Act
Timeline
Customer Relationship Advocate
Fidelity Investments
07.2026 - CurrentRead More
Universal Banker
Harmony Bank
09.2024 - 09.2025Read More
The University of Texas At Dallas
Bachelor of Science from Finance
Read More