MERVEILLE NTUMBA
Universal Banker II
Rockville,MD
Summary
Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Universal Banker II
Truist Financial Corporation
Washington, DC
09.2023 - Current
- Identified 5 customers eligible for higher credit and increased limits to promote borrowings, facilitated corporate loan professional services including customizing of financial solutions across portfolio of SME customers
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Collaborated with an average of 10 clients daily to assess needs, guided through purchase decisions, and generated at least 4 partner referrals and 2 landing applications per month
Federal Services Tax Intern
RSM US LLP
Baltimore, MD
01.2023 - 03.2023
- Analyzed extensive tax data, leading to a 15% reduction in errors during tax return preparations and enhanced accuracy of client filings, contributed to a 20% increase in client satisfaction ratings during winter tax season
- Organized and validated tax documents, increasing filing efficiency and accuracy
- Facilitated filing of extension returns for three small businesses with multi-million dollar valuations
- Analyzed financial statements, identifying discrepancies that led to significant adjustments in clients'' taxable income calculations.
Summer Tax Intern
RSM US LLP
Baltimore, MD
06.2022 - 08.2022
- Cooperated the Real Estate team in preparing and filing tax documents, ensuring accuracy and compliance for small to mid-sized businesses valued at millions to billions
- Reorganized tax documentation workflow, improving future scalability and efficiency in Excel, September 2020
- Coordinated filing of tax extensions and prepared returns, streamlining process and boosting team efficiency, with final submissions reviewed by senior associates
- Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
Senior Bank Teller
Truist Financial Corporation
Baltimore, MD
07.2021 - 01.2022
- Executed daily teller transactions, including withdrawals, check cashing, and deposits, ensuring accuracy and efficiency to maintain smooth branch operations
- Consulted with clients to identify financial needs, facilitating referrals to bankers or corporate partners, boosted client satisfaction and contributed to meeting branch targets
- Generated a minimum of 2 weekly referrals to corporate partners and assisted up to 4 clients with account openings or lending needs, driving business opportunities and customer engagement
Education
Bachelor of Science - Economics
Arizona State University
Tempe, AZ 10.2023 - 05.2025
Associate of Arts - Business Administration
Montgomery College
Rockville, MD 05.2016 - 12.2018
Skills
Tax compliance expertise
Corporate taxation
GAAP
Financial reporting
Goal oriented
Operational efficiency
Relationship management
Cross-selling products
Certification
Microsoft Specialist Certificate
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridImportant To Me
Career advancementWork-life balanceWork from home optionPaid time offPersonal development programsHealthcare benefitsCompany CulturePaid sick leaveStock Options / Equity / Profit Sharing401k matchTeam Building / Company RetreatsLanguages
French
Native or Bilingual
English
Native or Bilingual
Timeline
Bachelor of Science - Economics
Arizona State University
10.2023 - 05.2025
Universal Banker II
Truist Financial Corporation
09.2023 - Current
Federal Services Tax Intern
RSM US LLP
01.2023 - 03.2023
Summer Tax Intern
RSM US LLP
06.2022 - 08.2022
Senior Bank Teller
Truist Financial Corporation
07.2021 - 01.2022
Associate of Arts - Business Administration
Montgomery College
05.2016 - 12.2018