Moniya Aurika
Brooklyn,NY
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
6
6
years of professional experience
Work History
Associate Relationship Banker
JP Morgan Chase
03.2023 - Current
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
Associate Banker
JPMorgan Chase
Brooklyn, NY
03.2021 - Current
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Developed and implemented strategies to reduce risk and increase profitability.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
Medical Administrative Assistant
Hasan Medical Care
05.2020 - 02.2021
- Enhanced patient outcomes by providing knowledgeable education on procedures, medications and other physician instructions.
- Call every day at least 50 patients to visit the doctor's office.
- Conducted insurance verification and preauthorizations and managed patient charts.
- Oriented and trained new staff on proper procedures and policies.
- Scheduled appointments, registered patients and distributed sample pharmaceuticals as prescribed.
- Prepared blood, urine, and sputum lab specimens for diagnostic evaluation.
- Called and faxed pharmacies to submit prescriptions and refills.
Cashier
Rite Aid
05.2018 - 07.2018
- Helped customers complete purchases, locate items, and join reward programs to promote loyalty, satisfaction, and sales numbers
- Restocked, arranged, and organized merchandise in front lanes to drive product sales
- Operated cash register for cash, check and credit card transactions
- Solved customer complaints and provide information regarding products
- Checked bills with counterfeit pens and examined coins to spot and refuse foreign currency
- Reviewed weekly sales circulars and monitored price changes
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Built relationships with customers to encourage repeat business.
Education
High School Diploma -
Metropolitan Learning Institute
Associate of Arts - English Literature
Chittagong Govt Women's College
Skills
- Customer Outreach
- Sales expertise
- Asset Protection Strategies
- Generating Referrals
- Inbound & Outbound Customer Calls
- Credit card processing
- Financial Advisement
- Cash register operations
- Cash Handling
- Credit card processing
- Sales support
- Consumer Banking
- Growth Portfolios
- Operations Understanding
- Building Customized Solutions
- Meeting Sales Goals
- Risk Management Policies
- Financial Processes Understanding
- Sales Proficiency
- Cross-Selling Expertise
Timeline
Associate Relationship Banker
JP Morgan Chase
03.2023 - Current
Associate Banker
JPMorgan Chase
03.2021 - Current
Medical Administrative Assistant
Hasan Medical Care
05.2020 - 02.2021
Cashier
Rite Aid
05.2018 - 07.2018
High School Diploma -
Metropolitan Learning Institute
Associate of Arts - English Literature
Chittagong Govt Women's College