Neda Morgan
New York,NY
Summary
Professional in banking and financial services with strong focus on customer service, account management, and financial solutions. Proven ability to collaborate within teams, adapt to changing needs, and consistently achieve results. Skilled in handling transactions, advising clients on banking products, and managing client relationships. Known for reliability, communication skills, and results-driven approach.
Overview
13
13
years of professional experience
Work History
Universal Banker
M&T Bank
Port Jefferson, NY
01.2025 - Current
- Provided exceptional customer service, addressing inquiries and resolving issues effectively.
- Assisted clients in account management, offering tailored solutions to meet financial needs.
- Collaborated with team members to streamline service delivery processes and enhance efficiency.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
- Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Referred customers to other banking departments for specialized services.
Associate Banker
JPMorgan Chase
Lake Grove, NY
10.2022 - 11.2024
- Assisted clients with account inquiries and transaction processing, ensuring a seamless banking experience.
- Collaborated with team members to streamline operational workflows, enhancing service efficiency.
- Educated clients on banking products and services, fostering informed decision-making.
- Maintained accurate records of client interactions and transactions in compliance with regulatory standards.
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Opened, closed, and updated accounts for customers.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Referred customers to other banking departments for specialized services.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
Office Manager
34th.Street Chiropractic & Wellness
New York, NY
01.2013 - 10.2019
- Managed daily office operations, ensuring efficient workflow and adherence to policies.
- Oversaw scheduling for patient appointments, optimizing clinic capacity and reducing wait times.
- Coordinated communication between staff and patients, enhancing service delivery and satisfaction.
- Developed office procedures to improve efficiency and streamline administrative tasks.
- Implemented electronic health record systems, improving data accuracy and accessibility.
- Analyzed operational processes, identifying areas for improvement and increasing overall productivity.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Hooksett, NH12-2026
Associate of Applied Science - Accounting
Suffolk County Community College
Selden, NY05-2022
Skills
- Branch operations
- Customer needs assessment
- Financial advising
- Loan origination
- Wealth management
- Investment strategies
- Customer Service-oriented
- Developing customer relationships
Affiliations
Auxiliary Department
Languages
Serbian
Native or Bilingual
Timeline
Universal Banker
M&T Bank
01.2025 - Current
Associate Banker
JPMorgan Chase
10.2022 - 11.2024
Office Manager
34th.Street Chiropractic & Wellness
01.2013 - 10.2019
Bachelor of Science - Business Administration
Southern New Hampshire University
Associate of Applied Science - Accounting
Suffolk County Community College