Summary
Overview
Work History
Education
Skills
Timeline
Segi Joanidhi

Segi Joanidhi

Silver Spring,MD

Summary

Finance and Banking Graduate I have been graduated with a Bachelors degree in Finance and Banking from Epoka University. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. I am eager to learn and grow with a company that will benefit from my dedication and commitment.

Overview

6
6
years of professional experience

Work History

Universal Banker

Sandy Spring Bank
10.2022 - 08.2023
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.

Teller

Sandy Spring Bank
12.2021 - 10.2022
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.

Data Entry Clerk

National Dance Education Organization
04.2020 - 02.2022
  • Coordinated with cross-functional teams to gather necessary information for accurate record-keeping and reporting purposes.
  • Verified accuracy of data entered into system to produce error-free reports.
  • Developed data entry policies and procedures in compliance with company standards.
  • Used computer software to store and retrieve data.

Accountant Assistant

Shpresa LTD
03.2017 - 07.2019
  • Answered phone calls regarding financial matters such as payments due.
  • Helped prepare month-end, quarterly and year-end closings.
  • Enhanced financial accuracy by assisting with the preparation of monthly financial statements and reports.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.

Education

Bachelors Degree - Finance and Banking

Epoka University, Albania
06.2019
  • Graduated with 3.6 GPA.
  • Graduated in Top 10 % of Class.
  • Member of Finance Club.

Skills

  • Teamwork
  • Motivated
  • Customer service
  • Time Management
  • Verbal and written communication
  • Responsible
  • Professional and mature
  • Order Fulfillment
  • Organize Records
  • Data Entry Experience
  • Software Programs
  • Customer support
  • Answering questions
  • Reviewing documents
  • Cash Handling
  • Money transfers
  • Financial Advisement
  • Microsoft Access
  • Loan and Account Monitoring
  • Data Entry and 10-Key
  • Human Resources Department Processes
  • Accounts Payable and Receivable

Timeline

Universal Banker - Sandy Spring Bank
10.2022 - 08.2023
Teller - Sandy Spring Bank
12.2021 - 10.2022
Data Entry Clerk - National Dance Education Organization
04.2020 - 02.2022
Accountant Assistant - Shpresa LTD
03.2017 - 07.2019
Epoka University - Bachelors Degree, Finance and Banking

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Segi Joanidhi