Summary
Overview
Work History
Education
Skills
Timeline
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Sumana Tapader

Dallas

Summary

Dynamic professional with a proven track record at JPMorgan Chase, excelling in financial transactions and compliance. Adept at building client relationships and enhancing workflows, I leverage exceptional communication and conflict resolution skills to drive results. Committed to accuracy and efficiency, I consistently support teams in achieving operational excellence.

Overview

13
13
years of professional experience

Work History

Deposit Services Specialist

Ponce Bank
New York, NY
06.2022 - Current
  • Evaluated customer ATM, mobile and merchant source capture transactions to ensure accuracy and compliance and facilitated collaboration with fraud teams to mitigate fraudulent activities.
  • Assisted branches and business units by addressing account inquiries and issues through Salesforce (GPS) cases and supported business clients in enrolling for wire transfers, positive pay, and ACH services on the access management platform.

Associate Banker/ Market Expensions

JPMorgan Chase
New York, NY
09.2019 - 06.2022
  • Executed precise financial transaction processes, ensuring accuracy and compliance and assisted in developing policies and procedures to meet regulatory standards. Supported the implementation of new guidelines across teams.
  • Facilitated account openings and delivered expert assistance with international and domestic wire transfers, and supported collaboration with various business lines to enhance workflow. Facilitated communication among teams to achieve project goals.

Host

Tavern on the Green
New York, NY
04.2018 - 12.2020
  • Provided precise wait time estimates to patrons during peak periods, and cultivated positive customer experiences through proactive engagement and support.
  • Directed phone reservation management processes to optimize customer service efficiency, and facilitated resolution of emerging issues while accommodating individual preferences.

Lead Hostess

Red Lobster
New York
01.2015 - 03.2018
  • Delivered exceptional customer service by warmly welcoming guests upon arrival, and oversaw and optimized waiting list management processes.
  • Trained and onboarded new employees to enhance team performance. Educated staff on restaurant policies and responsibilities to ensure compliance and operational efficiency.

Bookkeeper

Scaturro Supermarket
04.2013 - 06.2015
  • Assisted customers by addressing inquiries, locating products, and offering personalized recommendations.
  • Operated cash registers, processed transactions, and balanced cash drawers. Maintained a tidy workspace while handling refunds and resolving customer complaints.

Education

Master of Science - Accounting

Post University
Waterbury, CT

Bachelor of Science - Financial Forensics And Fraud Investigation

John Jay College of Criminal Justice
New York, NY
12-2020

Associate of Science - Accounting

Queensborough Community College
Oakland Gardens, NY
12-2018

Skills

  • Empathy and patience, customer service expertise,time management mastery, record keeping, conflict resolution techniques, team collaboration aptitude, banking regulations
  • Cash handling experience, financial transactions proficiency, conflict resolution, positive attitude, teamwork and collaboration, problem-solving, client relationship building, exceptional communication, adherence to policies, sales and Cross-selling

Timeline

Deposit Services Specialist

Ponce Bank
06.2022 - Current

Associate Banker/ Market Expensions

JPMorgan Chase
09.2019 - 06.2022

Host

Tavern on the Green
04.2018 - 12.2020

Lead Hostess

Red Lobster
01.2015 - 03.2018

Bookkeeper

Scaturro Supermarket
04.2013 - 06.2015

Bachelor of Science - Financial Forensics And Fraud Investigation

John Jay College of Criminal Justice

Associate of Science - Accounting

Queensborough Community College

Master of Science - Accounting

Post University
Sumana Tapader