Yumna Tauseef
Atlanta,GA
Summary
Detail-oriented and analytical Banking Professional with over 8 years of experience in financial services. Proven ability to manage client accounts, analyze financial statements, and provide strategic financial advice. Adept at enhancing customer relationships and driving business growth. Seeking to leverage expertise in Retail Banking at a financial institution.
Overview
7
7
years of professional experience
Work History
Office Manager
Farm Investments
10.2023 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
Personal Banker
Wells Fargo
12.2022 - 09.2023
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Claim Associate
State Farm
01.2022 - 09.2022
- Consistently met or exceeded performance metrics in key areas such as accuracy, timeliness, and customer satisfaction ratings.
- Managed a high volume of claims efficiently by prioritizing tasks in a fast-paced environment.
- Enhanced customer satisfaction by promptly addressing client concerns and resolving disputes professionally.
- Contributed to team goals by collaborating with peers and sharing best practices for improved performance.
Fraud Analyst
Bank Of America
06.2021 - 01.2022
- Evaluated customer data to identify and prevent fraudulent activities.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Tracked fraud cases and monitored trends to develop strategies for prevention.
- Performed risk assessments to determine level of fraud risk and prioritize investigations.
Teller III
SunTrust Bank
08.2019 - 05.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Teller
Wells Fargo
01.2019 - 06.2019
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Played an active role in community events and initiatives on behalf of the bank, promoting our commitment to local engagement.
- Identified sales opportunities and referred customers to branch partners in financial services.
Float Teller
SunTrust Banks Inc
03.2018 - 08.2018
- Educated customers on using digital banking services for self-service convenience.
- Improved workflow processes by collaborating with team members on best practices for daily operations.
- Contributed to branch efficiency by conducting end-of-day reconciliations and audits.
- Adapted quickly to changing priorities or staffing requirements within the branch.
Teller
TD Bank
02.2017 - 08.2017
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Education
BBA - Accounting And Finance
Georgia State University
Atlanta, GA04.2025
Skills
- Relationship Management
- Retirement planning
- Financial Planning
- Branch operations
- Products and Services Knowledge
- Customer Service-Oriented
Languages
Urdu
Hindi
Arabic
Punjabi
Timeline
Office Manager
Farm Investments
10.2023 - Current
Personal Banker
Wells Fargo
12.2022 - 09.2023
Claim Associate
State Farm
01.2022 - 09.2022
Fraud Analyst
Bank Of America
06.2021 - 01.2022
Teller III
SunTrust Bank
08.2019 - 05.2021
Teller
Wells Fargo
01.2019 - 06.2019
Float Teller
SunTrust Banks Inc
03.2018 - 08.2018
Teller
TD Bank
02.2017 - 08.2017
BBA - Accounting And Finance
Georgia State University
Similar Profiles
Brooke GrahamBrooke Graham
Farm Hand at Dairy Farm Investments - RuawhataFarm Hand at Dairy Farm Investments - Ruawhata
JONORA SEARLESJONORA SEARLES
Healthcare Land Developer at JES Investments LLC / MDE Investments LLCHealthcare Land Developer at JES Investments LLC / MDE Investments LLC
Luke MarkoeLuke Markoe
Financial Analyst Intern at Pine Valley Investments, LLC. Pine Valley InvestmentsFinancial Analyst Intern at Pine Valley Investments, LLC. Pine Valley Investments
Paul ComriePaul Comrie
Stream Manager at Nokia USA IncStream Manager at Nokia USA Inc
Moziah DavisMoziah Davis
Transmission Analyst at Georgia PowerTransmission Analyst at Georgia Power