Manasi Jadhav

4+ years of experience as Teller Coordinator. Committed to originating new business and personal client relationship. Recognized for processing transactional paperwork with efficiency and providing follow-up with clients.

Trust coordinator - Northwest Bank - Bellevue, PA

(2023-09)

• Coordinate documentation and communication with Trust Operations.
• Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system.
• Monitor overdrafts and excess cash balances in Trust Accounts.
• Monitor and reconcile daily balance sheets, including those that come from outside record keepers.
• Provide administrative support for all Account Managers/Trust Officers.
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.
• Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative.
• Deposits/post all transactions.
• Check previous day operational transactions.
• Process distributions requests and bill payments for clients, as directed.

Teller - Northwest Bank - Bellevue, PA

(2023-03 - 2023-09)

• Perform cash handling and process wire transactions efficiently.
• Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, as well as assist with end of day balancing.
• Understand and explain all Northwest bank products and services. Complete member requests that include but are not limited to traveler's checks, money orders, treasurer's checks, and gift cards.
• Identify the financial needs of new and existing members by building strong business relationships and cross sell appropriate products and services.
• Achieve individual sales goals by making qualified referrals.
• Contribute to office success of operations and audit.
• Ensure Compliance with Northwest policies and procedures.
• Engaged in making right decisions based on perspective and analytical processes.

Teller - Digital Credit Union Bank - Burlington MA

(2018-06 - 2018-09)

• Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, as well as assist with end of day balancing.
• Understand and explain all DCU products and services. Complete member requests that include but are not limited to traveler's checks, money orders, treasurer's checks, and gift cards.
• Identify the financial needs of new and existing members by building strong business relationships and cross sell appropriate products and services.
• Achieve individual sales goals by making qualified referrals.
• Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• May be asked to provide coverage in other DCU areas such as other branches, Information Center, or support departments.
• Perform other job-related duties as assigned.

Cashier - Wegmans Supermarket - Burlington MA

(2017-06 - 2018-06)

• Handle cash transactions with customers using cash registers, Scan goods and collect payments.
• Issue receipts, refunds, change or tickets, redeem stamps and coupons.
• Resolve customer complaints, guide them, and provide relevant information.
• Pleasantly deal with customers to ensure satisfaction.
• Ensure compliance with all internal controls and adhere to those policies and procedures.

Sales Associate - ING Vysya Life Insurance - Pune India

(2008-08 - 2009-06)

• Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
• Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.
• Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.

Accountant - Parekh & Associates - Pune India

(2007-04 - 2008-07)

Worked as accountant under CA, performing basic accounting duties and assists the senior accountant and worked under the guidance of a senior accountant.

• Responsible to prepare the financial records or the statements and keeping track of accounts and financial statements on a weekly basis.
• Ensure that the statements received from and sent to the bank are in order. Entered voucher invoices and processing the collection.

Bachelor of Commerce - Accounting - SHIVAJI UNIVERSITY, SOLAPUR (2005)