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.
