Educational Data Systems, Inc. Staten Island, NY NYC Business Solutions Center
Account Manger June 2023- Present
- Connected small business owners with lenders to secure financing
- Assisted associates and business owners in preparing and analyzing financial documentation required for grant or loan applications.
- Built and managed partnerships with community development organizations, banks, credit unions, alternative lenders, and credit building firms to support clients in need
- Trained clients on financing options and financial management to enhance their knowledge in seeking services or loan management
- Assisted aspiring business owners in understanding and successfully navigating the launch process, encompassing business concepts and initial company procedures
- Assisted clients with the submission of applications for different government grants and incentives, including MWBE certification
- Collaborated with Account Managers from various NYC Business Solutions Centers to identify and implement best practices, boost productivity, and overcome obstacles.
Citizens Bank Brooklyn, NY Universal Banker July 2022 – June 2023
- Created new client accounts by completing required paperwork and applications
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Assessed current and prospective clients' needs to deliver required services
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Assisted customers with online banking setup and troubleshooting issues.
XO Automotive Bronx, NY Account Manager/ Payroll Assistant (Remote Part Time) July 2021- January 2023
- Maintained an organized and secure workplace while efficiently managing inventory.
- Reviewed and analyzed follow-up reports and fresh consumer data received after work
- Organized documentation for car inspections and insurance claims
- Provided customer service solutions during off-hours for new and current clients
- Efficiently tracked employee's hours daily
- Managed records of automobile and client services
J.P Morgan Chase New York, NY Personal Banker/Associate Banker March 2020 – July 2022
- Handled account management duties such as processing bank withdrawals and deposits, as well as managing money orders.
- Analyzed client requirements and suggested appropriate goods and services to meet their needs.
- Marketed a range of financial products such as loan products, credit cards, and bank deposits
- Pursued generated leads to secure new corporate and individual clients.
- Documented all phone conversations and marketing actions to facilitate tracking of customer inquiries, preferences, and campaign performance.
- Addressed client concerns accurately and professionally
J.P. Morgan Chase New York, NY
Bank Teller October 2017- March 2020
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Performed cash handling duties including counting currency, coins and checks.
Ahad & Co. CPAs Bronx, New York CPA Assistant January 2017 – October 2017
- Scheduled yearly income tax filing appointments by initiating calls with existing clientele
- Assisted in the preparation of individual tax returns
- Followed up with customers to ensure timely submission of tax-related documents
- Monitored and controlled office inventory, while conducting regular filing duties
- Organized and maintained filing systems for documents and records.
- Assisted in the preparation of reports, presentations and correspondence.
Charles Tyrwhitt New York, NY Sales Associate December 2016 - October 2017
- Optimized in-store sales opportunities, including seasonal discounts for clients
- Enhanced in-store revenue by presenting fresh incentives and offers to current customers.
- Organized the cash register for efficient use
- Instructed new employees on the Charles Tyrwhitt procedure
- Assisted customers with product selection, sizing and styling.
