Created with
Amal Al-Yafai
ad5dnz@r.postjobfree.com +1-817-***-**** LinkedIn
Current role Banking Operations Specialist at Charles Schwab
Experience Banking, Payments, Customer service,
Financial Services, Marketing, Data
Analysis, Sales
Technologies Citrix
I'm making a career change because...
I want to focus on new growth and challenging
opportunities! My current role is a contract position that I’ve loved and learned so many different skills and I’m so excited to bring that to my next role!
• Maintain high level of efficiency regarding payroll administration duties
• Support internal/external clients by communicating product information, addressing client service issues, completing program maintenance, upgrades and troubleshooting.
• Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers, ensuring all information is accurate and complete.
• Following all bank financial and security regulations and procedures.
• Maintaining and balancing cash drawers and reconciling discrepancies.
• Demonstrating leadership and the ability to be a role model and mentor your peers
• Work collaboratively and effectively with others in a fast-paced environment
• Handle escalations when warranted and the ability to act quickly in a high-risk environment by assessing and resolving clients’ issues
Work experience
Banking Operations Specialist, Charles Schwab Feb 2023 - Present (1y) It offers banking, commercial banking, investing services. Banking · Payments · Customer service · Financial Services Citrix
• Effectively handling and evaluating risk while processing incoming and outgoing wires, ACH transactions, depositing funds, disbursement requests and processing of internal transfers Client Care Manager, Vastmed Feb 2022 - Mar 2023 (1y 1m) Selling medical and dental supplies at wholesale
Marketing · Customer service · Data Analysis · Sales
• Building long-term relationships with key clients. Addressing customer concerns and complaints. Creating sales plans to generate revenue.
Bank Teller, Wells Fargo Aug 2019 - May 2021 (1y 9m) Bank
Banking · Customer service · Financial Services
• Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions. Created with
Education
University of Texas at Arlington
Bachelors Degree Criminal Justice
Tarrant County College
Associates Overview
Snippets
About me
I pride myself in any role I’ve been in to always exceed expectations. I enjoy leaving a lasting impression because it brings me the accomplishment that I succeeded in my role. I want to work for a company that...
Prides itself on diversity, growth, & goal oriented leadership I'm making a career change because...
I want to focus on new growth and challenging
opportunities! My current role is a contract position that I’ve loved and learned so many different skills and I’m so excited to bring that to my next role!
Interests
• Feeling the sun on my face
• Traveling
• spending time with family & friends
• Gym
• Pushing myself to be adventurous
More about me