Data Entry/Administrative Assistant
Resume:
SHARON A. PARIKH
*************@***.***
East Brunswick, NJ 08816
SUMMARY
Private Banking Administrator with significant experience opening high net worth accounts and increasing existing account sales through support of cross-selling efforts. Known for consistently improving processing times and overachieving goals.
THE BANK OF NEW YORK MELLON, New York, NY 1984-2009
Central Account Processor (2004-2009)
Controlled and issued account numbers for private banking, checking, and savings accounts. Opened and closed private banking accounts on the bank’s computer system in an accurate and timely manner. Processed and maintained coding changes to existing client profiles. Alerted management to issues within requests that may be contrary to policy or best practices.
• Established 200 new high net worth accounts per month by working with upper management to ensure applications met bank regulations.
• Minimized bank penalties by ensuring federal compliance requirements were met when establishing new accounts.
• Prevented and mitigated loss by verifying credit history of account holders.
• Recognized by management for consistently meeting department objectives and processing documentation in an accurate and timely manner.
Domestic Private Banking Administrator (2000-2003)
Provided overall service to Private Banking clientele as well as general administrative and clerical support to private banking clients. Opened new accounts and prepared required documentation to complete required transactions. Processed client requests for transactions such as purchase/sales of securities, foreign exchange, collections, letters of credit, incoming and outgoing wires. Contacted clients to inform them of overdrafts and request coverage. Provided clerical support (answering telephone calls, typing, photocopying, preparing express mail packages, ordering supplies, arranging messenger pick-ups, etc.) as needed.
• Increased revenues for private banking team by covering overdrafts and improving client satisfaction.
• Expanded cross selling efforts by communicating additional services and benefits to existing clients.
Benefits Administrator (1989-1999)
Responsible for the day to day operations of the Long Term Disability Benefit Plan. Processed long term disability applications for approval by the medical director and the bank officers. Calculated and monitored the duration of time an employee is entitled to receive long term disability benefits. Processed employee medical plan applications. Resolved any problems by serving as a liaison between the employee and the medical plan representative.
• Reduced LTD payments by processing medical and social security reviews in a timely manner.
• Improved employee satisfaction by maximizing insurance coverage through most effective selection of medical carrier options.
Unit Investment Trust Supervisor (1985-1988)
Supervised eight people in the telephone customer service area of the Unit Investment Trust Department. Monitored incoming telephone calls to ensure quality customer service.
• Reduced call duration time by training customer service representatives on product knowledge and customer service on an ongoing basis.
Unit Investment Trust Representative (1984-1985)
EDUCATION
St. Peters College, Jersey City, NJ
BS in Marketing
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