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Queens, NY
... INTERN BANKER, Dec 2021 – Feb 2022 (3 Months) Network Capital Funding Corporation, New York, NY Shadowed mortgage loan originator on purpose to study and receive license. Drove sales with focus on customer service and assessed customer needs and ...
- 2023 Nov 21
New York, NY
... Citibank Miami, FL Aug 2014 – Mar 2016 Personal Banker • Provided a high level of financial and administrative services to customers. • Processed and managed customer accounts; opened, closed and performed account maintenance and all teller ...
- 2023 Nov 14
Manhattan, NY, 10007
... Financial Accounting Financial Edge • 04/2023 - Present The Investment Banker Financial Edge • 06/2023 - 01/2024 SKILLS Accounting Fundamentals, Attention to Detail, DCF, Due Diligence, Excel, Financial Modeling, Mergers and Acquisition, Valuation
- 2023 Nov 13
Brooklyn, NY
B aohua L e i Brooklyn, NY ***** • C: 917-***-**** • E: ad0pmi@r.postjobfree.com EXPERIENCE JPMorgan Chase, Relationship Banker, New York, NY Jan 2023 – Present • Use techniques and resources needed to build a client base of high-net-worth ...
- 2023 Oct 29
Farmingdale, NY
... •Refer clients to the Financial Advisor, Business Relationship Banker, and Home Landing Specialist on daily bases to make sure our branch's financial health is consistently 100% in our scorecard. •Maintain high level of employee satisfaction by ...
- 2023 Oct 21
Queens, NY
... KOTAK MAHINDRA BANK, PUNJAB -ASSOCIATE BANKER AUGUST 2022-JUNE 2023 Building and maintaining relationships with new and existing customers. EDUCATION Chandigarh Group Of Colleges, Jhanjeri, PUNJAB — Bachelor’s in Computer’s Applications JULY 2020 - ...
- 2023 Oct 19
The Bronx, NY, 10462
... Banker Citizens Bank - Brewster, NY August 2011 to November 2011 Opened up checking, savings, MMA. Home equity lines of credit, loans. Great customer service, solved any issues customers may have. Inbound and outbound phones. Education + Add degree ...
- 2023 Oct 19
East Meadow, NY, 11554
... Project : Thomson One Banker Application (The Research & Analytical Investment Banking Solution). Manual execution of Scripts related to GUI Testing of new Builds and Releases of Thomson One Banker Modules, Tabs and Menu Functionality coded in Java ...
- 2023 Oct 10
New York, NY
... Accomplished banker with a diverse track record spanning Assets, Liabilities, Investment products, Government banking, and Currency Chest operations. Demonstrates a consistent track record of commitment, seamless role transitions, and skillful ...
- 2023 Sep 12
New York, NY
... Morgan Securities Inc., New York, NY Investment Banking Associate – Public Finance Group June 2001 – June 2002 As an Associate Investment Banker in Public Finance, I built spreadsheet models to forecast the debt service for State and Local ...
- 2023 Aug 26