BS in Business Administration major in Financial Management
Notre Dame University
A graduate of Bachelor of Science in Business Administration major in Financial Management, with 10 years of experience in providing excellent customer service along with data privacy protection.
Notre Dame University
Conducts KYC to clients. Verify, encode, and validate client’s bank transactions. Analyze and verify G/L entries for validation.
Conducts proper KYC to new and existing clients. Onboards new and existing clients to CRM. Validates daily bank transactions accurately. Markets other bank products and services.
Bookkeeping with QuickBooks and Xero Internship
Responsible for the daily lobby management operations and provides assistance to the Branch Head in marketing the Banks’ and. affiliates’ products and services.
Search the Internet for information on a wide variety of topics.
Perform daily accounting tasks such as monthly financial reporting, record payments and adjustments.
Provide admin services to clients, schedule appointments, make phone calls, travel arrangements, and manage emails.