Alex B. Email & Phone Number

Salt Lake City, Utah, United States

Boston, Massachusetts, United States

● Carefully processed thousands of wire transfers and international payments● Investigated wire transfer issues and delays using Salesforce, solving clients’ problems and supporting Fraud Operations● Mitigated fraudulent transactions through BSA/AML filtering and OFAC screening● Filtered client requests with KYC standards, created Salesforce cases to follow up if required● Contributed to the bank’s transition to online banking, offering UI/UX testing and input, integrating financial systems for a seamless client experience● Facilitated foreign exchange transactions through Wells Fargo’s FX desk ● Trained four new hires in various procedures including foreign exchange settlement, OFAC screening, international fund transfers, and liquidity reconciliation● Engaged with customers on a daily basis, helping with any inquiries, setting up recurring wire transfers and providing comprehensive support● Conducted liquidity analysis in Excel, promptly reporting and resolving differences in daily

Boston, Massachusetts, United States

● Assured accuracy and timeliness for incoming and outgoing wire transfers● Supported clients in executing foreign currency transactions with external banks● Communicated with various financial entities to track payments and follow up on client inquiries● Vigilantly monitored potentially fraudulent activity, sifting through OFAC hits to catch financial crime● Used Salesforce to create cases for wire issues, following up daily with relationship managers or other banks until problems were resolved● Opened and closed the bank’s fedwire lines daily, ensuring that cutoff times were strictly adhered to

Storrs Mansfield, Connecticut

-Facilitated mail delivery to the student population-Provided excellent customer service and satisfaction

London, United Kingdom

● Reviewed financial statements and press releases of British companies to craft financially relevant news● Proofread and contributed to sponsored research for companies listed on the London Stock Exchange● Participated in client meetings, keeping minutes and monitoring market outlook in order to keep subscribers up to date on various investment firms’ strategies● Managed the editing process of an investment guide released annually by Marten & Co, with a focus on removing complicated financial jargon to improve readability

West Hartford, Ct

● Conducted comprehensive evaluations of prospective clients’ financials● Obtained a Connecticut insurance producer’s license after studying insurance plans and passing the state examination● Gained extensive sales experience through training sessions and joint work with seasoned colleagues

Bachelor Of Science - Bs, Finance, General

Minor, Real Estate