Amanda Persaud - Dave Email & Phone Number

New York, Ny, Us

Garden City, New York, United States

- Assess incoming calls to consult effectively with customers and colleagues for financial planning as well as to determine areas of concern or suspicion, escalating when necessary. - Utilize Google Workspace & Microsoft Teams tools to collaborate with colleagues and provide accurate information to clientele - Demonstrate proficiency in navigating multiple system applications to identify and track trends, for improvement of Apple Bank product and services, through CISCO Finesse wrap-up… Show more - Assess incoming calls to consult effectively with customers and colleagues for financial planning as well as to determine areas of concern or suspicion, escalating when necessary. - Utilize Google Workspace & Microsoft Teams tools to collaborate with colleagues and provide accurate information to clientele - Demonstrate proficiency in navigating multiple system applications to identify and track trends, for improvement of Apple Bank product and services, through CISCO Finesse wrap-up code categories - Liaise with various departments to improve relationship management and rectify customer experiences, suspicious activity, escalations and complaints using call monitoring with Continuity SaaS platform according to company protocol - Establish subject matter knowledge to provide present and prospective clientele with varied cybernated banking solutions, and offering to connect customers with internal colleagues or third-party affiliates if needed through use of Q2 CoPilot, VISA Resources, CST Bill Pay and ZELLE inline with departmental goals- Proactively seek feedback from call recording analyses and management observations to exceed individual call center service quality standards established through departmental Calabrio metrics- Contributed to successful system upgrade and crisis management efforts, for transition to FIS Systems in 2022 and mitigation for MOVEit Data Breech of 2023 Show less

Nassau County, New York, United States

- Developed proficiency in international web-based CRM platform CommCare HQ to manage a caseload of approximately 15-30 households weekly exposed to COVID-19 for assessment of exposure & symptoms, compliance with legal quarantine protocols, and determination of any holistic needs for social services- Served as point of contact to improve communication processes of effective strategies for COVID-19 transmission reduction through Amazon Connect and Microsoft Teams tools for Nassau County… Show more - Developed proficiency in international web-based CRM platform CommCare HQ to manage a caseload of approximately 15-30 households weekly exposed to COVID-19 for assessment of exposure & symptoms, compliance with legal quarantine protocols, and determination of any holistic needs for social services- Served as point of contact to improve communication processes of effective strategies for COVID-19 transmission reduction through Amazon Connect and Microsoft Teams tools for Nassau County region- Handled escalation efforts for priority cases according to state standards and completed all certifications, compliance meetings/trainings and objectives regarding regularly updated policies and privacy procedures provided by New York State Department of Health in accordance with federal health guidelines and regulations Show less

Westbury, New York, United States

- Performed clerical tasks on the workroom floor inclusive of varied sales and support services for products at retail windows; all in compliance with postal safety ordinances & sworn oath of office to Executive Branch of U.S. Government- Distributed primary & secondary schemes of outgoing/incoming mail for dispatch and delivery points based on knowledge of workflow operations to aid in COVID19 & Holiday-Season Rush shipping, handling and processing endeavors- Maintained effective… Show more - Performed clerical tasks on the workroom floor inclusive of varied sales and support services for products at retail windows; all in compliance with postal safety ordinances & sworn oath of office to Executive Branch of U.S. Government- Distributed primary & secondary schemes of outgoing/incoming mail for dispatch and delivery points based on knowledge of workflow operations to aid in COVID19 & Holiday-Season Rush shipping, handling and processing endeavors- Maintained effective public relations which required continued familiarity with postal laws, regulations, and procedures Show less

Albertson, New York, United States

- Established comprehensive marketing portfolio utilizing Adobe Creative Cloud and Google Drive for cross-channel campaigns- Curated press materials and media alerts for community news outlets and social media to increase engagement- Integrated retargeting goals using VistaPrint and Mail Chimp for streamlined client contact database- Coordinated and executed experiential marketing efforts with Asana and Google tools for events, photoshoots, and performances- Managed media… Show more - Established comprehensive marketing portfolio utilizing Adobe Creative Cloud and Google Drive for cross-channel campaigns- Curated press materials and media alerts for community news outlets and social media to increase engagement- Integrated retargeting goals using VistaPrint and Mail Chimp for streamlined client contact database- Coordinated and executed experiential marketing efforts with Asana and Google tools for events, photoshoots, and performances- Managed media presence and developed digital campaigns with platforms like Groupon, ClassPass, and GymPass to boost enrollment- Designed and managed merchandising for a branded apparel and accessory line using CustomInk, CafePress, and Bonfire- Strategized, implemented, and monitored short and long-term marketing goals using Hubspot for studio efficiency and progression- Processed transactions and invoiced student and vendor accounts for financial tracking- Collaborated with staff to identify concerns and develop action plans for students and classes, also conducted periodic meetings with families to analyze reports and assess financial forecasting, enrollment, and studio programs- Aided in accreditation efforts for Association of Dance Competitions & Conventions’ Studio of Excellence Award. Show less

East Hills, New York, United States

- Acted as client liaison for a Senior Account Executive at Blue Ocean Wealth Solutions, addressing customer financial planning needs.- Managed office duties and client relationships, ensuring compliance with state and federal regulations.- Maintained compensation reports and handled travel arrangements and expenses for company conferences.- Participated in regular Zoom and Cisco meetings to discuss industry best practices and marketing strategies.

Roslyn, New York, United States

- Scheduled medical evaluations, client appointments and mass mailings via Microsoft Outlook- Prepared client presentations and paperwork for communication of policy expenditures and terms- Gathered preliminary info for submission of new business applications to underwriting team

Master'S Degree, Integrated Advertising Communications

Bachelor'S Degree, Advertising

Activities and Societies: Deans List: 2017-2019

Associate Of Arts And Sciences - Aas, Liberal Arts And Sciences, General Studies And Humanities

High School Diploma