Dayanara Herrera Email & Phone Number

West New York, Nj, Us

West New York, Nj, Us

Jersey City, Nj, Us

Jersey City, Nj, Us

My role provides operational support for DTC and NSCC focusing on depository services, trade capture, comparison, and netting of virtually all broker-to-broker equity, listed corporate and municipal bonds and UIT trading in the U.S, culminating into a consolidated end-of-day process that completes the transfer between trading parties of securities ownership and cash daily.Responsibilities as follow:- Complete operational processes by following detailed procedures and job aides while working at understanding and mastering knowledge of the process- Ensure results met in line with procedures, metrics, and benchmarks while adhering to critical timeframes; manage competing tasks- Align risk and control processes into day-to-day responsibilities to monitor and mitigate risk- Maintain a focus on meeting the needs/requests of our clients, including responding to inquiries timely and accurately, resolving issues promptly - Build and maintain positive relationships with internal and external partners to facilitate issue resolution, operational improvements, and risk reduction- Demonstrate active engagement in meetings and display curiosity to learn and grow; accept feedback given and apply it to the role

New York, Ny, Us

• Focused on managing assigned personal and commercial customers and proactively meeting with them to discover financial needs, and tailor product and service recommendations• Partnered with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.• Answered customer questions and explained available services such as consumer and business deposit accounts and investment strategies.

Toronto, Ontario, Ca

• Worked as a primary contact and resource for large and complex credit needs within the store, consistently providing financial resolutions by cross-selling a wide range of banking personal and commercial products, investment and insurance products and services to new and existing customers.• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Toronto, Ontario, Ca

• Worked closely with partners by referring customers for products including but not limited to: mortgages, small business and commercial loans, merchant services, financial and wealth products• Uncovered opportunities for additional needs, assisting customers with more complex products such as personal loans and home equity lines of credit• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.• Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills which help me to achieve high-quality results by outperforming sales, duties, and objectives.

Toronto, Ontario, Ca

• Reconciled cash drawer and resolved discrepancies.• Processed transactions involving cash and other negotiable items with personal authority level up to $10,000• Co-managed store operations and cash inventory system with Head Teller• Provided legendary customer service while processing customer transactions face-to-face for a variety of routine to more complex financial transactions

Bachelor Of Science - Bs, Accounting

Associate Of Science - As, Accounting