Heena Talwar Email & Phone Number

Dallas, Tx, Us

Virtual

❖ Operational expert in managing issue resolution for clients while balancing a broad understanding in payment technology ❖ Take ownership and deliver timely resolution of issues, including working with partners such as IT, Operations, Business Controls, Compliance Financial Crimes, Accounting and Vendors❖ Work as a liaison between clients and reconciliation group for research items or issues identified along with consistently identifying , assessing , monitoring and reporting all risk types; in addition to working with cross-functional teams of internal and external business partners on complex issues related to ongoing servicing❖ Manage submissions/requests, death notices and compromised cards for Visa and Mastercard clients; In addition to working with IT/clients if there are file transmission or validation issues❖ Manage ACH and wire transfer approvals for Newline clients; Create and retain client documents and department procedures ❖ Proficiency in treasury management; manage cash inflows and outflows, maximize profits and ensure enough cash to operate ❖ Work with one bank partners Ex: IT operations, business controls, compliance financial crimes, accounting and vendors; Develop and maintain relations with internal and external business partners

Lombard, Illinois, United States

❖ Submitted various business and residential loan applications, including credit cards, home equity lines of credit, personal loans and auto loans; alongside partnering with mortgage loan officer on refinancing❖ Analyzed customer credit reports, opened accounts and advising customers on daily banking needs and digital banking; Partnered with investment team, payment processing team and one bank partners collaboratively to increase business productivity❖ Created memorable customer experience by cultivating, preserving and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone and other channels as appropriate with both new household acquisitions and current customers❖ Assisted clients with retail level fraud cases and escalations while working with fraud team to escalate and resolve issues; Monitor on high alert for AML/KYC by adhering to our Due Diligence Policy User Guide for Tolerance Thresholds and taking secure steps towards know our customers with proper identification procedures❖ #1 top revenue producer in the region — bringing in most high producing sales; Champion for leadership skills, customer service and collaboration; Assisted branch manager with new employee coaching and cash/vault audits while adhering to all compliance laws❖ Responsible for creating and strengthening documentation for personal/business banking clients that is used on a day to day basis in our internal databases; for example trust documents, articles of incorporation and customer signature cards amongst others

❖ Analyzed client relations and satisfaction while directing rehearsals to train individuals in various dance styles; creating floor plans and routines with break down videos to teach each dance step ❖ Collaborating with vendors, staff and venues for extended period of time to ensure every detail is accurately completed; while using softwares like google docs❖ Applied administrative roles: scheduling classes in order to not conflict with one another, maintain customer information in personal filed fashion and advertised skills publicly through user digital services, pamphlets and business cards

Chicago

❖ Created and designed various decorations and arrangements.❖ Managed and planned weddings and birthdaysWorked with various event companies to help organize and manage events for large groups❖ Organized and planned family and friends weddings❖ Dealt with various vendors (decorators, caters, DJ’s)

Rosemont, Il

❖ Responsible for daily client database that tracks all client purchases ❖ Organization of back of house shoes, handbags, Jewelry, small leather goods and Cash Rep area, which benefits in quick accessibility ❖ Customer service expert- Respond to questions and concerns about products while maintaining a friendly attitude and by following all protocols ❖ Proven ability to effectively handle multi-task levels of responsibility with minimal direction from supervisors ❖ Ensuring all sales and discounts correctly given to customers combined with being accountable for large cash amounts ($500 daily)❖ Work side by side with visual manager to execute visual floor sets and upkeep of standards -Insure visual standards are met when opening and closing the store. ❖ Delegate tasks to support staff to provide the best looking store possible

Bloomingdale, Il

❖ Responsible for achieving daily sale goals usually between $500-$1500❖ Maintained friendly attitude and followed all store interaction protocols while answering customer questions and processing payments❖ Managed the security and organization for Gold & Diamond Jewelry❖ Sold high-end expensive jewelry including protection plans❖ Ensuring all sales and discounts properly given to customers; balancing cash register at approximately $200 each day

Westmont

❖ Answered multi-line phone, operate fax and copy machine❖ Managed data entry and inventory (karat weight, color, cut, clarity and cost of jewelry)❖ Responsible for daily updates for all social media websites consisting of new photography of merchandise ❖ Accountable for daily cash handling of $10,000 plus daily deposits❖ Developed highly empathetic client relations and earned reputation for delivering exceptional customer service

❖ Arranged and kept the reception area organized, in conjunction with collecting patient co-pays ❖ Attained record of answering calls and taking messages❖ Displayed strong communication skills while maintaining patient confidentiality

❖ Maintained efficient handling of administrative duties (e.g., answering phones, scheduling appointments, maintaining medical records, patient processing, billing and bookkeeping) ❖ Ensured the cleanliness, sanitation and maintenance of all facilities❖ Executed calmly and effectively in emergency situations, and added the personal, caring touch that immediately put patients at ease

Chicago

❖ Created prints for prescription labels having information like name of patient, clinic, medication and dosage instructions. ❖ Participated in helping Pharmacist with all inventory through counting drugs plus supplies. ❖ Organized incoming supplies on shelves along with tag and price as per given directions.

Certified Scrummaster® (Csm®), Information Technology

CSM

High School Diploma

Education record

Real Estate

Activities and Societies: Real Estate Agent826239