- Greet clients and assist in management of lobby flow- Conduct client interviews to determine needs and financial goals- Process account opening and onboarding of new clients, including debit card issuance and follow-up communication- Perform account maintenance and changes on existing accounts- Assist and teach clients to use online banking website and apps- Cross-sell additional products and services• Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance as well as company policy and procedures

- Accurately calculate and verify all incoming and outgoing cash- Verify large negotiable items and customer identity to mitigate risk and minimize loss- Maintain security of teller terminal and workspace- Accurately balance totals and cash drawer daily- Comply with BSA and SAR requirements- Assist with other duties as needed

- Maintain a professional, warm, welcoming office environment- Greet all clients, process documentation for all check-ins, pickups and payment- Answer inbound calls, contact clients regarding order status- Manage client bookings and appointments, including waiting room and fitting room- Organize and track office inventory and supplies; place orders within budget parameters- Decreased intake issues by developing new process for tagging and tracking items

-Provision and install hundreds of laptops, desktops, printers-Troubleshoot hardware and software issues-Independently travel to locations to reimage Windows 2010 assets-Oversee daily performance of computer systems at NYCDOE FamilyWelcome Center, develop tech training material-Develop and maintain positive working relationship with clients, fellowstaff and management

-Train, schedule and oversee staff at 4 retail locations-Develop engaging displays to capture customer interest and drive revenuegrowth-Monitor and reorder inventory and restructure merchandising strategy asneeded-Developed protocol for secure cash handling

-Learned to defend data, software, and networks-Designed and implemented Azure security systems and controls-Key member of small data-analysis team that investigated systemvulnerabilities and violations, developed C-suite presentation with withrecommendations for mitigation-Initiated and led Zoom study groups twice weekly-Obtained top marks in intensive 6-month certificate program

-Provided high level of customer support as well as treatment-Directed training, developed supply budget, maintained inventory-Designed marketing graphics including logo, coupons, certificates, leave-behinds-Assessed client needs, recommended products, and advised clients onfollow-up procedures

-Worked closely with solopreneur to create and update training programsand marketing materials-Taught online classes in how to use WordPress, HTML, email clients, socialmedia scheduling software-Wrote and created graphics for ebooks, workbooks, articles, web pages