Mariam Sayed Email & Phone Number

Tracy, CA, US

Pleasanton, California, United States

• Responsible for the overall administration of the organizations Health Savings Account (HSA) and IndividualRetirement Accounts (IRA).
• Review and verify that documentation received from branches and/or members are compliant with IRS regulation and Credit Union Policy and Procedures.
• Verify transaction corrections found on IRA reports. Communicate and inform team members and members of potential errors including options, timetable, and required documents
• Responsible in balancing work processed for negotiable items; ensuring department accounting center G/L is balanced daily.
• Participate actively and contribute as a team member to achieve individual, department, and corporate goals.
• Provide prompt, courteous, accurate member/staff service. Communicate with internal and external members as appropriate.

Tracy, CA

My responsibilities as an Assistant Branch Manager include handling operation, sales, customer service, coaching, in addition to satisfying the company goals and campaigns.

Fremont, CA