Priscilla Ureña Email & Phone Number

Yonkers, NY, US

New York

• Processing all remittances including check requests, wire transfers,ACH transfers, custody transfers, checking/savings transfers, depositsand stock gifts, etc.
• Manage Accounts Receivable and Accounts Payable.
• Ensure that books and records are maintained accurately, includingposting adjusting journal entries based on the detailed monthlyanalysis.
• Reconcile bank and credit cards in preparation of quarterly andannual Financial Statements.
• Analyze and monitor cash needs for Clients.
• Prepare various ad hoc reports for Clients.

New York, NY

My Primary goal as a personal banker was to acquire, retain anddeepen customer relationships.Established credibility and built rapport with clients.Looked for ways to benefit the customer's financial relationship.Provided excellent client contacts; was comfortable asking questions/interviewed clients about their financial situation; strong.

Scarsdale, NY

Assessed client's needs, provided applicable solutions and builtcustomer relationships based on mutual trust to optimize salesopportunities to new and existing clients.Built solid relationships with teammates, business partners andspecialists by fostering teamwork, partnership and collaboration in avirtual and face-to-face environment.Followed standard.

Bs, Accounting

Associate’S Degree, Accounting