Surayyah Mungaroo Email & Phone Number

Baltimore, Maryland, United States

New York, United States

Batch Scrub Processing Specialist

United States

New York, New York

• Preparing reports, memos, invoices letters, and other documents.• Answering phones and routing calls to the correct person or taking messages.• Handling basic bookkeeping tasks.• Filing and retrieving corporate records, documents, and reports.• Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.• Helping prepare for meetings.• Accurately recording minutes from meetings.• Greeting visitors and deciding if they should be able to meet with executives.• Using various software, including word processing, spreadsheets, databases, and presentation software.• Reading and analyzing incoming memos, submissions, and distributing them as needed.• Making travel arrangements for executives.• Performing office duties that include ordering supplies and managing a records database.• Experience as a virtual assistant.• Opening, sorting and distributing incoming faxes, emails, and other correspondence.• Provide general administrative support.

South Ozone Park, New York

• Developed and executed integrated sales, relationship, and credit strategies that are aligned with the Area business plan to achieve desired revenue, expense and service goals.• Drove outbound sales activities and worked with Small Business Banker, Segment Market Managers, Citigold Relationship Managers, and Financial Advisors. • Included segment partners into branch team to drive sales and ensure that all client expectations are met.• Drove individual production goals with target clients and outbound sales activities, including building referral network and relationships with internal partners and external contacts.• Assist with account opening process following established procedures and policies; prepare and compile new client applications, order necessary check books and ATM cards• Supported portfolio growth by identifying cross-sell opportunities, coaching the team to deepen relationships and increase client acquisition.• Set expectations for branch staff, fostering an environment in which team members worked together to achieve all business goals.• Coordinate and assist back office operations in resolving credit problems, delinquent payment issues, and other related client concerns• Lead hiring process and coordinated performance management, compensation, communications and employee evaluation of branch staff.

• Partner with Branch Manager in the execution of operational excellence and achievement of operational goals.• Assist in creating a strong sales, service and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve scorecard goals.• Support portfolio growth by coaching Tellers to effectively identify referral opportunities and perform sales/referral activities. Develop high performing tellers in order to build bench strength.• Leverage workforce planning tool to optimize staffing in branches to ensure effective lobby and line management to provide exceptional client service and comply with all legal and regulatory requirements.• Resolve escalated client complaints/issues and respond to client inquiries/requests regarding accounts, balances promptly and effectively.• Conduct "daily proof processes" to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and performance management on decisions and processes used.• Partner closely with Branch Manager to manage hiring, performance management and compensation of Tellers. Adhere to staffing guidelines and recommended mix of full-time and part-time employees.• Maintain operational compliance with bank policies and regulatory requirements• Assist in processing wire transfers for clients • Assisted in increasing the referrals for the teller team in 2015 to 110% of goal