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.

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.

• 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.