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1

financial associate

  • Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations
  • Prepared official checks for customer and internal bank needs
  • Identified and eliminated errors when balancing ATM transactions and teller cash dispensers 
  • Cashed customer checks, including verifying identification and checking account balances in accordance with bank policies.
2

financial associate

  • Data entry and reconciliation of data.
  • Setting up contracts of Insurance agents.
  • Managing Information System for team
  •  Perform business and technical requirements gathering, use-case discovery, platform and reporting analysis from an XBRL perspective.
3

financial associate

  • Working in USAA (United Service Automobile Association) Process.
  • Establish and maintain client data with individual or business customers and send remainder notice letter with premium, dwelling, property, loss of use amounts for renewal.
  • Examine documents to determine insurer or mortgagee from such factors as applicant financial standing and value and condition of property.
  • Examine, evaluate, premium amount and active status in client application software’s.
  • Prepare letter for first remainder and followup or lapse remainder notice.
  • Examine renewal status and premium amounts in dec page and make changes like new business, renewal, endorsement and cancellation.
  • Analyze and classify mails and data to determine their current financial status, homeowner or mortgagee.
4

financial associate

  • Mapping and analysing financial data
  • Using SEC to link current notes
  • Reviewing the client comments
  • Understanding the given data and matching all the fields
  • Reviewing the note and matched in rendering
5

financial associate

  • Posting Journal Transaction.
  • Prepare Bad Debt Reconciliation.
  • Performing Foreign Exchange Transaction.
  • Preparing Cash Flow Statement.