WORK EXPERIENCE
Associate, Cash Processing/Funds Transfer, BNY, Pittsburgh, PA October 2023-Present
Authorize and approve daily wiring of domestic & foreign ad hoc/scheduled transfers while meeting deadlines to ensure client funds are divested into a mutual fund vehicle.
Partner with the trading desk to apply negotiated foreign exchange rates and provide favorable transactions for foreign currency wires.
Manage and analyze spreadsheets documenting domestic and foreign ad hoc/scheduled transfers to verify the Direct Deposit Accounts and International Money Movement System account are balanced.
Collaborate with and assist account administrators prioritizing transfers and orchestrating recalls/reversals of funds to optimize client satisfaction.
Facilitate investigations of clients to determine whether they have or had connections to government-sanctioned individuals or entities by liaising between BNY Office of Foreign Assets Control team and client service officers.
Advise new employees, providing training and guidance to navigate team systems, processes and culture.
LEADERSHIP & ACTIVITIES
Environmental Sustainability Ambassador January 2024-Present
Volunteer at events advocating for environmental betterment in Pittsburgh
Attended monthly meetings discussing environmental concerns to promote awareness among employees
Employee Engagement Council ...
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