Jacob Dadufalza

- Process daily banking transactions, including deposits, withdrawals, money orders, wire transfers, and bill payments, focusing on accuracy and compliance with financial regulations.
- Ahdere to AML/KYC standards to support compliance, protect client confidentiality, and maintain the bank's integrity.
- Build and maintain strong customer relationships, contributing to branch sales targets and overall customer satisfaction.

- Supervise students during exams to prevent cheating or misconduct, ensuring the integrity of the exam environment.
- Assist with preparation and distribution of exam materials.
- Verify student identities and ensure procedures follow institution regulations.

• Demonstrated proficiency in utilizing excel spreadsheets for various financial matters including prorate fees, refunds, prepaid fees, budget summaries, and cost tables.
• Contributed to a major project with research initiatives focused on identifying potential business solutions for existing inventory and point-of-sale (POS) systems.
• Conducted general research for 3 different companies, scheduled meetings with company representatives, and compiled findings into comprehensive research documents.
• Conveyed research results through a 10+ minute PowerPoint presentation to senior staff members.

• Effectively managed over 50 client requests, ensuring timely and accurate modifications and updates to client account information.
• Facilitated processing of over 300 fund transfer requests to external banking institutions.
• Actively participated in over 10 weekly team meetings, providing updates to senior members for effective task tracking and coordination.
• Conducted thorough quality assurance of client documents to maintain high standards.
• Utilized Excel functions to efficiently organize and compute client information.

• Provided customer service by ensuring that customer needs were fulfilled.
• Responded to customer inquiries.
• Performed cashier duties, assisted with stock inventory and curb side pick-up transactions.