Sales Agent

• May 2023 - Present

Headlining the best new form of advertising that will soon shake up the business world, I help small businesses in the local Rochester area with their advertising needs through Frintz, which offers a 100% open rate at a cheaper rate than direct mail! Headlining the best new form of advertising that will soon shake up the business world, I help small businesses in the local Rochester area with their advertising needs through Frintz, which offers a 100% open rate at a cheaper rate than direct mail!

Financial Analyst

• Jan 2023 - Jul 2023

-Calculated Employee Retention Credit (ERC) to give eligible employers payroll tax credits for wages and health insurance paid to employees. -Customized solutions and maintained confidentiality with clients tailored towards the businesses' needs that fought through the hardships associated with the COVID-19 pandemic -Ensured compliance with ERC eligibility criteria, calculations, documentation requirements, and qualifications -Calculated Employee Retention Credit (ERC) to give eligible employers payroll tax credits for wages and health insurance paid to employees. -Customized solutions and maintained confidentiality with clients tailored towards the businesses' needs that fought through the hardships associated with the COVID-19 pandemic -Ensured compliance with ERC eligibility criteria, calculations, documentation requirements, and qualifications

Personal Banker

• Oct 2022 - Jan 2023

Sales Associate

• Mar 2022 - Jul 2022

Sheeva.AI (Techstars Smart Mobility ’20) disrupts fueling, electric vehicle charging, parking, tolling, curbside pick-up, drive-thru assistant, retail and other forms of location-based mobility with a connected vehicle solution that scales to power next-generation business models. Their patented high-precision geo-location technology has been live since 2018, providing real-time location down to the parking spot, fuel pump, EV charging station, traffic lane, and more – even in deep urban canyons! Their real-time location and cloud-based AI software enables secure, contactless in-car payments and a variety of last-mile services. We partner with automakers and service providers using a plug-and-play API to enable easy integration into other existing services to drive consumer engagement and stellar user experience. Show less

Computer Operations Specialist

• Dec 2021 - Mar 2022

-Worked with the Federal Government to ensure all of the tellers within the company matched their totals with that of the Federal Government to further ensure a smooth day to day operation and prepare records for auditors -Worked with member service representatives in the daily maintenance of member's accounts and provided helpful services in the cases of inquiry-Used Microsoft Office proficiently in order to communicate and get each task worked upon or completed daily -Ensured the operations of the company flowed smoothly on a daily basis Show less

Bank Teller

• Apr 2019 - Dec 2021

• Execute financial transactions for members, such as deposits, withdrawals, transfers, loan payments, corporate checks, VISA cash advances, debit card issuance, and other activities• Analyze member needs, consult accordingly and sell various financial tools to maximize member experience• Maintaining a friendly and professional attitude in servicing members according to credit union expectations• Responsible for balancing the cash drawer after each shift along with performing other opening and closing dutieswith the end of day efforts to balance the branch• Achieve quarterly teller sales goals, participate in contests, and maintain knowledge of products and services in order to properly assist members and other branch efforts to generate business Show less

Commercial Real Estate Assistant

• Jul 2021 - Aug 2021

-Organized and Helped with with Research for Multiple Property Groups in the Charlotte Office. -Learned how to Underwrite and Analyze Commercial RE Investments - Create Financial Models, etc -Pulled Sales Comparable and learned to understand Market Dynamics across different Regions and Products. -Organized and checked in with Developers and Investors to understand their needs and coordinate with the Brokerage teams -Worked with different product type groups that included Shopping Center Group, Industrial Group, Office Group, and Retail Groups Show less

Food Preparation Worker

• Mar 2017 - May 2018