Mariam Sayed

Mariam Sayed

Bank Teller

Followers of Mariam Sayed91 followers
location of Mariam SayedTracy, California, United States

Connect with Mariam Sayed to Send Message

Connect

Connect with Mariam Sayed to Send Message

Connect
  • Timeline

  • About me

    Senior IRA/HSA Specialist at Patelco Credit Union

  • Education

    • SBBCollege Santa Barbara

      1993 - 1995
      Medical/Clinical Assistant college
  • Experience

    • Washington Mutual

      Dec 2004 - May 2005
      Bank Teller
    • Chase

      Aug 2006 - Feb 2017
      Assistant Branch Manager

      My responsibilities as an Assistant Branch Manager include handling operation, sales, customer service, coaching, in addition to satisfying the company goals and campaigns.

    • Patelco Credit Union

      Feb 2017 - now
      Senior IRA/HSA Specialist

      -Responsible for the overall administration of the organizations Health Savings Account (HSA) and IndividualRetirement Accounts (IRA).• Review and verify that documentation received from branches and/or members are compliant with IRS regulation and Credit Union Policy and Procedures.• Verify transaction corrections found on IRA reports. Communicate and inform team members and members of potential errors including options, timetable, and required documents• Responsible in balancing work processed for negotiable items; ensuring department accounting center G/L is balanced daily.• Participate actively and contribute as a team member to achieve individual, department, and corporate goals.• Provide prompt, courteous, accurate member/staff service. Communicate with internal and external members as appropriate. Show less

  • Licenses & Certifications