
Mariam Sayed
Bank Teller

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About me
Senior IRA/HSA Specialist at Patelco Credit Union
Education

SBBCollege Santa Barbara
1993 - 1995Medical/Clinical Assistant college
Experience

Washington Mutual
Dec 2004 - May 2005Bank Teller
Chase
Aug 2006 - Feb 2017Assistant Branch ManagerMy 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 - nowSenior 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
- View certificate

Strategic Thinking
LinkedInOct 2020 - View certificate

How to Make Strategic Thinking a Habit
LinkedInDec 2021 - View certificate

The Six Morning Habits of High Performers
LinkedInDec 2022 - View certificate

Problem Solving Techniques
LinkedInNov 2022 - View certificate

Critical Thinking
LinkedInDec 2020
Languages
- enEnglish
- faFarsi
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