Mehak Ghuman

Experience

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  Wells Fargo

  Mar 2005 - Jan 2011

  Personal Banker

  - Analyzed financial information obtained from clients to determine strategies for meeting client’s financial objective and making strong recommendations that resulted in best financial performance.- Worked closely with the bank manager on a day to day basis in order to develop strategies to increase sales and profitability while maintaining excellent levels of service. - Ensured compliance with regulatory requirements including BSA, AML, OFAC, USA Patriot act, Privacy Act and Community Reinvestment Act.- Investigated and escalated red flags for fraud, embezzlement, money laundering, tax evasion, organized crime etc.- Maintained confidentiality of bank records and client information. - Built and maintained strong customer relations, with new and existing clients.- Resolved escalated issues, exception handling and customer complaints in regards to complex banking issues, disputes and legal processing. Show less

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  Goldman Sachs

  Mar 2015 - May 2015

  Anti - Bribery Analyst

  - Conducted media screening on vendors to identify potential legal, regulatory and reputational risk.- Performed reviews of vendors.- Prepared detailed investigation reports based on Anti – money laundering and corruption related regulations, policies and procedures.

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  Salesforce

  Jun 2015 - Jun 2017

  Business Analyst

  - Coordinated project plan within cross functional teams, while clearly understanding and defining the scope of business.- Gathered requirements and action items based on project plan.- Wrote clear and concise user stories and prioritized action items to align with the product road map.- Ensured clear communication of project plans by ways of facilitating regular weekly meetings, maintaining decks, meeting notes, user stories.- Created timelines to ensure project deliverables are accomplished on time and within standards while ensuring coordination across the teams. - Performed ad hoc data analysis and data clean-up in conjunction with data obtained from M&As.- Updated and audited the product catalogs based on input and requirements.- Created and updated the product records in the quoting system based on information gathered from the product catalogs.- Performed end to end testing in various test environments and the quoting system.- Successfully streamlined the change management process, that ensured changes related to products (such as name changes, pricing, discounting, discount approver hierarchy, foreign exchange rates, new / EOL / EOS products etc.) comply with SOX requirements.- Managed and published the Price Lists and Discount Approval Matrix documents.- Ensured accurate manual calculation of discount approval levels to accommodate the currency fluctuations for currencies and markets other than US.- Ensured correct discounting for premier customers.- Managed the content on product and pricing web page, while keeping the information available on the web page organized and updated at all times and ensuring ease of use and transparency to the end users.- Created reports and dashboards to track new and renewed contracts and quotes as well as for data analysis needs.- Built and maintained relationships across organization, with teams, partners and individuals. Show less

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  Zions Bancorporation

  Dec 2018 - now

  Banking Integration Manager

  - Working directly with other product owners, program managers, testers, developers and users to define epics/components, features/sub-components, user stories and aligning with art and solution train objectives.- Own and drive backlog grooming and management, prioritize user stories, create acceptance criteria, drive testing.- Participating in planning meeting, reviews(demos), and retrospective meetings.- Supporting an Agile Software Development process, working in conjunction with end users/stakeholders, technical delivery team, compliance team etc. from an organizational readiness perspective.- Acting as stakeholder of specific product backlog items, work closely with development teams to ensure the output to be aligned with functional and technical requirements.- Acting as a subject matter expert and simplify and iterate the functional and technical requirements to the design and development team.- Being the voice of user and providing a business perspective on value during day to day development.- Documenting and evaluating existing processes to highlight best practices and opportunities for standardization.- Identifying new capabilities to implement in support of business processes.- Documenting and communicating process and putting it into flow charts/diagrams.- Process mapping and process reengineering for new and existing processes.- Analyzing processes and workflows while finding ways to improve and automate.- Create UAT plans and success criteria in Microsoft Azure DevOps.- Execute and support User Acceptance Testing and providing necessary training.- Creating process framework driven from large amounts of information gathered.- Managing process change.- Educating business users responsible for managing and operating business processes. Show less