Abhishek Verma
Fullerton,CA
Summary
Dedicated Banker & Customer Service Representative with extensive experience in the telecommunications and information technology industries. Motivated to maintain customer satisfaction, optimize business processes, and contribute to company success. Specializes in delivering quality service, improving client relations, and achieving sales goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
12.2023 - Current
- Serve as a trusted advisor to clients by understanding their financial needs and recommending appropriate banking products and services
- Maintain up-to-date knowledge of bank products, services, and regulatory requirements to ensure compliance with banking policies
- Perform consultative sales, identify cross-selling opportunities, and offer tailored financial solutions, including auto loans, credit cards and deposit accounts
- Proactively manage a portfolio of high-value clients, providing personalized service to enhance retention and maximize client satisfaction
- Conduct regular financial assessments, reviewing accounts and transactions to ensure optimal service and identify additional service needs
- Provide both relationship banking and teller services to clients, performing a variety of financial transactions such as deposits, withdrawals, transfers, and loan payments with accuracy and efficiency
Assistant Manager
Big 5 Sporting Goods Corp.
11.2018 - Current
- Implemented inventory control measures to manage stock levels and meet customer demands
- Mentored staff to enhance skills and meet daily performance targets
- Planned workflow schedules for a team of 15, delegating tasks to ensure smooth operations
- Supervised daily activities to drive team productivity and efficiency
- Produced monthly sales and performance reports to support strategic decision-making
- Monitored transactions and deposits to ensure accurate financial reporting
- Reduced loss through effective loss prevention strategies and identifying theft/fraud
Client Service Representative
Bank of America
03.2021 - 12.2023
- Educate clients on conducting transactions using online banking solutions
- Provide detailed information to help clients make informed decisions
- Deliver high levels of service to maintain and extend client relationships
- Resolve service issues by collaborating with operational teams to ensure customer satisfaction
- Verify claim data for accuracy and process claims according to banking guidelines
- Stay updated on new banking laws and applications through research
Customer Service Representative
AT&T
03.2020 - 03.2021
- Assessed customer needs and upsold wireless and digital products to maximize sales
- Guided customers through billing procedures and processed payments
- Collaborated with management to develop service improvement initiatives
- Built strong customer relationships and provided in-depth product knowledge to drive business growth
Education
Bachelor of Arts & Law - Liberal Arts and General Studies
Guru Gobind Singh Indraprastha University
New Delhi05.2015
High School Diploma - undefined
New Era Public School
New Delhi04.2010
Skills
- Client Relations: Passionate about client satisfaction, clear communicator, sales expertise
- Operations & Strategy: Strategic and detail-oriented, data evaluation, process improvement
- Teamwork & Leadership: Trusted team-mate, active learner, staff mentoring
- Relationship building and management
- Financial planning
Languages
English (Fluent)
Hindi (Fluent)
Punjabi (Fluent)
Certification
Merlin Teller Certified
Avaya Certified
Timeline
Relationship Banker
Bank of America
12.2023 - Current
Client Service Representative
Bank of America
03.2021 - 12.2023
Customer Service Representative
AT&T
03.2020 - 03.2021
Assistant Manager
Big 5 Sporting Goods Corp.
11.2018 - Current
Bachelor of Arts & Law - Liberal Arts and General Studies
Guru Gobind Singh Indraprastha University
High School Diploma - undefined
New Era Public School
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