Alka Sah
Everett,WA
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank Of America
03.2020 - 11.2020
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Managing a portfolio of over 150 accounts within the industries of Legal, Finance, Insurance, Real Estate, Transportation, and Non-Profits with a revenue of over $1M.
- Assumed full responsibility in administering a deposit, loan, and investment portfolio of high-net-worth clients and their related businesses accumulating to approximately $30M
- Managed a portfolio of 2500 prime customer
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Implemented strategies to increase customer retention, enabling investment growth.
- Presented new and additional products and services to existing customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Responded to customer inquiries regarding new accounts and account services.
- Greeted customers and delivered information about new account processes.
- Reconciled customer accounts and balanced daily transactions.
- Maintained customer records and updated account information.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Tracked and processed customer account requests and applications.
- Assisted customers with completing required forms for opening and closing bank accounts.
Assistant Manager
Bank Of Baroda
06.2013 - 11.2019
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Mentored team members to enhance professional development and accountability in workplace.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Reviewed sales and gross profit report to assess company efficiency.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Monitored security to protect employees, customers and property.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Developed strategy to increase sales and drive profits.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
Education
Master of Science - Computer Science
Rajiv Gandhi Proudyogiki Vishwavidyalaya
India Bachelor of Science - Computer Science
MCRPV University
IndiaSkills
- Cash Handling
- High-Volume Environments
- Community Reinvestment Act
- Legal Considerations
- Serve Customer Needs
- Lender Relations
- Project Management
- Communications Strategies
- Financial Advising
- Account Type Familiarity
- Quality Assurance Evaluation
Timeline
Relationship Banker
Bank Of America
03.2020 - 11.2020
Assistant Manager
Bank Of Baroda
06.2013 - 11.2019
Master of Science - Computer Science
Rajiv Gandhi Proudyogiki Vishwavidyalaya
Bachelor of Science - Computer Science
MCRPV University