Amarjit Singh
Atwater,CA
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
4
4
years of professional experience
Work History
Retail Relationship Banker
BMO Bank Of Montreal
12.2023 - Current
- Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
- Retained existing clients and attracted new ones through personalized financial product recommendations.
- Collaborated with other team members to deliver seamless banking experiences for customers.
- Identified opportunities for cross-selling products, leading to increased revenue for the bank.
- Managed branch operations efficiently, ensuring compliance with industry regulations and internal policies.
- Developed strong relationships with clients by offering tailored solutions to their financial goals.
- Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
- Supported community initiatives as a representative of the bank, fostering positive brand awareness in local markets.
- Educated clients on financial topics and best practices.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Increased customer satisfaction by providing timely and accurate information on loan products and services.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to trust accounts.
- Streamlined trust account administration processes for increased efficiency and accuracy in managing transactions.
- Increased client satisfaction by efficiently managing business accounts and promptly addressing concerns.
Associate Banker
BMO Bank Of Montreal
09.2023 - 12.2023
- Balanced teller drawers and ATM cash.
- Closed, and updated accounts for customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Evaluated client financial positions and identified most appropriate banking products.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided advice on different bank products and financial options.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Maintained friendly and professional customer interactions.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
Teller
Bank Of The West, BNP Paribas
05.2023 - 09.2023
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
Teller II
WestAmerica Bank
05.2022 - 03.2023
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Assisted with training of new tellers on policies and procedures.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Manager
99 Cent Plus
01.2020 - 03.2022
- By greeting and assisting customers, and responding to customer inquiries and complaints
- Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers
- Monitor sales activities to ensure that customers receive satisfactory service and quality goods
- Inventory stock and reorder when inventory drops to a specified level
- Assign employees to specific duties.
- Enforce safety, health, and security rules.
- Perform work activities of subordinates, such as cleaning and organizing shelves and displays and selling merchandise
- Formulate pricing policies for merchandise, according to profitability requirements.
- Managed and motivated employees to be productive and engaged in work.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
Education
High School Diploma -
Atwater High
Atwater, CA06.2015
Skills
- Communication
- Leadership
- Inventory Management
- Problem Solving
- Teamwork and Collaboration
- Professionalism and Strong Work Ethic
- Sales Expertise
Timeline
Retail Relationship Banker
BMO Bank Of Montreal
12.2023 - Current
Associate Banker
BMO Bank Of Montreal
09.2023 - 12.2023
Teller
Bank Of The West, BNP Paribas
05.2023 - 09.2023
Teller II
WestAmerica Bank
05.2022 - 03.2023
Manager
99 Cent Plus
01.2020 - 03.2022
High School Diploma -
Atwater High