Summary
Overview
Work History
Education
Skills
Certification
Languages
Interests
Timeline
Generic

Anju Gupta

Santa Clara

Summary

Dynamic Relationship Banker with a proven track record at Comerica Bank, excelling in relationship building and customer service. Adept at cross-selling banking products and enhancing client loyalty through personalized financial solutions. Strong multitasking and problem-solving skills contributed to improved service delivery and client satisfaction.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.


Overview

14
14
years of professional experience
1
1
Certification

Work History

Relationship Banker

Comerica Bank
10.2023 - 12.2024
  • Cultivated strong relationships with clients to understand their financial needs and recommend appropriate banking solutions.
  • Provided exceptional customer service by addressing inquiries and resolving issues efficiently with quick turn around time.
  • Educated clients on banking products, enhancing their understanding of available services and features.
  • Participated in training sessions to enhance product knowledge and improve service delivery standards.
  • Worked on various bank products like deposit accounts, bonds, and securities.
  • Cross selling bank products to the customer to meet their financial goals.

Senior Customer Associate

State Bank of India, SBI
12.2010 - 05.2022

• Provided advice on different bank products and financial options .
• Assisted Customers with setting up or closing accounts ,completing loan
applications and signing up for new services.
• Completed highly accurate,high volume money count via both manual and
machine driven approaches.
• 5 years of Experience in Cross Selling-Life Insurance and mutual Fund .

Education

Bachelor in Commerce -

Vidhyasagar Univercity
Kharagpur India
06-2007

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Multitasking
  • Team building
  • Products and Service knowledge
  • Cross-Selling and Partner Referrals
  • Teller Support
  • Problem-solving aptitude

Certification

• Life insurance Agent(CIF), IRDA (Insurance Regulatory and Development
Authority of India) -2015
• Mutual fund Agent ( AMFI ) SEBI ( Securities and Exchange Board of
India )-2018

Languages

Hindi
Native or Bilingual
English
Professional Working

Interests

  • Music
  • Crafting and DIY Projects
  • I like working with my hands and fixing things

Timeline

Relationship Banker

Comerica Bank
10.2023 - 12.2024

Senior Customer Associate

State Bank of India, SBI
12.2010 - 05.2022

Bachelor in Commerce -

Vidhyasagar Univercity