Anu Jaggi
Indian Land,SC
Summary
Experienced bank management professional with a strong track record of organization and drive. Skilled in tracking metrics, generating reports, and delivering presentations to senior management. Adept sales leader and customer service expert, known for proactive financial analysis, budgeting, and forecasting. Develops and implements financial plans while providing strategic financial advice.
Overview
27
27
years of professional experience
Work History
Financial Center Manager
Bank of America
06.2024 - Current
- Breaks down barriers to create a more inclusive environment that supports company D&I goals
- Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations
- Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success
- Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization
- Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance
- Efficiently allocates and manages resources across the organization to drive short and long term profitability
- Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
- Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage
- Implemented policies to improve efficiency and team performance.
- Built and lead high-performance team focused on achieving sales and service goals.
Market Financial Center Manager
Bank of America
10.2022 - 05.2024
- Responsible for supporting 24 Financial Centers in Metro Charlotte/Rock Hill, SC as a Market-level resource.
- Manages client traffic, engaging and appropriately routing clients and fostering client retention.
- Manages Operations business results through formalized management routines and coaching.
- Creates a world class client experience environment.
- Manages market-level initiative prescribed by market leaders.
- Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement.
- Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions.
- Actively manage expenses and budgets in alignment with objectives, making sound financial decisions.
- Assess talent and build bench strength for roles across the organization.
Senior Banker
Bank of America
10.2015 - 10.2022
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
- Assists, educates, and trains clients on conducting simple transactions through self-service technologies
- Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
- Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
- Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Relationship Manager
Associated Bank
12.2014 - 11.2015
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Conducted financial due diligence on potential investments and acquisitions.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Personal Banker
PNC Bank
09.2013 - 11.2014
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Promoted financial products by maintaining excellent service offering knowledge.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
General Manager Food Service
Sodexo
06.2006 - 04.2012
- Managed food service operations at various locations within the company, Annual sales of $1.5 million.
- Generated High Volume of impulse sales through onsite Starbucks Kiosk & Convenience Store.
- Directed service operations which included sales & catering: up to 50 conference rooms generating 60% of Sales.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Managed budget implementations, employee evaluations, and contract details.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Formulated policies and procedures to streamline operations.
- Developed and implemented strategies to increase sales and profitability.
- Prepared Yearly, Monthly and weekly Budgets for 2 locations simultaneously with focus on lowering food cost and labor cost to 35% and increasing the bottom line.
- Responsible for forecasting, scheduling, auditing and controlling costs.
- Established new Cafe operations and organized closing of accounts.
- Successfully launched New Marketing Programs which increased the sales by 20%.
Service Manager - Human Resources
AON Hewitt
10.2005 - 06.2006
- Met with customers to discuss service needs and develop effective and practical solutions.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Resolved customer complaints in professional and timely manner.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Monitored service staff performance and provided feedback for improvement.
- Analyzed service reports to identify areas of improvement.
- Hired, trained and supervised team of service staff members to meet business goals.
Restaurant Manager
The Peninsula Hotel
10.2002 - 10.2005
- Carefully interviewed, selected, trained, and supervised staff.
- Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
- Conducted health, safety, and sanitation process evaluations to identify and remedy any violations immediately.
- Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.
- Effectively managed payroll and timekeeping, and paperwork for new hires and terminations.
- Developed, implemented, and managed business plans to promote profitable food and beverage sales.
Restaurant Manager
The Swissotel
10.2000 - 10.2002
Restaurant Manager
The Drake Hotel
06.1998 - 10.2000
Education
Hotel & Restaurant Management -
IHM Pusa
New Delhi, INDIA 01.1996
Bachelor of Commerce & Accounts -
Delhi University
New Delhi, INDIA01.1996
Skills
- Team leadership experience
- Exceptional customer service
- Critical thinking and analysis
- Experienced in task prioritization
- Clear communication
- Skilled in organizational methods
- Corporate advocacy
- Risk mitigation strategies
- Outcome-focused business delivery
- Relationship management
- Talent recruitment
- Business partnership management
- Operations management
- Sales initiatives
Timeline
Financial Center Manager
Bank of America
06.2024 - Current
Market Financial Center Manager
Bank of America
10.2022 - 05.2024
Senior Banker
Bank of America
10.2015 - 10.2022
Relationship Manager
Associated Bank
12.2014 - 11.2015
Personal Banker
PNC Bank
09.2013 - 11.2014
General Manager Food Service
Sodexo
06.2006 - 04.2012
Service Manager - Human Resources
AON Hewitt
10.2005 - 06.2006
Restaurant Manager
The Peninsula Hotel
10.2002 - 10.2005
Restaurant Manager
The Swissotel
10.2000 - 10.2002
Restaurant Manager
The Drake Hotel
06.1998 - 10.2000
Hotel & Restaurant Management -
IHM Pusa
Bachelor of Commerce & Accounts -
Delhi University
Similar Profiles
Luisa LopezLuisa Lopez
Senior Vice President, National Sites Executive Small Business Payments at BANK OF AMERICASenior Vice President, National Sites Executive Small Business Payments at BANK OF AMERICA
Gurbir SinghGurbir Singh
Sr Business Analyst /Scrum Master at Bank of AmericaSr Business Analyst /Scrum Master at Bank of America
KaNyah BrownKaNyah Brown
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Jose MendezJose Mendez
Senior Banker at Bank of AmericaSenior Banker at Bank of America
Madison MillsMadison Mills
Sales Associate, Licensed Insurance Agent at The HartfordSales Associate, Licensed Insurance Agent at The Hartford