ANUSHRI JAIN
Redmond,USA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank of America
Redmond, WA
03.2024 - Current
- Built long-term relationships with customers by providing personalized service and support.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
- Prepared loan documents for review and approval by bank management.
- Reviewed loan applications for accuracy and completeness before submitting them for processing.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Participated in training and mentoring of new associates, assisting with onboarding.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
- Complied with security procedures and protocols when opening and closing bank vault.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Identified sales opportunities and referred them to business partners.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Modified, opened and closed customer accounts.
- Advised customers on bank products, services and financial planning options.
- Processed customer requests for withdrawals or transfers from existing accounts.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Performed daily reconciliation of teller drawer within established limits.
- Handled large volumes of currency quickly and accurately with minimal errors.
Assistant Manager
Bank Of Baroda
Bhopal, India
06.2015 - 02.2024
- Worked closely with the branch manager to attain branch and Bank-established goals.
- Supervise daily branch operations, including customer transactions, cash handling, and account management, ensuring accuracy and compliance with bank policies and procedures.
- Verification of KYC documents, opening and verification of savings and checking accounts of individuals, trusts, companies, and societies.
- Developed strategies for improving operational efficiency within the branch.
- Overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.
- Collaborate with senior management to develop and implement strategies to achieve branch sales targets and improve customer satisfaction.
- Resolve customer inquiries, complaints, and escalated issues in a timely and efficient manner, maintaining a high level of customer service.
- Successful experiences with cross-selling or up-selling relevant products and services to clients.
- Processing, closing, servicing, and reviewing documentation of all types of loans.
- Processing of loan transaction and preparing loan documentation.
- Assist customer using bank digital products like online banking, mobile banking, and other digital products.
- Created sales action plans to consistently meet employee retention, profit, customer experience and lending goals.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Education
Master’s in business administration - Finance & Marketing
INMANTEC BUSINESS SCHOOL
Ghaziabad (India)06-2012
Bachelor of Commerce - Commerce
Barkatullah University
Bhopal (India)06-2009
Skills
- Financial Management
- Team Leadership
- Customer Relationship Management
- Operations Management
- Compliance and Regulatory Knowledge
- Sales and Marketing
- Problem Solving
- Communication Skills
- Banking software: efficient in Finacle-10
Finacle core banking by Infosys and client engagement workstation
- Team motivation
- Microsoft Office expertise
- Retail Operations
- Sales Growth
Timeline
Relationship Banker
Bank of America
03.2024 - Current
Assistant Manager
Bank Of Baroda
06.2015 - 02.2024
Master’s in business administration - Finance & Marketing
INMANTEC BUSINESS SCHOOL
Bachelor of Commerce - Commerce
Barkatullah University
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