Summary
Overview
Work History
Education
Skills
Languages
Affiliations
References
Timeline
Generic

Bansari Patel

Greensboro,NC

Summary

Knowledgeable professional offering several years of experience in quality control. Focused, detail-oriented and dedicated to continuous improvement and helping team produce top results. 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

7
7
years of professional experience

Work History

Personal Banker

Embassy Bank for the Lehigh Valley
Bethlehem, PA
04.2021 - 07.2024
  • Monitored changes in laws related to banking policies and procedures.
  • Provided guidance on how best to utilize online banking tools for maximum benefit.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Promoted additional bank services through personal contact with customers.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Conducted account openings and closings for clients.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.

Customer Relations Executive

Muthoot Finance
Surat, Gujarat
12.2017 - 08.2019
  • Maintained accurate records of customer interactions and transactions.
  • Monitored competitor activities to stay ahead of industry trends.
  • Provided training sessions on best practices related to customer service excellence.
  • Developed plans for improving customer experience through process automation or product innovation.
  • Coordinated with cross-functional teams such as sales, engineering, marketing to ensure successful delivery of projects.
  • Organised promotional events and activities to enhance the company's public image.
  • Collaborated with other departments to resolve customer complaints efficiently.
  • Exceeded company productivity standards on consistent basis.
  • Maximized customer satisfaction by handling customer email and telephone interactions.
  • Excelled in exceeding daily credit card application goals.
  • Collaborated with sales team members to stay current on inventory levels and resolve item issues.

Education

Masters In Commerce - Commerce

J.Z Shah Arts And H.P Desai Commerce Collage
Gujarat, India
08-2017

Bachelor of Commerce - Accounting And Finance

Veer Narmad South Gujarat University
Gujarat, India
04-2015

Skills

  • Banking
  • Member support
  • Financial advisement
  • Portfolio assessment
  • Upselling
  • Revenue generation
  • Branch operations
  • Financial statements preparation
  • Client relationship management
  • Branch management

Languages

English
Full Professional
Hindi
Full Professional
Spanish
Limited

Affiliations

  • Reading
  • Instrumental Classical Music
  • Photography
  • Volunteering

References

References available upon request.

Timeline

Personal Banker

Embassy Bank for the Lehigh Valley
04.2021 - 07.2024

Customer Relations Executive

Muthoot Finance
12.2017 - 08.2019

Masters In Commerce - Commerce

J.Z Shah Arts And H.P Desai Commerce Collage

Bachelor of Commerce - Accounting And Finance

Veer Narmad South Gujarat University

Similar Profiles

CREATE PROFILE
Bansari Patel