Bharati Shah
Westerville,OH
Summary
Dynamic personal banker with a proven track record at Key Bank, excelling in relationship building and customer satisfaction. Recognized for achieving a 100% customer satisfaction score, I leverage attention to detail and fraud prevention skills to deliver tailored financial solutions, enhancing client retention and operational efficiency.
5 times Signature Circle winner.
Overview
30
30
years of professional experience
Work History
Personal Banker
Key Bank
08.2001 - Current
- Increased client satisfaction by offering tailored financial solutions and exceptional service.
- Achieved higher customer retention with proactive follow-ups and issue resolution.
- Enhanced compliance adherence by leading initiatives to align with regulatory standards.
- Streamlined account processes, resulting in improved efficiency and customer satisfaction.
- Generated new business through thorough financial assessments and tailored client solutions.
- Elevated team performance by training new bankers in service quality and compliance.
Banker
PNC Bank
07.1995 - 05.1999
- Managed client accounts, ensuring compliance with banking regulations and internal policies.
- Analyzed financial data to provide clients with tailored banking solutions and investment advice.
- Led team initiatives to streamline loan processing, enhancing efficiency and client satisfaction.
- Trained and mentored junior bankers on operational procedures and customer service best practices.
Education
Bachelor of Science - Chemistry
Mumbai University
India05-1979
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction score always 100%
- Positive attitude
- Cash handling
- Fraud prevention
- Attention to detail
- Professional appearance
- Multiple time Signature Circle winner, One of the prestigious award at Key Bank
Accomplishments
- Achieved Banker's Goals every year by more than 200% by completing Financial wellness reviews on all our clients with accuracy and efficiency.
Timeline
Personal Banker
Key Bank
08.2001 - Current
Banker
PNC Bank
07.1995 - 05.1999
Bachelor of Science - Chemistry
Mumbai University
Signature Circle winner for 5 times.
Signature Circle winner is one of the prestigious award at Key bank.
. Customer Satisfaction 100%
. Top ten performer in same job category.
. Mitigated risk.