Summary
Overview
Work History
Education
Skills
Timeline
Generic

Deep Patel

Columbia,MO

Summary

Driven Personal Banker with a strong sales background and a focus on delivering tailored financial solutions. Skilled in cross-selling products, building lasting client relationships, and supporting business growth. Known for combining customer service with strategic sales to exceed goals, and stay aligned with industry trends and regulations.

Overview

9
9
years of professional experience

Work History

Personal Banker

Central Bank
Columbia, MO
05.2024 - Current
  • Assisted the Consumer Banking Manager in branch operations, ensuring compliance with established policies and procedures.
  • Provided exemplary customer service, handling transactions in the teller area, opening accounts, and resolving banking issues for customers.
  • Successfully sold banking products and services, actively promoting a combination of financial offerings to meet customer needs, and branch sales goals.
  • Acted as a resource for operational and customer issues, exercising discretion and good judgment in resolving concerns.
  • Supported sales development activities by training staff, conducting sales initiatives, and fostering a results-driven team environment.
  • Maintained relationships and activities consistent with established bank policies, procedures, and systems, ensuring adherence to compliance, and fraud prevention measures.
  • Performed supervision of the team, including assistance with transactions, risk assessment, coaching, and motivating staff.
  • Delivered legendary service to meet and exceed customer expectations, contributing to the overall success and performance of the bank and branch.

Loan Coordinator

Veterans United Home Loans
Columbia, MO
09.2020 - 08.2023
  • Notably, I started at VU as an Operations Coordinator and quickly transitioned into a Loan Coordinator role.
  • Effectively communicates with clients to ensure they feel heard, confident, and taken care of.
  • Maintains an organized workflow when it comes to collecting appropriate documentation and guiding clients through the homebuying process.
  • Remains diligent in staying compliant with all established workplace procedures, regulations, and laws, while also looking out for the client’s best interests.
  • Effectively coordinates with cross-functional teams to ensure loans stay on track to close in a timely manner.
  • Demonstrates the ability to build strong relationships with clients while maintaining a consistent, positive rating for self and the company.
  • Openly communicates with team leads and management to seek advice and insight when needed to ensure consistent, positive outcomes.

Supervisor

Sam’s Club
Columbia, MO
03.2016 - 09.2020
  • Demonstrated exceptional skills and consistency regarding hitting sales and performance goals, leading to a promotion to “supervisor.”
  • Trained, mentored, and supervised employee performance while providing retraining opportunities to remedy issues and optimize productivity.
  • Notably, mentored front desk sales staff regarding best practices and kept track of their performance to guide future training opportunities.
  • Ideated, designed, and implemented new training initiatives to develop staff and improve employee skills.
  • Organized staff schedules and directed workflows to ensure the store operated effectively and efficiently.
  • Spearheaded all challenges regarding technology troubleshooting, assisting colleagues and management in fixing any issues as quickly as possible.
  • Provided oversight and guidance for multiple departments across the store, often multi-tasking to ensure all areas had sufficient coverage.
  • Operated according to store expectations and values while ensuring customers received a superior shopping experience.
  • Enhanced employee experience, raised morale, and boosted productivity by introducing team contests and goals and by also making sure each staff member felt heard and supported in their roles.

Education

Sales Prospecting and Lead Generation -

Alison
01.2024

Sales Hub Software, Frictionless Sales, Sales Enablement, Inbound Sales Certified -

HubSpot Academy
01.2024

Bachelor of Arts - Communication

University of Missouri
Columbia, MO
12-2020

Skills

  • Backed by over 9 years of sales and customer service experience, with notable expertise in customer and client experience, relationship management, and strategic problem-solving
  • Effectively communicates with a variety of people, bilingual in English and Gujarati, from all walks of life, with a talent for handling tough conversations with successful end results
  • Forges strong, long-lasting relationships with customers and clients, leveraging exceptional interpersonal skills and a deep understanding of their needs to drive sales and consistently deliver desirable outcomes for the company
  • Complete understanding of all relevant workplace software (see table), with the ability to quickly adapt to new technological advancements and workflows
  • Applies multi-tasking and creative problem-solving skills to effectively manage diverse client needs, overcome objections, and tailor reasonable solutions
  • Proactive in identifying upselling and cross-selling opportunities, contributing to the achievement of company goals, and enhancing client value
  • Anticipates company needs and takes the initiative to go above and beyond to ensure buyers receive an excellent level of customer and client service
  • Thrives in busy and fast-paced environments, with the ability to hone in on the fine details of any task or project to ensure it is completed thoroughly and accurately
  • Recognized for being willing to jump in and help colleagues when needed, and for contributing to a positive and healthy workplace culture
  • Maintains a growth mindset, a willingness to learn from others, and a high level of resilience and adaptability in the face of challenges
  • Proficient in Microsoft Office Suite, Google Workspace, Zoom, Salesforce, Encompass, VU, CRM systems, and banking platforms, including Encore and iStep, with the ability to quickly adapt to new technologies

Timeline

Personal Banker

Central Bank
05.2024 - Current

Loan Coordinator

Veterans United Home Loans
09.2020 - 08.2023

Supervisor

Sam’s Club
03.2016 - 09.2020

Sales Prospecting and Lead Generation -

Alison

Sales Hub Software, Frictionless Sales, Sales Enablement, Inbound Sales Certified -

HubSpot Academy

Bachelor of Arts - Communication

University of Missouri

Similar Profiles

CREATE PROFILE
Deep Patel
Want your own profile? Create for free at Resume-Now.com