Dheerja SHarma
Franklin,TN
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
22
22
years of professional experience
Work History
Personal Banker
Cadence Bank
Brentwood, TN
08.2025 - Current
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Processed deposits, withdrawals and ACH transfers accurately.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Activated new accounts and issued customer identification numbers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Processed customer payments and account setup charges.
- Monitored customer accounts to detect irregularities or suspicious activity.
Front Desk Supervisor
Hilton Hotel & Resorts
06.2022 - 12.2024
- Supervising day to day front desk operations.
- Creating lasting relationships with guests that built loyalty and drove hotel revenue.
- Greeting visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Trained new staff on correct procedures, compliance requirements, performance strategies, new hotel services and products to support promotional efforts.
- Collecting room deposits, fees, and payments. Auditing and controlling cash and credit card payment transactions at front desk to successfully reduce errors.
- Resolving guest escalations with rooms or reservations with knowledgeable and friendly service.
- Scheduling and assigning daily work and activities for team members.
- Attending leadership staff meetings and brought issues to attention of upper management.
Senior Process Associate
M & T Bank, Formerly Partners Trust
05.2007 - 01.2010
- Worked for the process “Regulation E” for M & T Bank
- Responsible for the internal compliance audits, and ensuring all compliance matrices are met for the team.
- Performed reconciliations to drive accuracy and validity of financial information.
- Leveraged accounting software to perform data entry and prepare reports and statements while minimizing errors.
- Conducted ATM and other financial fraud investigations.
- Refund settlements and Finalization of claims.
- SLA management.
- Preparing day end MIS reports and sending them to the client.
- Making dashboards on weekly and monthly basis.
- Actively involve in team building and ESAT activities.
Pension Associate
Hewitt Associates
12.2005 - 09.2006
- Verification of Pensioner Account and handling clients- J.C. Penny, Xerox, The Allstate, DuPont, Siemens & Johnson Controls.
- Validating the pensioner accounts data and sending back to the clients.
- Prepared process maps, and processing calenders for the team.
- Prepared weekly team performance analysis for the whole team.
Activation Specialist
Bharti Airtel
06.2003 - 04.2005
- Assisted customers to activate the MMS & AirTel Live Services and their functions.
- Utilized specialized software to capture and process data.
- Conducted primary and secondary research to better understand customer needs and behaviors.
- Training new hires on AirTel live & MMS products.
Education
Scrum Master
Safe Scrum
US01-2025
Master of Arts - Economics
Choudhary Charan Singh University
Uttarpradesh, India06-2001
Bachelor of Arts - Accounts
Choudhary Charan Singh University
Uttarpradesh, India06-1999
Skills
- Fraud prevention
- Financial services
- Customer satisfaction
- Relationship management
Timeline
Personal Banker
Cadence Bank
08.2025 - Current
Front Desk Supervisor
Hilton Hotel & Resorts
06.2022 - 12.2024
Senior Process Associate
M & T Bank, Formerly Partners Trust
05.2007 - 01.2010
Pension Associate
Hewitt Associates
12.2005 - 09.2006
Activation Specialist
Bharti Airtel
06.2003 - 04.2005
Scrum Master
Safe Scrum
Master of Arts - Economics
Choudhary Charan Singh University
Bachelor of Arts - Accounts
Choudhary Charan Singh University