Gaitry Malhotra
Hicksville,NY
Summary
Efficient and industrious individual dedicated to driving optimal customer satisfaction. Recognized for reversing downward trends by overhauling systems, processes and training programs. Organize team workflows to maximize efficiency and foster collaboration with clear focus on meeting business revenue, performance and cost-control objectives. Service-focused and proactive manager. Dedicated Front End Supervisor well-versed in satisfying customers with exceptional service and support. Accurate and efficient in handling money, assigning tasks and maintaining customer areas. Prepared to bring eight years of experience to dynamic new position. Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
9
9
years of professional experience
Work History
Universal Banker/Brand Ambassador
Flushing Bank
Garden City, NY
02.2023 - Current
- Opened new accounts for customers, including checking accounts, money market accounts and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Received incoming wires from other financial institutions into customer accounts.
- Developed relationships with business owners to promote commercial banking services.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Customer Service Representative
TD Bank
Richmond Hill, NY
02.2021 - 01.2023
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Generated leads with Sales force and developed sales funnels.
- Collected, tracked and evaluated current business and market trend data.
- Enhanced relationships by providing excellent service to small business customers.
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.bus
- Used cold calling and networking to sell products and services.
- Prepared official checks for customer and internal bank needs.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Store Manager
T-Mobile US Inc.
Richmond Hill, NY
04.2015 - 03.2020
- Oversaw receiving and display of incoming products, meeting planned promotions and seasonal rotation for sales events.
- Reported to district manager regarding all store and staff issues, financial goals and sales.
- Managed inventory control, cash control and store opening and closing procedures.
- Executed proof of concept strategic initiatives for future goals, including digital signage and guided selling plans.
- Protected store from loss or theft by setting and enforcing clear security policies.
- Trained new hires for diverse jobs and kept employees up-to-date through frequent meetings.
- Developed new store location from ground up by hiring and training efficient team.
- Completed all point of sale opening and closing procedures, including counting contents of cash register.
- Cooperated with staff and clients to achieve customer service goals and surpass team objectives.
- Supervised guests at front counter, answering questions regarding products.
- Managed all aspects of store operations, including organization, maintenance and purchasing functions.
- Walked around facility frequently to check activities.
Education
Post Graduate Diploma in Business Management - Business Management
Meridian Business School
LondonBBA - Business Administration And Management
Kurukshetra University
IndiaSkills
- Relationship building and management
- Order management
- Team Leadership
- Systems and software programs
- Customer Relations
- Accurate money handling
- Store displays
- Team leadership and coaching
- Training and Development
- Excellent customer service skills
- POS systems
- Strategic thinker
- Opening and closing procedures
- Customer satisfaction
- Friendly, positive attitude
- Customer care experience
- Decision-making
- Communication
Languages
English
Professional
Hindi
Professional
Punjabi
Professional
Urdu
Professional
Timeline
Universal Banker/Brand Ambassador
Flushing Bank
02.2023 - Current
Customer Service Representative
TD Bank
02.2021 - 01.2023
Store Manager
T-Mobile US Inc.
04.2015 - 03.2020
Post Graduate Diploma in Business Management - Business Management
Meridian Business School
BBA - Business Administration And Management
Kurukshetra University
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