Gita Patel
Streamwood,IL
Summary
To secure a challenging position whereby I can contribute to the success of the organization by utilizing my detail-oriented work ethic, organizational skills, and positive attitude in a cash application clerk position Authorized to work in the US for any employer
Professional retail worker with solid experience and readiness for this role. Adept at handling transactions, providing exceptional customer service, and maintaining clean and organized workspace. Strong focus on teamwork and adapting to changing needs to achieve results. Reliable, efficient, and capable of building positive customer relationships.
Overview
26
26
years of professional experience
Work History
Home Care Aide
Universal metro Asian services
03.2018 - Current
- Task description :
- Meals : Prepare, Cut food, Serve, Special diet
- Household task : Sweep, Mop, Dust, Vacuum, Organize living space, wash dishes
- Outside activity : Shopping, Errands, Escort to medical appointment
- Supervision : Being alone, Medication reminder.
Teller
Wintrust
05.2023 - 08.2025
- Performed all the teller duties: deposits, withdrawals, cashed checks, issued official checks, credit card payments, cash advances.
- Redeemed savings bonds, Exchanged the foreign currency.
- Opened & closed the branch with the team.
- Understood adherence, and ensured compliance to bank policies & procedures.
- Maintained & supported the sale of the banking products & services by generating referrals.
- Assisted in the daily operation of the branch and took initiative in developing skills.
Asst- cash room
Canteen
04.2022 - 04.2023
- Opening the coin room with supervisor or coworker
- Opening all the lockers and take out the bags that have currency and coins, verifying coin bags and putting them in kritz by route numbers
- Counting all the currency and coins and then putting them in a plastic bags after supervisor verifies and balancing the main vault with coworkers and supervisor
- Helping out drivers to give the change for the bills they bring in at the window too
- Filing the all route sheets by route numbers
- Performing All the other duties given by supervisor.
Data Entry Operator
PNC Bank/National City Bank
01.2022 - 03.2022
- Keying data from checks and invoices into lockbox system.
- Processing transactions in accordance with established policies and procedures.
- Maintaining specific productivity and quality levels.
- Reviewing transactions and related documents.
- Verifying work process to ensure completeness, accuracy and conformance to the established service levels.
Clerk
Dovenmuehle Mortgage, Inc.
11.2021 - 12.2021
- Organize mail via an alphabetic system
- File and fold letters to be sent out
- Organize letters for distribution
Label Coordinator
Home Access Health Corporation
04.2021 - 09.2021
- Scanning documents
- Printing labels
- Helping out with different departments to help them reach their daily goals
- Stocking of boxes
- Prepare station for production, including organization and cleaning of station
- Create labels to support customer initiatives
- Inform supervisor of issues or unanticipated non-conformances
- Work with little supervision
- Completed assignments in timely manner
- Assists in other work related areas as required
Customer Service Associate (Transfers & Conversion)
Dovenmuehle co
07.2020 - 01.2021
- Providing administrative and customer/client support to the assigned department or team.
- Setting up, preparing and/or updating assigned documents, files, databases according to departmental procedures.
- Receiving and responding to inquiries or requests for information from internal partners and external agencies
- Reviewing documents, reports, files, and other written materials for accuracy and completion.
- Managing the data transfer process for hazard, flood and windstorm ins policy and maintaining timelines and task assignments for assigned projects.
- Answering calls/emails from clients.
Cashier
JC PENNEY
11.2018 - 09.2020
- Providing excellent customer service
Client Service Representative
Bank of America
03.2017 - 01.2018
- Performed all the teller duties: deposits, withdrawals, cashed checks, issued official checks, credit card payments, cash advances.
- Redeemed savings bonds, Exchanged the foreign currency.
- Opened & closed the branch with the team.
- Understood adherence, and ensured compliance to bank policies & procedures.
- Maintained & supported the sale of the banking products & services by generating referrals.
- Assisted in the daily operation of the branch and took initiative in developing skills.
Cashier
Panera Bread
12.2016 - 12.2016
- Greeted customers upon arrival, handled and maintained the correct amount of money in my drawer.
- Provided excellent customer service and fulfilled customer needs.
- Took necessary steps to meet customer needs and effectively resolved food or service issues.
- Maintained a clean work environment for food service
- Promptly reported complaints to a member of the management team.
Senior Customer Service Associate
Dunkin donuts
05.2016 - 08.2016
- Delivered professional, efficient & timely customer service in banking services &
- Special customer service transactions , referred prospects to a personal banker. Trained & coached the team as needed, ensuring staff possesses necessary skills to understand & execute transactions.
- Proactive in offering bank products suggesting the right products and options.
- Problem solving skills. Performed all daily responsibilities of the service manager in her absence.
- Supported bank management with administration of branch operations, including completion of audits, maintained joint custody and processed of internal entries.
- Product knowledge and referral development. Met all personal referral goals as defined, made qualified referral to personal banker & including the other line of business.
Branch Teller
Amalgamated bank of chicago (staffing agency)
03.2016 - 04.2016
- Performed all the teller duties by doing Deposits, Withdrawals, issued official checks & money orders. Made payments for credit cards and loans. Performed all the other duties around the teller line.
- Opened & closed the branch with a team.
- Prepared official checks via phone, email ,or fax requests.
- Balanced the ATM with the teller supervisor and provided guidance to the customer on how to do online banking.
Teller Supervisor 1 (Through Swoon Technology Resources)
BMO Harris Bank
10.2015 - 01.2016
- Provided professional efficient service in a very busy banking environment. Deposits, Withdrawals, cash checks credit card payments, cash advances, redeem savings bonds, issue official checks & money orders. Opened & closed the branch with team members.
- Balanced the main vault with the teller manager. Trained & coached team as needed, ensuring staff possesses necessary skills to understand & execute transactions. Proactive in offering Suggestions & options to teammates. Ensured all service representatives adhere to all policies, procedures and directives, supported bank maintain joint custody and processing of internal entries.
- Met all personal referral goals as defined, made quality referral to personal bankers & including other lines of business.
- Participated in all training to gain knowledge of banking products & services. Identified risk associated with regulatory compliance, overdraft authority and bank secrecy act, ensured that all security measures were followed.
Item Processing Clerk (Through Brilliant Staffing Inc.)
Wintrust Bank
08.2014 - 10.2015
- Sorted & opened the incoming mail, prepared the documents for scanning, utilized an adding machine, utilizing 10 key data entry, scanned the documents, performed other clerical duties as assigned.
Bank Teller
Bank of america
07.2011 - 04.2014
- Provided professional and efficient customer service;
- Processed deposits, withdrawals, credit card payments, and cash advances; cashed checks, redeemed savings bonds, issued official checks & money orders
- Opened & closed branch with teller or manager, serviced and balanced ATM, Referred clients for their personal needs or upgraded sales, Balanced main vault in absence of assistant manager.
Senior Service Representative
Harris N.A.
07.2010 - 04.2011
- Delivered professional, efficient & timely customer service in banking services & special customer service transactions, referred prospects to team members, personal bankers.
- Trained & coached team as needed ensuring that staff possesses necessary skills to understand & execute transactions & proactively in offered suggestions and options using problem solving skills.
- Provided all daily responsibilities of the service manager in her absence.
- Ensured all service representatives adhere to all policies, procedures and directives.
- Supported bank management with administration of branch operations, including completion of audits, maintaining joint custody and processing of internal entries.
- Product knowledge and referral development: Met all personal referral goals as defined, made qualified referral to personal banker & including other lines of business.
- Participated in all training for bank products & services. Identified risk associated with regulatory compliance, overdraft authority and bank secrecy act, ensured that all security measures were followed.
Bank Teller (Through Salem)
Hoffman Estates
06.2010 - 06.2010
- Performed all teller duties: deposits, withdrawals, cashed checks & redeemed saving bonds
- Provided sales referrals to personal banker
- Suggested proper accounts per customer's needs.
- Solved customer problems and balanced drawers daily.
- Filed client mortgage files
- Updated client Homeowner Insurance information
- Faxed documents to ancillary departments
- Exercised efficiency in handling faxes and directing them to the appropriate person
- Worked with other agents to obtain pertinent data
Commercial Teller III
J.P. Morgan and Chase
01.2000 - 01.2007
- Logged and assigned deposit bags to tellers
- Referred clients to open new accounts for personal or business needs
- Audited other tellers in job duties
- Prepared inventory reports for negotiable instruments and kept inventory logs
- Balanced the coin machine and main vault
Cashier
751
- Greeted each customer by smiling and providing great service
- Made sure all machines were cleaned, and stores were properly closed at night.
- Made sure all food and bagels were prepped and ready for the store opening
- Operated cash registers by counting money efficiently in a timely manner.
- Provided excellent hospitality and promoted deals and sales of the dunkin product.
- Hamni Bank (Through ultimate staffing inc)
Education
Associates - Accounting
Dharmsinh Desai Institute of Commerce
07.1988
Skills
- Phone etiquette
- Salesforce
- Customer support
- Bank Secrecy Act
- Management
- Customer relationship management
- Banking
- English
- Front desk
- Time management
- Computer literacy
- Execution mindset
- Excellent customer service
- Strong communication & time management skills
- Problem solving ability
- Multitasking and adaptive nature
- Fluent in English, Gujarati and Hindi
- Microsoft Office, Outlook, Word
- Home Care
- Guest relations
- Word processing
- Typing
- Sales
- Filing
- 10 Key Data Entry
- Microsoft Word
- Office experience
- Cash register
- Microsoft Outlook
- Customer service
- Work ethic and integrity
- Patience and empathy
- Time management skills
- Cash handling
- Cleaning and sanitizing
- Team collaboration
- Customer service excellence
- Money handling
- Reliability and punctuality
- Cash handling and management
- Customer relations
- Cash register operation
- Written and verbal communication
- Order taking
- Professionalism and courtesy
- Cash management
- Cash register systems
- Cash handling expertise
- Payment processing
- Product restocking
- Conflict resolution
- Product knowledge
- Refunds and exchanges
- Issue resolution
- Complex Problem-solving
- Merchandise restocking
- Cash drawer balancing
- POS system operations
- Payment collection
- POS systems
- Staff training
- Refund handling
- Guest inquiries
- ID verification
- Attention to detail
- Currency counting
- Order packaging
- Decision making aptitude
- Sales expertise
- Daily reporting
- Retail merchandising
- Product recommendations
- Drawer balancing
- Point of sale operation
- Returns processing
- Purchase assistance
- Point-of-sale system operation
- Order verification
- Point of sale proficiency
- Records maintenance
- Fraud prevention awareness
- Loss prevention
- Identification checks
- Loyalty program promotion
- Payment posting
- Regulatory compliance
- Sales techniques mastery
Accomplishments
- Promoted to Senior customer service Associate for exceptional performance.
- Trained and mentored 3 employees.
- Achieved Transaction accuracy by completing Id Verification with accuracy and efficiency.
Languages
Gujarati - Fluent
English - Expert
Timeline
Teller
Wintrust
05.2023 - 08.2025
Asst- cash room
Canteen
04.2022 - 04.2023
Data Entry Operator
PNC Bank/National City Bank
01.2022 - 03.2022
Clerk
Dovenmuehle Mortgage, Inc.
11.2021 - 12.2021
Label Coordinator
Home Access Health Corporation
04.2021 - 09.2021
Customer Service Associate (Transfers & Conversion)
Dovenmuehle co
07.2020 - 01.2021
Cashier
JC PENNEY
11.2018 - 09.2020
Home Care Aide
Universal metro Asian services
03.2018 - Current
Client Service Representative
Bank of America
03.2017 - 01.2018
Cashier
Panera Bread
12.2016 - 12.2016
Senior Customer Service Associate
Dunkin donuts
05.2016 - 08.2016
Branch Teller
Amalgamated bank of chicago (staffing agency)
03.2016 - 04.2016
Teller Supervisor 1 (Through Swoon Technology Resources)
BMO Harris Bank
10.2015 - 01.2016
Item Processing Clerk (Through Brilliant Staffing Inc.)
Wintrust Bank
08.2014 - 10.2015
Bank Teller
Bank of america
07.2011 - 04.2014
Senior Service Representative
Harris N.A.
07.2010 - 04.2011
Bank Teller (Through Salem)
Hoffman Estates
06.2010 - 06.2010
Commercial Teller III
J.P. Morgan and Chase
01.2000 - 01.2007
Cashier
751
Associates - Accounting
Dharmsinh Desai Institute of Commerce