Gurnaaz Sidhu
Santa Clara,CA
Summary
Dynamic personal banker with a proven track record at Wells Fargo, excelling in relationship management and customer satisfaction. Leveraged strong interpersonal skills to enhance client retention and drive new business through tailored financial solutions. Committed to compliance and operational excellence, ensuring accurate transactions and fostering trust in high-volume environments.
Overview
10
10
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
03.2022 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Teller
Wells Fargo & Company
06.2019 - 03.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Sales Associate
Nordstrom
03.2016 - 09.2018
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Skills
- Relationship management
- Branch operations
- Customer service and satisfaction
Timeline
Personal Banker
Wells Fargo & Company
03.2022 - Current
Teller
Wells Fargo & Company
06.2019 - 03.2022
Sales Associate
Nordstrom
03.2016 - 09.2018
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