Harsh Patel
Edison,NJ
Summary
Energetic marketing student with 3+ years of experience in sales, client communication, and relationship-building. Skilled at driving customer engagement, managing CRM platforms, and analyzing client behavior. Eager to apply these skills to support marketing campaigns, digital strategy, and brand growth.
Overview
4
4
years of professional experience
Work History
Personal Banker
Provident Bank
01.2025 - 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.
Retail Banker/ Banking Associate / Teller
TD BANK
02.2023 - 11.2024
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
Wireless Sales Manager
WIRELESS ADVOCATES
01.2022 - 12.2022
- Increased customer satisfaction by providing personalized service and tailored product recommendations.
- Provided exceptional customer service, resolving issues promptly and courteously to maintain client satisfaction.
- Organized employee training sessions focusing on product knowledge enhancement.
- Collaborated with cross-functional teams to optimize store operations for maximum profitability.
Front Desk Representative
Zapp Fitness
09.2021 - 12.2021
- Participated in regular team meetings to address operational improvements and discuss opportunities for enhancing guest services.
- Enhanced guest satisfaction by efficiently managing check-ins and check-outs at the front desk.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Resolved customer complaints and concerns, resulting in improved customer retention and loyalty.
Education
Bachelor's of Science - Marketing
Kean University
05-2026
Associate of Arts - Business Administration
Middlesex County College
Edison, NJ01.2024
High School Diploma - undefined
John P. Stevens High School
Edison, NJ01.2021
Skills
- CRM
- Relationship building
- Portfolio Management
- Lending Solutions
- Loan Origination
- Financial Planning
- High-Net-Worth Client Engagement
- Risk Management
- Regulatory Compliance (AML, BSA)
- Account Opening
- Customer service
- Cross-Selling
- Personalized Client Advisory
- Product Education
Languages
English
Hindi
Gujarati
Timeline
Personal Banker
Provident Bank
01.2025 - Current
Retail Banker/ Banking Associate / Teller
TD BANK
02.2023 - 11.2024
Wireless Sales Manager
WIRELESS ADVOCATES
01.2022 - 12.2022
Front Desk Representative
Zapp Fitness
09.2021 - 12.2021
Associate of Arts - Business Administration
Middlesex County College
High School Diploma - undefined
John P. Stevens High School
Bachelor's of Science - Marketing
Kean University