Summary
Overview
Work History
Education
Skills
Personal Information
Language Proficiency
Timeline
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HENNA AGNANI

Edison,NJ

Summary

Dynamic banking professional with over 8 years in branch operations and customer service. Demonstrates a strong track record in surpassing performance goals, enhancing team productivity through effective coaching, and maintaining compliance with banking regulations. Bilingual and skilled in cultivating positive customer relationships.

Overview

8
8
years of professional experience

Work History

Assistant Branch Manager

PNC Bank
Edison, NJ
01.2023 - 05.2026
  • Managed daily branch operations and supported the Branch Manager in achieving operational, customer service, and business development objectives.
  • Supervised, coached, and trained employees, coordinating schedules and delegating responsibilities to enhance daily performance.
  • Trained staff on banking procedures, data-entry accuracy, customer service standards, documentation requirements, and operational policies.
  • Monitored branch activities and prepared reports, ensuring operational accuracy and compliance with regulatory standards.
  • Resolved complex customer concerns professionally while identifying appropriate solutions and maintaining strong customer relationships.
  • Supported achievement of sales, service, and operational goals, contributing to improved customer satisfaction.
  • Supported activities across multiple branches and helped maintain consistent adherence to banking procedures and service standards.

Banker

PNC Bank
Edison, NJ
06.2019 - 12.2022
  • Consistently exceeded individual and branch sales goals and ranked among top performers for revenue generation and client satisfaction.
  • Managed customer relationships and delivered tailored financial services, ensuring accuracy, professionalism, and confidentiality.
  • Cultivated strong customer relationships through needs-based conversations and proactive communication.
  • Opened new accounts and validated supporting documentation for completeness, accuracy, and compliance with established procedures.
  • Processed domestic and international wire transfers in accordance with banking procedures and regulatory requirements.
  • Assisted customers in person and through online channels by identifying needs, answering questions, and resolving service issues.
  • Updated customer information and maintained accurate records within internal banking systems.
  • Maintained organized branch files, reports, forms, and customer documentation.
  • Collaborated with branch team members to support daily operations and achieve overall branch performance objectives.

Teller / ATM Custodian

Santander Bank
Aberdeen, NJ
01.2018 - 12.2018
  • Processed daily customer transactions accurately and efficiently, including deposits, withdrawals, check cashing, transfers, and other routine banking transactions.
  • Managed cash responsibly and maintained accurate cash drawer balances while following established security, dual-control, and operational procedures.
  • Ensured ATM operational readiness by completing cash-related procedures and documenting accurate records.
  • Monitored ATM activity and followed established procedures for balancing, servicing, and reporting ATM-related issues.
  • Verified customer identification and transaction documentation to protect customer information and minimize operational risk.
  • Supported daily branch balancing by maintaining accurate transaction and cash records.
  • Identified customer needs and facilitated referrals to appropriate banking products and services.
  • Followed established security, cash-control, and compliance procedures when handling customer transactions and bank assets.
  • Built positive customer relationships and contributed to a professional, service-focused branch environment.

Education

Master of Arts - English Literature

MDS University
India

Bachelor's Degree - Economics, English Literature, and Social Studies

MDS University
India

Skills

  • Branch Operations Management
  • Banking systems
  • Account management
  • Wire transfers
  • Cash handling
  • Compliance awareness
  • Records management
  • Customer management
  • Sales Strategy
  • Customer service
  • Team leadership
  • Employee training
  • Problem solving
  • Attention to detail
  • Verbal communication
  • Multitasking

Personal Information

Title: Santander Manager

Language Proficiency

  • Bilingual: English & Hindi, Familiarity with Other Indian Languages

Timeline

Assistant Branch Manager

PNC Bank
01.2023 - 05.2026

Banker

PNC Bank
06.2019 - 12.2022

Teller / ATM Custodian

Santander Bank
01.2018 - 12.2018

Master of Arts - English Literature

MDS University

Bachelor's Degree - Economics, English Literature, and Social Studies

MDS University
HENNA AGNANI