Ishita
Morrisville,NC
Summary
Organized and dependable professional experienced in financial services having over 6+ years experience in Financial Banking sector specifically credit and loan modules . Excellent interpersonal skills , persuasive and assertive communications and in depth knowledge on products and offerings . Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
4
4
Certificate
Work History
Business Systems Analyst Salesforce
TRUIST
09.2020 - Current
- Collected, defined and analyzed business requirements.
- Trained business personnel in use of systems.
- Identified needed business improvements and determined appropriate systems required to implement solutions.
- Coordinated data migration and consolidation efforts.
- Assessed business requirements to create focused solutions.
- Communicated and explained business requirements to team members to understand and implement functional demands.
- Presented business leaders with ROI estimations to drive project planning.
- Performed internal system acceptance (UAT) to deliver well-tested enhancements and meet business requirements.
Retail Personal Banker
Woodforest Financial Group
06.2019 - 09.2020
- Experience with Agile methodology to deliver endtoend product features and ensure ontime delivery
- Assisted in creating user stories, acceptance criteria, and test cases for product features
- Collaborated with product owner and stakeholders to identify, prioritize, and develop business requirements and functional specifications
- Orchestration with IT and business teams to ensure successful deployment and adoption
- Developed and maintained system documentation and training materials.
- Exposure to ncino Small Business Loan and commercial banking modules,
Retail Personal Banker
Woodforest Financial Group
01.2018 - 05.2019
- Teller transactions, personal ad business account transactions, vault balancing ATM balancing retention & shredding of sensitive documentation
- Facilitated selling of marketing products & services to prospective customers via lobby engagement and identifying appropriate banking solutions
- Driving and participating in fundraising efforts to not only achieve but at times excel the monthly target
- Store walks and scheduled visits to community partners to engage in sales and service conversations to identify potential opportunities and drive them to closure
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Hands on experience of diffusing a robbery situation and incurring minimal loss while keeping calm and safety all through out .
Assistant Deli Manager
Lowes Foods
03.2016 - 12.2018
- Attended to customers by taking orders, resolving complaints and issues and operating cash register to take payments.
- Collaborated with other departments to coordinate deli promotions and verify proper stock levels.
- Analyzed customer feedback to identify areas of improvement and evaluated performance over time.
- Inspected preparation and storage equipment regularly to assess and maintain performance for cost-effective, safe operations.
- Trained, supervised and evaluated deli staff to align compliance with health and safety regulations.
- Increased sales 26% through suggestive selling of promotional items.
Consumer Grievances Associate
HDFC Bank
05.2013 - 02.2015
- Worked varied hours to meet seasonal and business needs.
- Greeted customers and offered assistance for increased customer satisfaction.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Managed customer relations through communication and helpful interactions.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Listened to customer needs and desires to identify and recommend optimal products.
Education
Bachelor of Arts - English Language And Literature
Calcutta University
Bengal, WestSkills
- Requirements Gathering & Defining
- Agile Experience in SDLC
- Use Case Development
- User Acceptance Testing
- Solution Testing and Implementation
- Project Documentation
- Stakeholder Engagement & Relations
- Self Learner and Researcher
Certification
Salesforce Certified Administrator
Salesforce Certified Business Analyst
CSM ( Scrum Alliance)
CSPO ( Scrum Alliance)
Timeline
Business Systems Analyst Salesforce
TRUIST
09.2020 - Current
Retail Personal Banker
Woodforest Financial Group
06.2019 - 09.2020
Retail Personal Banker
Woodforest Financial Group
01.2018 - 05.2019
Assistant Deli Manager
Lowes Foods
03.2016 - 12.2018
Consumer Grievances Associate
HDFC Bank
05.2013 - 02.2015
Bachelor of Arts - English Language And Literature
Calcutta University
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