Japleen Kaur
New York,NY
Summary
Experienced Government Banking Relationship Manager with a proven track record of fostering and managing strategic relationships with federal agencies. Proficient in understanding clients' business objectives and aligning financial solutions to meet organizational goals. Demonstrate strong communication skills with a strong work ethic and a result-driven approach to enhance client satisfaction and drive business success,
Overview
6
6
years of professional experience
1
1
Certification
Work History
Government Banking Relationship Manager
Flagstar Bank, N.A.
07.2022 - Current
- Lead oversight of 167+ programs under the Bank's contractual agreement with the U.S. Treasury, fostering relationships with over 90+ federal government agencies to expand the portfolio.
- Efficiently manage day-to-day operations, ensuring the attainment of program needs and objectives, and building out procedures and processes to ensure compliance.
- Accomplish business goals, including the cultivation of relationships within the U.S. Government and other pivotal clients as assigned.
- Establish, monitor, and communicate goals with vendors, ensuring the fulfillment of contractual commitments
- Deliver polished business presentations, showcasing tangible program results to respective clients on a monthly/quarterly basis.
- Generate reports and obtained data to develop analytics on key performance and operational metrics of the government programs offered to the agencies.
- Leverage monitoring and control reports to verify data
- Demonstrated a high level of initiative and creativity while tackling difficult tasks and building processes.
- Reconcile for the department on various levels
Supervisor in Digital and Operations
HAB Bank
12.2021 - 07.2022
- Worked cross-functionally with various departments on projects.
- Supervised and guided a team of 6 employees (3 in Digital | 3 in Operations)
- Worked closely with upper management and board of directors to find ways to improve processes and implement a smoother work flow
- Updated all policies and procedures routinely
- Designed and implemented digital, web and social strategies to align with client business goals.
- Trained all branches nationally on new systems
- Built relationships with customers and community to establish long-term business growth.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Launched engaging communication platform with customers via bank's mobile app.
- Tracked and analyzed reports to determine needed improvements.
- Collected, arranged and input information into database system.
- Work flexible hours; night, weekend, and holiday shifts.
Private Client Banker
JP Morgan Chase Bank NA
10.2017 - 11.2021
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Processed customer requests for statements, ordering additional checks and updating customer personal
information in database. - Worked closely with management to strategize sales techniques to increase branch production and
customer service. - Promoted all financial products by maintaining excellent service offering knowledge.
- Managed portfolio of accounts and monitored for issues in need of attention.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for
new services. - Consulted on business packages and make personalized recommendations.
- Developed tailored solutions to meet individual banking needs.
- Supervised branch operations and made continuous improvements in each area.
- Prospected for new business through networking, community outreach and customer referral generation.
- Understood and applied selling techniques to open, develop and close sales and create product interest by
actively cross-selling products and services to pursue customers. - Established new accounts for high net worth individuals and service existing accounts to maximize revenue
- Managed over 60 customer calls per day
- Backed up teller team by handling needs of new and existing customers at main counter.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Built relationships with customers by learning about financial needs, understanding life events and goals
and following up through proactive outreach and appointments. - Grew book of business through proactive outreach.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Made introductions to partners to help meet customer's broader financial needs.
Education
Borough of Manhattan Community College of The City University of New York
New York, NY02.2025
Skills
- Data Entry Experience
- Team Management
- Organizational Skills
- Supervision & Leadership
- Critical Thinking
- Flexible Schedule
- Decision Making
- Customer Monitoring
- Spreadsheet Development
- Executive-Level Presentations
- Teamwork and Collaboration
- Relationship Building
Affiliations
Vice President of Sikhs in America: Organize state and international level events on a basis of diversity and unity; worked alongside the NYPD and other legal departments to ensure these events run as smoothly as possible; host annual 5k runs, marathons, and international karate events. Youth Leader, Teacher & Organizer at Guru Nanak Darbar Sikh Center as well as Gurudwara Mata Sahib Kaur.
Certification
- Series 6 License
- Series 63 License
- NYS Life & Health
- NYS Notary Public
Timeline
Government Banking Relationship Manager
Flagstar Bank, N.A.
07.2022 - Current
Supervisor in Digital and Operations
HAB Bank
12.2021 - 07.2022
Private Client Banker
JP Morgan Chase Bank NA
10.2017 - 11.2021
Borough of Manhattan Community College of The City University of New York
- Series 6 License
- Series 63 License
- NYS Life & Health
- NYS Notary Public
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