Jatin Katyal
Plainview,USA
Summary
Enthusiastic, personable, self-starter and a quick learner. Outgoing and poised in dealing with the public. Excels at interfacing with others at all levels to ensure organizational goals are attained. Able to work well independently and as a member of a team. Committed to producing results above and beyond what is expected. An effective people manager with the skills necessary to direct, train, and motivate staff to its fullest potential.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Services Assistant Manager II
Teachers Federal Credit Union
Kings Park, NY
07.2025 - Current
- Streamlined member transaction processing utilizing credit union software systems.
- Facilitated member account inquiries and delivered customized financial solutions.
- Facilitated collaboration among team members to optimize workflow efficiency.
- Oversaw maintenance of accurate financial transaction records and member interaction logs.
- Spearheaded initiatives to elevate member satisfaction scores by enhancing support services.
- Cultivated professional relationships with members while overseeing account management to enhance retention and loyalty.
- Spearheaded member acquisition initiatives through effective lead tracking and follow-up processes.
Sales Manager
Kelly Perfumes Inc.
Carle Place, NY
11.2024 - 07.2025
- Developed and executed wholesale sales strategies targeting regional and international markets, increasing revenue by 115% annually.
- Managed key accounts, negotiated contracts with distributors and retailers, and maintained long-term client relationships.
- Oversaw daily operations including inventory management, order fulfillment, logistics coordination, and vendor negotiations.
- Conducted market research to identify emerging fragrance trends and align product offerings accordingly.
- Led and trained a team of sales representatives and operational staff to achieve KPIs and service excellence.
- Collaborated with marketing teams to plan and implement promotional campaigns tailored to wholesale partners.
- Ensured compliance with import/export regulations, quality standards, and brand guidelines.
Wealth Management Banking Specialist
Merrill Lynch/Bank of America/TEKsystems
Garden City, NY
02.2022 - 11.2024
- Built strong relationships with clients through regular communication, product demonstrations, and providing exceptional customer service.
- Provided accurate sales forecasts based on market analysis, contributing to the development of annual sales goals.
- Provided exceptional customer service to clients, ensuring their needs and concerns were addressed in a timely and professional manner.
- Created detailed reports on client interactions, including feedback, complaints, and resolutions, providing valuable insights for process improvement.
- Collaborated with team members to achieve project goals and deliver high-quality results.
- Contributed innovative ideas and solutions during team meetings, leading to improved processes and outcomes.
- Demonstrated strong teamwork skills by actively participating in group discussions and brainstorming sessions.
- Supported team leader in coordinating tasks, ensuring efficient workflow and timely completion of projects.
Bank Manager
Jovia Financial Credit Union
Oceanside, NY
09.2020 - 10.2021
- Lead and manage day-to-day operations of the credit union branch, ensuring smooth and efficient service to members.
- Supervised and coached a team of 8 employees, fostering a collaborative and high-performance environment.
- Monitored branch performance, consistently meeting or exceeding goals related to sales, customer service, and operational efficiency.
- Implemented strategies to expand membership, promote new products and services, and enhance overall member satisfaction.
- Ensured compliance with all credit union policies, procedures, and regulatory requirements, maintaining a high standard of accuracy and security.
- Provided personalized financial solutions to members, including loan origination, account management, and financial advice.
- Developed and maintained relationships with key members and local businesses to drive community involvement and enhance the credit union’s presence.
- Analyzed branch performance metrics, identifying opportunities for improvement and implementing effective solutions to achieve branch objectives.
- Conducted regular staff training on product knowledge, sales techniques, and customer service best practices.
Branch Manager
Wells Fargo Bank
Cedarhurst, NY
11.2013 - 09.2020
- Account manager for clientele, perform maintenance and open new accounts.
- Provide leadership to a group as well as individuals.
- Coached team members as well as the teller line in sales and operations.
- Provide customer service in a fast paced environment.
- Cross trained to the teller line.
- Led team members to reach incentive and payout based off of strategies and coaching.
- Led store to become number 1 in Long Island district and top 10 in North East.
- Complete all control tasks in a timely manner.
- Knowledge of Bank Secrecy Act, Fin CEN policies, Anti-Money Laundering, USA Patriot Act, Know Your Customer policies, Regulation CC, and Office of Foreign Asset Control sanctions.
- Ensure a high level of customer service, fostering positive relationships with clients and resolving complex service issues.
- Drive sales goals by identifying opportunities for cross-selling and upselling Wells Fargo products and services.
- Monitor financial performance and manage branch profitability, ensuring monthly and quarterly sales and revenue targets are met.
Education
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Hofstra University
Uniondale, NYRegents Diploma - Spanish Club
Bethpage High School
Bethpage, NYCertification
Certified Notary Public
Timeline
Financial Services Assistant Manager II
Teachers Federal Credit Union
07.2025 - Current
Sales Manager
Kelly Perfumes Inc.
11.2024 - 07.2025
Wealth Management Banking Specialist
Merrill Lynch/Bank of America/TEKsystems
02.2022 - 11.2024
Bank Manager
Jovia Financial Credit Union
09.2020 - 10.2021
Branch Manager
Wells Fargo Bank
11.2013 - 09.2020
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Hofstra University
Regents Diploma - Spanish Club
Bethpage High School