Jyoti Mistry
Pleasanton,United States
Summary
Accomplished Client Relationship Consultant with a proven track record at U.S. Bank, N.A., specializing in relationship building and financial analysis. Recognized for enhancing customer satisfaction and managing multiple projects with precision. Honored as Market Presidents Honoree twice, demonstrating exceptional professionalism and adaptability in dynamic environments. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy, and finance.
Overview
34
34
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank, N.A.
05.2023 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
- Identified customers' financial needs while uncovering assets secured within established trusts/estates
- Liaised with customers, management, and Business and Wealth Management team to better understand customer needs and recommend appropriate solutions.
- Assistant branch
Operations Specialist
MUFG Union Bank
01.1994 - 04.2023
- Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
- Conducted reports for overdraft protection, safety deposit box, SDB payments, and ATM servicing.
- Successfully managed multiple projects and a team simultaneously while adhering to deadlines and budget constraints.
- Promoted to Branch Service Officer, becoming Market Presidents Honoree for 2 consecutive years
Teller
Bank Of America, N.A.
01.1991 - 12.1993
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Processed customer transactions promptly, minimizing wait times.
Education
Bachelor of Science - Accounting, Economics, Math
Kanaria College
Junagadh, India08-1986
Skills
- Relationship Building
- SAFE Registered
- NMLS # 1149893
- Product and Service Sales
- Financial Analysis, Credit Evaluation, and Risk Management
- Team Management
- Regulatory Compliance
- Audit reporting
- Adaptability
- Project Management
- Professionalism
Accomplishments
- Regional Executive's Honoree
- GOLD KOI
- 2015 RER Top Performer
Languages
Gujarati
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Client Relationship Consultant
U.S. Bank, N.A.
05.2023 - Current
Operations Specialist
MUFG Union Bank
01.1994 - 04.2023
Teller
Bank Of America, N.A.
01.1991 - 12.1993
Bachelor of Science - Accounting, Economics, Math
Kanaria College
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