JYOTI SUNAR
Houston
Summary
Experienced Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Adept at problem-solving, multitasking, and supporting organizational growth through efficiency and excellent service.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Bank of America
01.2024 - Current
- Administered financial solutions featuring cash management, credit services, and banking products for over 200 customers.
- Established and uphold strong client connections, enhancing customer satisfaction and loyalty.
- Assisted clients in accessing self-service solutions (ATM, online banking, mobile banking).
- Analyzed client financial requirements and offer personalized strategies to optimize accounts.
- Fostered new customer relationships through effective onboarding, product education, and engagement.
Teller
Everest Bank Limited
02.2021 - 06.2023
- Facilitated extensive financial transactions including deposits, withdrawals, loan payments, and account openings/closings for over 350 customers.
- Balanced cash drawers, controlled vault operations, and upheld compliance with security standards.
- Delivered product expertise while guiding clients toward specialized services.
- Consistently offered outstanding customer service, fostering increased client trust and loyalty.
Public Administration Fellow (Daayitwa Fellowship)
Ministry of Industry, Tourism, Forest & Environment
03.2020 - 01.2021
- Advocated for government initiatives enhancing women’s entrepreneurship policies.
- Investigated obstacles faced by SMEs throughout COVID-19 pandemic and proposed actionable policy recommendations.
- Formulated analytical reports and insights supporting government engagement with small and micro enterprises.
Junior Accountant
Kisan Trading Pvt. Ltd.
10.2017 - 02.2020
- Supported full-cycle accounting processes involving accounts payable, accounts receivable, and reconciliations.
- Generated financial statements, balance sheets, and profit/loss reports.
- Supported tax preparation compliance and audit processes.
- Facilitated financial planning and validated precision of financial documentation.
Education
Bachelor in Business Studies - Equivalent To BBA in USA
Tribhuvan University
Kritipur, Nepal09-2019
Additional Courses - Accounting
Upper Iowa University
Fayette, IA03-2026
Skills
- Accounting & Reconciliation
- Recordkeeping
- Account audits
- Client Relationship Management
- Financial Services & Cash Handling
- Leadership & Team Collaboration
- Digital Banking Solutions
- Problem-Solving & Decision Making
- Customer Onboarding & Retention
- Microsoft 365 Package
Languages
English
Full Professional
hindi
Full Professional
Nepali
Native or Bilingual
Timeline
Relationship Banker
Bank of America
01.2024 - Current
Teller
Everest Bank Limited
02.2021 - 06.2023
Public Administration Fellow (Daayitwa Fellowship)
Ministry of Industry, Tourism, Forest & Environment
03.2020 - 01.2021
Junior Accountant
Kisan Trading Pvt. Ltd.
10.2017 - 02.2020
Bachelor in Business Studies - Equivalent To BBA in USA
Tribhuvan University
Additional Courses - Accounting
Upper Iowa University