Karla Singh
US Bank
Gardner
2
Languages
14
years of professional experience
Results-driven sales professional with proven success in consultative selling, business development, customer relationship management, and account growth. Experienced in identifying customer needs, presenting tailored solutions, overcoming objections, and closing sales across banking, financial services, and home improvement industries. Skilled at developing long-term client relationships, generating referrals, and consistently exceeding performance goals while delivering exceptional customer experiences.
Work History
Client Relationship Consultant
3 Months- Manage and strengthen client relationships by delivering knowledgeable, timely, and professional service across in person, virtual, and digital channels.
- Supported business and consumer clients by handling account inquiries, service requests, and issue resolution, enhancing overall client experience.
- Deliver consistent, high quality client experiences through proactive outreach, follow-ups, and problem resolution.
- Proactively identify client needs through meaningful conversations and recommend appropriate banking products and services.
- Proactively identified client needs through meaningful conversations, recommending appropriate banking products and services to drive client satisfaction.
- Educate clients on digital tools and self-service options to improve accessibility, efficiency, and overall satisfaction.
- Open and maintain consumer and business deposit and credit accounts, ensuring accuracy and adherence to internal procedures and regulatory requirements.
- Monitor and maintain compliance with operational, procedural, and regulatory guidelines, ensuring transactions and documentation are completed accurately and timely.
- Identify and escalate potential risks, service breakdowns, or compliance concerns to protect both the client and the organization.
- Delivered consistent, high-quality client experiences through proactive outreach and follow-ups, resolving issues to maintain client loyalty.
Project Sales Consultant
2 Years 7 Months- Managed client consultations by meeting homeowners on-site to assess remodeling needs and goals.
- Presented customized remodeling solutions, product selections, and design options based on customer preferences and budgets.
- Consistently converted homeowner consultations into signed remodeling projects through a consultative sales approach.
- Educated clients on the value, benefits, and long-term impact of renovation projects.
- Built strong customer relationships through exceptional communication and consultative selling techniques.
- Helped increase company revenue by identifying customer needs and recommending comprehensive remodeling solutions.
- Scheduled and coordinated remodeling projects between homeowners and installation teams.
- Oversaw administrative and operational processes to ensure smooth project execution.
- Maintained project documentation, customer records, and follow-up communications.
- Assisted in establishing and growing a residential home remodeling business from the ground up.
Carrier Account Specialist
2 Years 4 Months- Built strong customer relationships by providing personalized financial solutions and delivering exceptional service throughout the sales process.
- Consulted with prospective customers to identify needs and recommend the most suitable credit products, driving account acquisition and customer satisfaction.
- Evaluated customer financial profiles to assess risk and identify opportunities for appropriate credit offerings.
- Guided customers through account application process, ensuring accurate completion of required documentation.
- Resolved billing and account concerns, enhancing customer trust and promoting retention.
- Educated customers on product features, benefits, and value propositions, helping them make informed purchasing decisions.
- Promoted additional products and services through consultative sales approach, supporting business growth.
- Maintained detailed customer records and sales activity to support relationship management and follow-up opportunities.
Bank Teller / Account Opening Office
1 Year 7 Months- Developed and expanded customer relationships by identifying financial needs and recommending tailored banking products and services.
- Consistently generated new business through referrals, prospecting, and proactive outreach to existing and prospective clients.
- Conducted in-depth financial consultations to uncover opportunities for deposit accounts, loans, credit cards, and other banking solutions.
- Utilized a consultative sales approach to educate customers on product benefits and help them make informed financial decisions.
- Met and exceeded sales goals by cross-selling and upselling banking products aligned with customers' financial objectives.
- Analyzed customer financial profiles to recommend appropriate lending and credit solutions while managing risk effectively.
- Strengthened customer retention and loyalty by delivering exceptional service and providing ongoing account support.
- Resolved customer concerns and account issues promptly, turning service interactions into opportunities to deepen relationships and increase product adoption.
- Maintained accurate customer records and consistently followed up on sales opportunities to drive revenue growth.
- Collaborated with branch team members to achieve branch performance goals and enhance overall customer satisfaction.
Teller Supervisor
3 Years 6 Months- Led, coached, and developed a team of tellers, driving high performance, operational excellence, and exceptional customer service standards.
- Built strong customer relationships by identifying banking needs and referring clients to appropriate financial products and services, contributing to branch sales goals.
- Managed daily teller operations, ensuring compliance with bank policies, procedures, and regulatory requirements while maintaining an efficient customer experience.
- Served as a key liaison between branch leadership and frontline staff, facilitating communication and resolving operational challenges.
- Assisted customers with complex banking transactions, account inquiries, loan payments, and cashier's checks while providing consultative financial guidance.
- Monitored branch cash levels and vault operations, ensuring accurate cash management and uninterrupted service throughout the day.
- Conducted teller audits and operational reviews to maintain accuracy, minimize risk, and ensure adherence to internal controls.
- Supported branch growth initiatives by promoting banking products, identifying cross-selling opportunities, and creating positive customer experiences that increased retention and loyalty.
- Provided backup support for escalated customer concerns and complex transactions, ensuring timely resolution and customer satisfaction.
- Trained new employees on sales techniques, banking procedures, compliance requirements, and customer engagement best practices.
Education
Associate of Science - Business Administration
Languages
Spanish
Full Professional
Punjabi
Limited Working
Timeline
Client Relationship Consultant
US Bank
05.2026 - CurrentRead More
Project Sales Consultant
Dalzo Group LLC
09.2021 - 04.2024Read More
Carrier Account Specialist
RTS
02.2019 - 06.2021Read More
Bank Teller / Account Opening Office
Great southern Bank
11.2015 - 06.2017Read More
Teller Supervisor
Bank of America
03.2012 - 09.2015Read More
Johnson County Community College
Associate of Science from Business Administration
Read More