Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
Timeline
Generic

Kavita Verma

Rancho Cucamonga,CA

Summary

Driven professional with background in banking. Possess strong knowledge of financial products and services, regulatory requirements, and customer service principles. Confident in decision-making abilities, risk management skills and ability to build relationships with clients. Previous work made significant impact on customer satisfaction levels and operational efficiency at previous institutions.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Customer Relations Coordinator

US Bank National Association
Chino, CA
07.2012 - Current
  • Advised customers on various banking products and services such as loans, investments, and credit cards.
  • Monitored changes in regulations affecting banks and updated policies accordingly.
  • Ambassador During the Union Bank Acquisiton in 2023 and assisted a Union Bank Branch for the merger.
  • Coordinated with other departments regarding customer requests or disputes resolution.
  • Maintained accurate records of all transactions within the branch's database system.
  • Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
  • Provided customer service to bank clients, answering inquiries and resolving complaints.
  • Assisted with onboarding new employees by training them on banking procedures.
  • Generated monthly reports detailing performance metrics for senior management review.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Completed daily cash balancing and operated ATMs.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Facilitated the loan application process, from documentation collection to approval communication.
  • Trained new employees on banking products, services, and compliance standards, fostering a knowledgeable workforce.

Computer Lab Assistant

Chaffey Community College
Rancho Cucamonga, CA
01.2009 - 07.2012
  • Collaborated with IT staff members on projects related to system upgrades or implementations.
  • Maintained inventory of supplies for the computer lab.
  • Set up new workstations with appropriate operating systems and applications.
  • Monitored usage of computers to ensure proper use by patrons.
  • Ensured that all data was backed up regularly for disaster recovery purposes.
  • Resolved technical issues related to network connections and internet access.
  • Troubleshot computer hardware malfunctions and replaced defective components as necessary.
  • Developed training materials and procedures or trained users in proper use of hardware or software.
  • Provided support for audio and visual equipment used in presentations within the lab.

Education

Certificate - Web Design

Chaffey College
Rancho Cucamonga, CA
10-2011

Bachelor of Arts - Industrial Relation And Personnel Management

Delhi University
Delhi, India
03-2004

Skills

  • Performance Tracking
  • Customer Relationship Management
  • Team Development
  • Training and mentoring
  • Schedule Management
  • Sales proficiency
  • Research and due diligence
  • Employee peformance Coaching
  • Resource Management

Affiliations

  • Ambassador of Asian Heritage Inland Empire Chapter
  • Organized various Asian BRG Events
  • Ambassador for the Union Bank Acquistion to assist with the merger.
  • Volunteer in Community, at various events for US Bank
  • Held Financial Literacy for Seniors and High School Students
  • Interviews for High School students for Job ready sessions

Accomplishments

  • Legends of Possible for 2022
  • CRC Leadership Programme completion Ceritifcate
  • Top Banker 2018 for 2 quarters
  • Top Banker 2016 and 2017 for 3 quarters

Certification

  • Web Designing 2012

Languages

Hindi
Native/ Bilingual
Punjabi
Full Professional

Timeline

Customer Relations Coordinator

US Bank National Association
07.2012 - Current

Computer Lab Assistant

Chaffey Community College
01.2009 - 07.2012

Certificate - Web Design

Chaffey College

Bachelor of Arts - Industrial Relation And Personnel Management

Delhi University

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Kavita Verma