KHUSHWANT S. PALL
Flemington
Summary
Visionary leader with proven track record in steering organizations toward success through strategic planning and effective management. Skilled in building cohesive teams, driving innovation, and enhancing operational efficiency to achieve business objectives. Demonstrated ability to transform challenges into opportunities, resulting in significant impact on company growth and profitability.
Overview
11
11
years of professional experience
Work History
Vice President
WELLS FARGO
Bridgewater
01.2022 - Current
- Awarded Top 40 Business Professionals in Somerset County
- Managed a larger team in an affluent area, overseeing daily operations and ensuring an exceptional customer experience with high-net-worth clients
- Built and maintained strong relationships with clients, focusing on meeting their banking needs and helping them achieve financial goals
- Led the team in driving new deposit growth, increasing product sales, and delivering financial solutions, including savings accounts, loans, and credit cards
- Worked closely with investment and retirement specialists to introduce investment products and retirement solutions to clients, resulting in successful deal closings
- Provided expert advice on mortgage lending, personal loans, and other banking services, consistently exceeding targets for customer satisfaction and loan originations
- Drove branch profitability through improved operational efficiency, customer acquisition, and retention strategies
- Coached and onboarded licensed premier bankers, while guiding clients on investment products and retirement solutions to meet their long-term financial goals, resulting in numerous successful outcomes and business growth
Branch Manager
WELLS FARGO
Lambertville
01.2018 - 01.2022
- Rebuilt branch operations, increasing customer base and product offerings, including checking, savings, and loan products
- Led a team of bankers to meet sales goals, consistently driving new account openings, deposits, and loan closings
- Fostered a strong culture of customer service excellence, leading to a more than 30% increase in customer base and significantly improved client loyalty and retention
- Collaborated with clients on financial solutions, including introducing them to investment products and retirement plans, resulting in several successful investment and retirement product deals
- Oversaw daily operations, including compliance, staffing, and managing the branch’s operational processes to ensure efficiency
- Coached team members on sales strategies, financial product offerings, and customer relationship building
- Passed every audit since taking over the branch, ensuring full compliance with internal and regulatory standards
Personal Banker
WELLS FARGO
Clinton
01.2017 - 01.2019
- Assisted clients with their banking needs, providing solutions that included checking accounts, savings accounts, and consumer lending products
- Played a key role in cross-selling products, including credit cards, personal loans, and mortgages, contributing to the growth of branch revenue
- Worked with clients to evaluate their financial needs and identify opportunities for investment products, leading to a number of successful investment product referrals
- Helped clients plan for retirement by offering personalized solutions and guiding them through Wells Fargo’s retirement offerings
- Collaborated with branch staff to drive sales performance, achieving and exceeding quarterly sales targets
Teller/Banker
WELLS FARGO
Flemington
01.2014 - 01.2017
- Delivered excellent customer service while performing daily banking transactions, including deposits, withdrawals, and transfers
- Helped clients understand and navigate basic banking products such as checking and savings accounts, credit cards, and personal loans
- Contributed to achieving branch sales goals by actively promoting and cross-selling banking products
- Worked closely with team members to ensure a seamless customer experience and support the branch’s objectives
Education
Bachelor of Science - Finance
RUTGERS UNIVERSITY
Newark, NJ09.2016
Associate of Science - Business
RARITAN VALLEY COMMUNITY COLLEGE
Branchburg, NJ05.2014
Skills
- Team management
- Customer relationship management
- Regulatory compliance
- Coaching and mentoring
- Sales and marketing leadership
- Profit objectives
- Operations management
- Budget oversight
- Performance monitoring
- Public speaking
- Client relationship building
- Innovation management
- Partnerships and affiliations
- Financial analysis
- Risk management
- Performance tracking
- Strategic planning
- Performance metrics analysis
Additional Leadership And Community Engagement
- Firefighter, Three Bridges Volunteer Fire Company, 01/01/19, Present, recognized by Governor Murphy and the New Jersey State Senate President
- Member, Flemington/Raritan Rescue Squad – Heavy/Technical Rescue Task Force, 01/01/22, Present
- Executive Board Member, Hunterdon County Committee, 01/01/23, Present, appointed by the Chairwoman of the County Party
- Candidate, Raritan Township Committee, 01/01/22, 12/31/24
- Leadership Roles in Various Community Projects, Hygiene Drive for Flemington Food Pantry (2013-14)
- Fall Clean-Up for the Elderly (2013)
- Let’s Can Hunger Food Drive – Enactus (2010-11)
- Rotaract Annual Trash Pick-Up (2013), Relay for Life Fundraiser (2013)
- Feed the Need Project (2015)
- Project First Class – Assisting Families Affected by Hurricane Sandy (2013)
Timeline
Vice President
WELLS FARGO
01.2022 - Current
Branch Manager
WELLS FARGO
01.2018 - 01.2022
Personal Banker
WELLS FARGO
01.2017 - 01.2019
Teller/Banker
WELLS FARGO
01.2014 - 01.2017
Bachelor of Science - Finance
RUTGERS UNIVERSITY
Associate of Science - Business
RARITAN VALLEY COMMUNITY COLLEGE