Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Timeline
Generic

Kush Patel

Tampa

Summary

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

Overview

3
3
years of professional experience

Work History

Personal Banker

Fifth Third Bank
03.2024 - Current
  • Conduct comprehensive Financial Needs Assessments to build customer profiles and identify both current and future financial needs through a consultative sales approach.
  • Maintain expert knowledge of retail consumer and small business products/services, recommending tailored financial solutions that align with the company’s value proposition.
  • Proactively engage with customers using CAMP and other marketing tools to schedule financial reviews and enhance client relationships.
  • Drive cross-selling initiatives within the existing customer base while participating in outside sales activities, including business sales calls, community financial literacy events, and on-site presentations.
  • Develop and maintain strong relationships with Business Partners across Mortgage, Small Business, Commercial, and Investment sectors, ensuring a seamless referral process for holistic financial solutions.
  • Consistently exceed customer experience expectations and achieve individual/team sales goals, contributing to year-over-year revenue growth for the Financial Center.
  • Mentor and guide CSRs in the sales and referral process to optimize customer engagement and service delivery.
  • Conduct financial assessments for affluent clients, analyzing their needs to determine appropriate investment strategies and product solutions.
  • Deliver strategic financial solutions encompassing portfolio management, trust administration, investment advisory, and insurance services to support long-term client goals.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Promoted financial products by maintaining excellent service offering knowledge.

Sales Intern

Scotlynn Division USA
01.2022 - 12.2023
  • Data entry into the fleet management system and online customer/vendor platforms
  • Retaining records of purchase orders and various administrative or clerical support tasks
  • Maintaining lines of communication with carriers, customers, shipping, and receiving facilities
  • Negotiating contracts for individual freight shipments
  • Managed customer expectations and helped navigate sales processes.
  • Shadowed sales professionals to gain deeper insight into best practices and strategies for maximizing sales revenue.

Education

Master’s - finance

University of Miami
Miami, FL
12.2023

Bachelor of Science - Entrepreneurship, Management

Florida Gulf Coast University
Fort Myers, FL
08.2022

Skills

  • Microsoft Word
  • Excel
  • PowerPoint
  • Access
  • Outlook
  • Google Docs
  • Slides
  • Sheets
  • Email management systems
  • Constant Contact
  • MS Excel
  • Portfolio assessment
  • Financial advisement
  • Chimp Mail
  • QuickBooks

Websites

Accomplishments

  • President’s List Spring 2021
  • President’s List Spring 2022
  • Achieved Top Three Banker position by completing selling loans and learning customer with accuracy and efficiency.
  • Resolved product issue through consumer testing.

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual

Timeline

Personal Banker

Fifth Third Bank
03.2024 - Current

Sales Intern

Scotlynn Division USA
01.2022 - 12.2023

Master’s - finance

University of Miami

Bachelor of Science - Entrepreneurship, Management

Florida Gulf Coast University

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Kush Patel