LOVEDEEP SHARMA

May 2022- CurrentRelationship Manager Business Owner Specialist

• Built relationships with customers and community to establish long-term business growth.
• Demonstrated products to show potential customers benefits and advantages and encourage purchases.
• Developed customer surveys to measure customer satisfaction and identify areas of improvement.
• Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
• Monitored customer feedback and generated reports to identify areas of improvement.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Resolved problems with high-profile customers to maintain relationships and increase return customer base.

April 2021-May2022Compliance regulatory Specialist

• Advised clients on compliance fraud and investigations, as well as potential remedies and required actions.
• Created and maintained compliant work environment.
• Prepared and submitted regulatory filings in timely manner.
• Developed and maintained compliance database, tracking all compliance activities and documents.
• Maintained up-to-date knowledge of applicable laws and regulations.
• Reviewed, revised and updated compliance policies and procedures to confirm continual compliance with applicable laws.

March 2020-April 2021Call Center Customer Representative .

• Placed outbound customer service or customer satisfaction calls to follow up on issues.
• Responded to customer calls and emails to answer questions about products and services.
• Documented and detailed calls and complaints using call center's CRM database.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.

Relationship Manager April 2019- March 2020

• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Delivered superior customer service to strengthen relationships and drive future business revenue.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Assisted customers with opening accounts and signing up for new services.
• Completed opening and closing functions to meet operational needs.
• Created training guides and in-person and online training courses to improve customer user experience in environment.
• Worked with clients to address and respond to client and partnership management issues.

• Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
• Educated customers on features and benefits of banking products and services.
• Balanced teller drawers and ATM cash.
• Generated reports and analysis of customer data to identify trends and potential business opportunities.
• Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
• Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
• Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
• Opened, closed, and updated accounts for customers.
• Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
• Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
• Processed customer applications and approved loans in accordance with bank policy.
• Developed and maintained strong customer relationships, providing exceptional service and advice.

• Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines
• Identified and resolved unauthorized, unsafe or ineffective practices
• Set, enforced and optimized internal policies to maintain responsiveness to demands
• Kept high average of performance evaluations.
• Documented transactions, orders and expenditures to gather sales data and forecast financial needs.
• Encouraged and promoted ideas aligned to business needs and benefits.
• Delegated tasks to administrative support staff to organize and improve office efficiency.
• Monitored front areas so that questions could be promptly addressed.
• Managed supervisor itinerary and appointments and streamlined scheduling procedures.
• Improved office operations by automating client correspondence, record tracking and data communications.
• Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
• Assisted in recruiting, hiring and training of team members
• Promoted positive customer experience through day-to-day supervision and management
• Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
• Monitored daily cash discrepancies, inventory shrinkage and drive-off.

• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
• Promoted financial products by maintaining excellent service offering knowledge
• Worked closely with management to strategize sales techniques to increase branch production and customer service
• Expanded our client base by promoting new financial products
• Achieved consistent recognition as top sales performer
• Created innovative financial solutions to meet customer needs and provide a competitive edge
• Maximized revenue through improved sales techniques and branch productivity
• Developed top-performing teams, leading to increased branch efficiency and positive customer feedback
• Presented new and additional products and services to existing customers
• Backed up teller team by handling needs of new and existing customers at main counter.
• Helped customers open and close accounts, apply for loans and make sound financial decisions.
• Followed operational standards, promoting security, risk management and compliance.

• Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies
• Helped with planning schedules and delegating assignments to meet coverage and service demands
• Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences
• Developed loyal and highly satisfied customer base through proactive management of team customer service strategies
• Monitored security and handled incidents calmly
• Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals
• Planned team-building exercises to increase employee performance and job satisfaction.
• Organized schedules, workflows and shift coverage to meet expected business demands.
• Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.