Manish Thapa
Richmond,CA
Summary
Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
9
9
years of professional experience
4027
4027
years of post-secondary education
Work History
Personal Banker
Wells Fargo & Company
Berkeley, California
12.2024 - Current
- Assisted customers with account inquiries and transaction processing.
- Educated clients on banking products and services for informed decisions.
- Handled cash transactions accurately and efficiently in a fast-paced environment.
- Resolved customer issues by providing timely and effective solutions.
- Maintained compliance with banking regulations and internal policies consistently.
- Managed client documentation for account openings and loan applications effectively.
- Developed strong relationships with clients to foster loyalty and trust.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Educated customers on variety of digital solutions enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Participated in training sessions regarding new banking products or services.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Partnered with senior Business Bankers loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Responded promptly to customer emails, phone calls and requests for information. Proactive outreach client to build and retain client relationship
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
Associate Banker
JPMorgan Chase
San Pablo, CA
06.2021 - 12.2024
- Developed tailored solutions to meet individual banking needs.
- Developed customized solutions of deposit, lending and other products for customers.
- Guide Clients through Self servicing option such as ATM, Online Banking ,Mobile Banking
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Helped clients protect assets through variety of strategies.
- Checked accounts for fraud and provided law enforcement with relevant details.
- Balanced teller drawers and ATM cash.
- Provided advice on different bank products and financial options.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Evaluated client financial positions and identified most appropriate banking products.
Relationship Banker
Bank Of America
Berkeley, CA
07.2019 - 08.2020
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Continually boosted branch production and revenue by 100 % by consistently meeting all monthly and quarterly sales goals.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Interviewed customers to obtain information needed for opening new accounts of any kind. i.e consumer or Business.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and guide them through the process.
- Presented new and additional products and services to existing customers.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Customer Service Associate
San Pablo Lytton Casino
San Pablo, CA
03.2018 - 05.2019
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Improved customer satisfaction ratings by addressing issues and fostering timely resolution.
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
- Offered basic technical support for clients on wide range of company products.
- Executes excellent sales floor merchandising and selling.
- Demonstrated items to customers and created customer awareness, interest and sales.
- Handle Large Cash Transactions accurately under company guideline.
Shift Lead Manager
Wingstop
Pinole, CA
02.2017 - 01.2018
- Multitasking managing calls, helping employees and handling money register
- Eliminated customer service issues by quickly resolving disputes and correcting problems.
- Helped foster culture of customer centricity by aligning with product, marketing, operations, finance and executive teams to drive initiatives centered on customer success
- Cooperated with coworkers to improve customer experience and manage storefront.
- Exercised composure under pressure and in escalated customer service scenarios.
- Evaluated employee performance and coached and trained to improve weak areas.
- Advised new employees on company procedures and policies to facilitate daily tasks and responsibilities.
- Supervised employees and oversaw quality compliance with company standards for food and services.
Education
Diploma - Accountancy Economics Marketing Business Management
Bridgewater International College
Nepal, Kathmandu, NepalHigh School Diploma - office management, accountancy, Science,Math
Siddhartha Vidyapeeth
Nepal, Bhaktapur, NepalFew Semester - Diagnostic Medical Sonography
University of Charleston
Charleston, WVSkills
- Consumer Banking
- Courteous and professional
- Basic Computer Skills
- Cash Handling
- Multitasking
- Outreach
- Personalized customer service
- Marketing Skill
- Sales Skill
- Due diligence
- ATM balancing
- Documentation skills
- Customer Relationship Management
- Building customized solutions
- Developing customer relationships
- Outreach
- Product knowledge
- Sales strategies
- Banking operations
- Relationship building
- Effective communication
- Time management
- Branch operations
- Banking regulations
- Sales expertise
- Customer relationship management
- Sales techniques
- Financial analysis
- Banking products knowledge
- Digital banking solutions
- Financial product sales
- Professional appearance
- Fraud prevention
- Cross-selling and upselling
Languages
- English
- Hindi
- Nepali
Certificarion and Licences
- Notary Public
Timeline
Personal Banker
Wells Fargo & Company
12.2024 - Current
Associate Banker
JPMorgan Chase
06.2021 - 12.2024
Relationship Banker
Bank Of America
07.2019 - 08.2020
Customer Service Associate
San Pablo Lytton Casino
03.2018 - 05.2019
Shift Lead Manager
Wingstop
02.2017 - 01.2018
Diploma - Accountancy Economics Marketing Business Management
Bridgewater International College
High School Diploma - office management, accountancy, Science,Math
Siddhartha Vidyapeeth
Few Semester - Diagnostic Medical Sonography
University of Charleston