Meera Beri
San Jose,CA
Summary
Dynamic banking professional with a proven track record at BMO, specializing in client retention and financial planning. Adept at facilitating workshops that enhance customer knowledge and drive engagement. Recognized for exceptional relationship-building skills and a strong foundation in cash handling and auditing, ensuring operational excellence and customer satisfaction.
Overview
18
18
years of professional experience
Work History
Retail Relationship Banker
BMO
2023.09 - Current
- Facilitated informative workshops on various banking topics, empowering customers with valuable financial knowledge.
- Supported community initiatives as a representative of the bank, fostering positive brand awareness in local markets.
Teller and Universal Banker
Bank of the West
2022.03 - 2023.09
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Audit Assistant
Fry's Electronics Inc.
2020.01 - 2021.02
- Reviewed general ledger transactions to identify errors or irregular entries.
- Assessed financial statements and records.
- Supported senior auditors in the preparation of detailed reports for management, outlining key findings and areas for improvement.
- Completed audits in accordance with regulations and procedures.
Customer Service Supervisor
Fry's Electronics Inc.
2017.03 - 2020.01
- Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
- Enhanced team productivity through regular coaching, feedback, and performance evaluations.
- Maintained up-to-date knowledge of company products and services, effectively communicating changes to the team for seamless customer support.
- Developed and maintained strong relationships with customers to maintain loyalty and satisfaction.
Accountant
Jalandhar Glass Traders India
2007.09 - 2017.01
- Handled day-to-day accounting processes to drive financial accuracy.
Education
Diploma In Human Resources Management - Human Resources Management
Ignou University India
08.2015
MBA - Accounting And Finance
Ignou University India
08.2014
Bachelor Of Commerce - Accounting
Hmv College India
03.2007
Skills
- Branch operations
- Cash handling expertise
- Credit analysis
- Banking software proficiency
- Client retention strategies
- Performance tracking
- Financial product sales
- Financial planning
- Debt management
- Cross-selling
- Customer onboarding
- Creative thinking
- Money handling
- Cash handling
- Customer Service-oriented
- Relationship building and management
- Banking
- Employee motivation
- Teller support
- Financial services
- Recordkeeping requirements
- Account audits
- Teller background
Timeline
Retail Relationship Banker
BMO
2023.09 - Current
Teller and Universal Banker
Bank of the West
2022.03 - 2023.09
Audit Assistant
Fry's Electronics Inc.
2020.01 - 2021.02
Customer Service Supervisor
Fry's Electronics Inc.
2017.03 - 2020.01
Accountant
Jalandhar Glass Traders India
2007.09 - 2017.01
Diploma In Human Resources Management - Human Resources Management
Ignou University India
MBA - Accounting And Finance
Ignou University India
Bachelor Of Commerce - Accounting
Hmv College India