Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Mehul Joshi

Houston,TX

Summary

Dynamic banking specialist with a comprehensive understanding of financial products and a commitment to customer service excellence. Proven ability to assess client needs and offer personalized financial solutions that drive satisfaction and loyalty. Recognized for adaptability in fast-paced environments, consistently achieving results through effective collaboration and strategic problem-solving. Expertise in financial advising and client relationship management ensures a proactive approach to fostering long-term partnerships.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Personal Banker II

Wallis Bank
01.2024 - Current
  • Provide exceptional customer service through all customer interactions, opening new accounts and any other customer service needs.
  • Actively engaged in sales activities to meet revenue targets and fostering strong client relationships.
  • Conduct deposits, loan payments, and all teller transactions.
  • Actively manage risk by loss prevention, BSA-AML compliance, and remain familiar with current applicable policies, laws, and regulations.

E-Teller & IT Technical Support Specialist

Smart Financial Credit Union
01.2022 - 01.2024
  • Conduct deposits, withdrawals, and loan payments accurately and efficiently, demonstrating strong attention to detail and mathematical proficiency.
  • Issue cashier checks and money orders, ensuring members' financial needs are met promptly and accurately.
  • Provide exceptional member-focused service, showcasing excellent communication skills and a commitment to satisfaction.
  • Support internal employees with IT-related issues, logging and resolving them promptly to ensure smooth operations and productivity.
  • Collaborate with the IT team on projects, demonstrating strong teamwork and contributing to the success of departmental initiatives.
  • Manage card maintenance and processing, ensuring the smooth functioning of financial services for members and customers.

Financial Relationship Associate

Regions
01.2014 - 01.2020
  • Processed deposits, withdrawals, and process loans with precision, ensuring accuracy and efficiency in financial transactions.
  • Balanced ATM machines regularly, maintaining operational integrity and ensuring availability of cash for customers.
  • Provided exceptional customer service and actively engaged in sales activities to meet revenue targets, fostering strong client relationships.
  • Delivered BSA/AML training to new tellers, highlighting a commitment to regulatory compliance and risk management.

Lead Teller

Capital One
01.2011 - 01.2014
  • Led a team of 10 Tellers, providing training, conducting performance meetings, and ensuring ATM balance accuracy.
  • Achieved top-tier sales performance within the company, demonstrating strong sales and customer service skills.
  • Conducted branch audits to ensure compliance with regulatory requirements, showcasing attention to detail and adherence to policies.
  • Managed printing reports for the bank, showcasing proficiency in administrative tasks and data management.

Education

Bachelor's - Business Administration – Management Information System

University of Houston-Downtown
Houston, TX

Associate of Arts - Business - Management

Houston Community College
01.2021

Skills

  • Administrative operations
  • Effective data analysis
  • Audit and fraud prevention
  • Managing loan applications
  • Technical support and Microsoft Office skills
  • Multilingual communicator
  • Effective team engagement
  • Data visualization skills
  • Effective team management
  • Financial management
  • Compliance management
  • Interpersonal skills
  • Project execution management
  • Strategic issue resolution
  • Sales and service experience
  • Data-driven decision making
  • Fostering collaborative partnerships
  • Branch performance optimization
  • Client support
  • Customer experience enhancement

Accomplishments

  • Achieved 120% by completing Sales Goals with accuracy and efficiency.
  • Resolved product issue through consumer testing.
  • Supervised team of 7 staff members.
  • Achieved Service Excellence through effectively helping with Consistence.
  • Documented and resolved Customer experience which led to Customer satisfaction and retention.
  • Collaborated with team of 5 in the development of Customer Engagement Program.
  • Achieved efficiency by introducing new software for banking tasks.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

Data Analyst Certification – Break into Tech

Languages

English
Full Professional
Hindi
Full Professional
Gujarati
Native or Bilingual
Swahili
Full Professional

Timeline

Personal Banker II

Wallis Bank
01.2024 - Current

E-Teller & IT Technical Support Specialist

Smart Financial Credit Union
01.2022 - 01.2024

Financial Relationship Associate

Regions
01.2014 - 01.2020

Lead Teller

Capital One
01.2011 - 01.2014

Associate of Arts - Business - Management

Houston Community College

Bachelor's - Business Administration – Management Information System

University of Houston-Downtown

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