Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
PROFESSIONAL PROFILE
CORE QUALIFICATIONS
WORK AUTHORIZATION
Generic

Moulina Chakraborty

Pleasanton,CA

Summary

Intend to build a career in corporate world with committed and to involve in the growth of the organization where I can learn new things, utilizing my education and experience.

Professional consultant with track record of providing valuable insights and strategic solutions to diverse clients. Adept at leveraging analytical skills and industry knowledge to drive impactful outcomes. Known for fostering team collaboration and adapting to dynamic environments, ensuring project success and client satisfaction.

Knowledgeable with proven background in consulting, delivering strategic insights and effective solutions to clients. Successfully led multiple projects, enhancing operational efficiency and driving business growth. Demonstrated expertise in problem-solving and client relationship management.

Experienced with delivering strategic consulting services to enhance client business operations. Utilizes in-depth industry knowledge and analytical skills to identify and implement effective solutions. Track record of building strong client relationships and driving measurable results.

Consulting professional with strong track record in delivering impactful business solutions. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results.

Experienced and enthusiastic Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.

Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help businesses reach goals. Focused on introducing efficient systems and processes.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Client Relationship Consultant

US Bank National Association
10.2021 - Current
  • Led cross-functional teams to develop and implement strategic initiatives, enhancing operational effectiveness.
  • Analyzed market trends to provide actionable insights, influencing decision-making processes across departments.
  • Facilitated workshops to drive stakeholder engagement, aligning project goals with organizational objectives.
  • Developed comprehensive reports and presentations for executive leadership, summarizing performance metrics and strategic recommendations.
  • Mentored junior consultants on best practices in project management and client relations, fostering professional growth.
  • Streamlined processes through process mapping and workflow analysis, improving overall efficiency of service delivery.
  • Collaborated with clients to identify needs, designing tailored solutions that address specific business challenges.
  • Conducted risk assessments and developed mitigation strategies, ensuring alignment with industry standards and regulations.
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Managed client relationships through regular check-ins and updates on project progress.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Helped meet changing demands by recommending improvements to business systems or procedures.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Enhanced communication among team members to foster collaborative and supportive work environment.
  • Developed innovative strategies for clients, resulting in increased revenue and business growth.
  • Increased client satisfaction by developing comprehensive consulting strategies tailored to each business's unique challenges and objectives.
  • Transformed client digital strategies, leveraging cutting-edge technologies to enhance online presence and customer interaction.
  • Developed and maintained strong client relationships, ensuring high levels of satisfaction and repeat business.

Personal Banker (SAFE)

Wells Fargo Bank, Westgate Branch
11.2018 - Current
  • Experience of handling 13-15 customers per day.
  • Experience of assisting customers daily with opening accounts, resolving account issues, putting in special account instructions, making wire, handling stop payments and cross-selling products such as overdraft protection and round-up savings options
  • Experience in helping customers with loans, retirement planning and college planning
  • Taking over service side responsibilities whenever needed, maintaining top quality in front line coverage
  • Having great teamwork spirit to set and exceed sales goals for a diverse customer base
  • Ability to think critically and to work independently
  • Ability to handle situations under pressure with efficiency
  • Maintaining professional appearance and behavior for customers at all times
  • ATM Certified in Wells Fargo

Bank Teller

Wells Fargo Bank, West Gate Branch
12.2017 - 10.2018
  • Analyzed transaction trends to identify potential areas for process improvements and efficiency gains.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
  • Managed approximately 30 incoming calls, emails and faxes per day from customers.

Senior Branch Operations Associate (Sales & Support)

State Bank of India
06.2011 - 09.2017
  • Experience of handling 80-100 customers per day.
  • Experience of processing 25-30 transactions per hour effectively with extreme attention to detail and following procedures to minimize errors and reduce fraud.
  • Building relationships with high net worth individuals.
  • Advising companies on how to effectively use their money to grow their business.
  • Representing the Bank with local community.
  • Verifying customer data to detect and identify financial fraud.
  • Opening new bank accounts for individuals and also companies.
  • Responsible for cash management, processed number of transactions which include receiving and disbursing funds; posting deposits; cashing negotiable items; loan payment; account withdrawal; order cheques; complete payroll deductions and authorization forms and accept stop payment order.
  • Led cross-functional teams to optimize workflow and reduce turnaround times for service requests.
  • Analyzed operational data to identify trends and recommend strategies for performance enhancement.
  • Streamlined operations by implementing process improvements, enhancing efficiency across multiple departments.
  • Collaborated with management to design training programs, improving employee competency and productivity rates.
  • Coordinated interdepartmental communication, facilitating timely resolution of customer inquiries and issues.
  • Developed and maintained standard operating procedures to ensure compliance with regulatory requirements.

Administrative Associate

State Bank of India
03.2009 - 05.2011
  • Effectively managed multiple responsibilities in a busy environment and within a short time frame.
  • Proven ability to identify urgent tasks, ensuring they are prioritized and completed in a timely and accurate manner.
  • Managed daily administrative tasks to ensure smooth banking operations.
  • Supported customer inquiries by providing accurate information and resolving issues efficiently.
  • Coordinated appointment scheduling for branch meetings and client consultations.
  • Maintained organized filing systems for client documents and sensitive information.
  • Streamlined communication between departments to enhance workflow efficiency.
  • Developed training materials for new staff on operational procedures and tools.
  • Led initiatives to improve office processes, resulting in reduced turnaround times.
  • Mentored junior staff, fostering professional development and enhancing team performance.

Branch Operations Manager

HDFC Bank Ltd
04.2008 - 02.2009
  • Helped to grow customer base and bank revenue by introducing new customers and by up-selling and cross-selling of banking products.
  • Managed high customer satisfaction by effectively handling customer complaints and escalations.
  • Led branch operations to ensure compliance with banking regulations and internal policies.
  • Developed and implemented process improvements to enhance customer service efficiency.
  • Managed team performance through coaching, training, and regular feedback sessions.
  • Oversaw daily operational activities to maintain high service standards and productivity levels.
  • Monitored key performance indicators to track branch performance and drive continuous improvement efforts.
  • Collaborated with cross-functional teams to implement strategic initiatives aligned with organizational goals.
  • Analyzed workflow processes to identify areas for operational enhancements and cost reductions.

Education

Master of Science - Economics

Calcutta University
Kolkata, India
08.2006

Skills

  • Knowledge of foreign currency
  • Presentation & Sales skills
  • Knowledge of Fund Management
  • Risk Management & Evaluation
  • Ability to cross sell banking products/services as appropriate, using consultative sales techniques and clearly articulating features and benefits to members
  • Comprehensive understanding of client confidentiality
  • Methodical, disciplined & organized
  • Fluent in English, Hindi and Bengali (multi bilingual)
  • Working on Spanish language
  • Attention to detail
  • Problem-solving
  • Team leadership & development
  • Client relationships, engagement and rapport
  • Integrity and honesty
  • Analytical thinking
  • Issue resolution
  • Goal setting
  • Time management
  • Business analysis
  • Process optimization
  • Timeline development
  • Client requirements assessment
  • Subject matter expert
  • Decision-making
  • Excellent communication
  • Multitasking Abilities
  • Teamwork and collaboration
  • Business presentation
  • Active listening

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Certified Scrum Master from Scrum Alliance
  • Certification in QA Testing from Janbask Training.
  • California Notary Public Certified
  • Obtained JAIIB (Junior Associate of the Indian Institute of Bankers) certification conducted by Indian Institute of Banking & Finance (IIBF).
  • CAIIB (Certified Associate of the Indian Institute of Bankers) Exams conducted by Indian Institute of Banking & Finance (IIBF).
  • Certified in AML (Anti-Money Laundering)/KYC (Know Your Customer), IT Security and Prevention of Cyber Crime & Fraud Management.

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Bengali
Native or Bilingual

Timeline

Client Relationship Consultant

US Bank National Association
10.2021 - Current

Personal Banker (SAFE)

Wells Fargo Bank, Westgate Branch
11.2018 - Current

Bank Teller

Wells Fargo Bank, West Gate Branch
12.2017 - 10.2018

Senior Branch Operations Associate (Sales & Support)

State Bank of India
06.2011 - 09.2017

Administrative Associate

State Bank of India
03.2009 - 05.2011

Branch Operations Manager

HDFC Bank Ltd
04.2008 - 02.2009

Master of Science - Economics

Calcutta University

PROFESSIONAL PROFILE

  • Certified Scrum Master from Scrum Alliance
  • Certification in QA Testing from Janbask Training.
  • California Notary Public Certified
  • Master’s in Economics with 9.5+ years of banking experience including both private and nationalized banks.
  • Experience in Manual and Automated Testing for Software Quality Assurance (SQA).
  • Knowledgeable in Open-Source Automation Tools (Selenium, Agile, soapUI)
  • Familiar with Object-Oriented Programming in Java

CORE QUALIFICATIONS

  • Good communication skills including ability of people management.
  • Ability to navigate multiple computer systems, applications and utilize search tools to find information.
  • Ability to meet or exceed performance objectives, while fostering a team atmosphere.
  • Experience interacting positively with unsatisfied customers.
  • Effective organizational, multi-tasking and prioritizing skills.
  • Good attention to detail and accuracy skills.
  • Ability to work in a fast-paced action oriented environment.
  • Ability to identify potential fraud/risky accounts and take appropriate actions to prevent loss.

WORK AUTHORIZATION

Permanent Resident (Green Card Holder)

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