Summary
Overview
Work History
Education
Skills
Timeline
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Sonali Mahadkar

Newburgh,NY

Summary

Dynamic finance professional with proven expertise at Bank of America, excelling in customer service and relationship building. Demonstrated leadership in operations at Subway, enhancing team productivity and managing complex financial tasks. Skilled in problem-solving and effective communication, consistently delivering tailored banking solutions to meet client needs.

Overview

18
18
years of professional experience

Work History

Relationship Banker

Bank of America
New Windsor, NY
08.2022 - Current
  • Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
  • Adhering to bank compliance standards to keep customer information safe, and reduce risk.
  • Built long-term relationships with customers by providing personalized service and support.
  • Assisted customers in opening new checking and savings accounts, business accounts, and credit applications, as well as account maintenance and other banking services.
  • Identified customers' financial needs through conversations, and offered appropriate banking products to meet their needs. Leveraged digital platform solutions to enhance the client experience.
  • Processed everyday teller transactions accurately, such as deposits, withdrawals, and payments, following risk framework and compliance requirements.
  • Performed proactive outreach with clients to provide support and to pursue new business opportunities.
  • Worked effectively in team environments to make the workplace more productive.

Manager (Operations)

Subway
Montgomery, NY
01.2007 - 08.2022
  • Working at Subway, I handled all daily operations of the business, with a focus on the following.
  • Customer Service.
  • Employee management.
  • Employee Hiring and Training
  • Scheduling
  • Payroll
  • Daily, Weekly, Monthly Reporting.
  • Inventory management.
  • Inventory cost control.
  • Cash register management.
  • Banking
  • Accounts payable and receivable.
  • Product Promotions.

Education

Degree - Bachelors in Commerce (Accounts and business management)

Mumbai University
Mumbai, India
01.2000

Diploma -

Janata Vidyalaya
Mumbai, India
01.1997

Skills

  • Effective communication
  • Teamwork
  • Responsibility
  • Creativity
  • Problem solving
  • Leadership
  • Reliability
  • People's skills

Timeline

Relationship Banker

Bank of America
08.2022 - Current

Manager (Operations)

Subway
01.2007 - 08.2022

Degree - Bachelors in Commerce (Accounts and business management)

Mumbai University

Diploma -

Janata Vidyalaya

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Sonali Mahadkar