Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
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NEETU REKHI

Loan processor
San Jose,CA

Work Preference

Desired Job Title

Client Relationship Consultant IIRelationship BankerPPP Loan Forgiveness Client Service RepresentativeFinancial Sales AdvisorUniversal Banker

Work Type

Full TimePart Time

Location Preference

RemoteHybridOn-Site
Location: San Jose, CA, US
Open to relocation: Yes

Summary

Dynamic professional with expertise in customer service and team leadership. Proficient in conflict resolution, employee training, and performance management. Committed to enhancing customer experiences through effective problem-solving and operational support.

Overview

17
17
years of professional experience

Work History

Client Relationship Consultant II

U.S. Bank
San Jose, CA
07.2021 - Current
  • Delivered high-quality customer service by efficiently resolving complex client inquiries and issues
  • Act as a point of escalation for customer concerns, ensuring timely and satisfactory resolution
  • Trained and supported team members on service standards, policies, and procedures to enhance service delivery
  • Monitored customer interactions to identify and implement opportunities for improved service quality and satisfaction
  • Collaborate with internal teams to ensure seamless service delivery and issue resolution
  • Maintain accurate records and support reporting needs for daily operations
  • Support scheduling and workflow coordination to meet service demands

Relationship Banker

Bank of America
Los Gatos, CA
02.2019 - 06.2022
  • Resolved customer complaints, enhancing client satisfaction and retention
  • Handled customer inquiries regarding accounts, services, and transactions, ensuring accurate information delivery
  • Delivered prompt, friendly, and accurate customer service in a high-volume environment, contributing to positive customer experiences
  • Ensured compliance with company policies and procedures
  • Assisted in onboarding and training new employees

PPP Loan Forgiveness Client Service Representative

Bank of America
San Jose, California
03.2020 - 07.2021
  • Managed high-volume customer inquiries, providing expert support on loan forgiveness processes to ensure customer understanding.
  • Engaged with customers to improve their experience and expedite turnaround time on loan forgiveness requests.
  • Resolved documentation issues, maintaining compliance with regulations to safeguard customer interests.
  • Maintained accuracy and attention to detail in case handling across various banking transactions.
  • Delivered excellent customer service to clients during all banking interactions.

Financial Sales Advisor

BBVA Compass
Campbell, CA
07.2015 - 03.2016
  • Analyzed client financial needs and developed tailored solutions.
  • Advised clients on investment strategies and financial products.
  • Educated clients on banking services and product features to support informed decision-making
  • Delivered consultative customer service and built long-term client relationships
  • Built and maintained strong client relationships through regular communication.
  • Exceeded performance goals while maintaining high service quality standards
  • Collaborated with internal teams to enhance customer experience through streamlined processes
  • Collaborated with team members to enhance service delivery and efficiency.
  • Assisted clients with account management and transaction inquiries.
  • Evaluated company department goals and objectives with reference to sales revenue and profit targets.
  • Assisted department managers with financial and budget planning while providing training on financial aspects of sales process.

Universal Banker

U.S. Bank
Mountain View, CA
05.2014 - 05.2015
  • Supported daily customer service operations and resolved account-related issues
  • Collaborated with team members to streamline branch operations, enhancing overall customer service delivery.
  • Maintained compliance with banking regulations and internal policies diligently.
  • Supported training of new staff on operational procedures and customer service standards.
  • Processed deposits, withdrawals, loan payments and other financial transactions.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
  • Answered telephone inquiries regarding account balances, fees or general information.
  • Provided customer service to clients by answering questions, resolving complaints and processing transactions.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Verified customer identity through driver's license or other forms of identification.
  • Advised customers on how to use mobile banking applications effectively.
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Assisted customers with online banking setup and troubleshooting issues.
  • Executed sales strategies by upselling and cross-selling banking products, contributing to revenue growth.
  • Conducted outbound calls to follow up on leads generated from marketing campaigns.
  • Maintained records of customer interactions and transactions in accordance with bank policies.
  • Researched account discrepancies or errors identified during audits or reviews.
  • Cultivated relationships with business owners, effectively promoting commercial banking services and driving client engagement.
  • Received incoming wires from other financial institutions into customer accounts.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Provided guidance on establishing automatic transfers between various accounts.
  • Assisted customers by answering banking questions and recommending solutions.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Completed daily cash balancing and operated ATMs.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Achieved or exceeded personal sales goals on a consistent basis.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Tracked payments, account updates and customer interactions.
  • Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.

Bank Teller

Capital One
Long Island, NY
10.2007 - 06.2008
  • Processed transactions accurately and provided excellent front-line customer service
  • Addressed customer concerns and ensured positive experience
  • Promoted bank services to enhance customer engagement.
  • Collaborated with team members to improve service delivery.
  • Handled customer complaints professionally and resolved issues promptly.
  • Trained new tellers on operational procedures and customer service skills.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Responded and assisted customers with account inquiries and updates.
  • Identified customer financial needs and offered tailored financial products to meet their goals.
  • Researched customer inquiries regarding their accounts using internal banking systems.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Achieved sales goals by proactively promoting bank products and services during customer interactions.
  • Took on additional shifts during busy periods to minimize staffing shortages.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Prepared reports on transaction activity for management review.
  • Cross-sold bank products such as savings accounts and credit cards to existing clients.
  • Maintained accurate records of all financial transactions.
  • Delivered exceptional service to customers in person or over telephone.
  • Trained employees on cash drawer operation.
  • Directed specific questions to appropriate branch personnel.
  • Identified transaction errors when debits and credits did not balance.
  • Ensured facility security by monitoring customer behaviors and adhering to established protocols.

Administrative Assistant

Punjab Technical University
, India
07.1998 - 06.2005
  • Managed administrative operations, reporting, and internal coordination
  • Managed scheduling and coordination of meetings for faculty and staff.
  • Coordinated scheduling of meetings, managing room reservations, catering, and technical setup for effective execution.
  • Facilitated team communication and streamlined productivity processes.
  • Assisted in preparing and organizing departmental documents and reports.
  • Supported the implementation of administrative procedures to enhance efficiency.
  • Maintained office supplies and inventory for daily operations.
  • Maintained office supplies inventory by checking stock to determine inventory level.
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Composed letters, memos, reports, emails, and presentations for management staff.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Developed and maintained filing systems for confidential documents and records.
  • Updated system to organize office documentation, maximizing efficiency and increasing productivity.
  • Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
  • Planned and executed events and workshops to advance academic initiatives at the university.
  • Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
  • Provided product shipment logistical support and quality control by coordinating with vendors, resulting in increased revenue.
  • Drove customer feedback to deliver information to management for corrective action.
  • Answered questions from customers regarding products and services offered by the company.

Education

Bachelor's Degree - Computer Science and Engineering

Punjab Technical University
India
06-2005

Skills

  • CRM systems expertise
  • Customer service leadership
  • Satisfaction management
  • Retention strategies
  • Process improvement
  • Team supervision
  • Training and coaching
  • Conflict resolution
  • Escalation management
  • Performance management
  • Cross-functional collaboration
  • Problem resolution

Timeline

Client Relationship Consultant II

U.S. Bank
07.2021 - Current

PPP Loan Forgiveness Client Service Representative

Bank of America
03.2020 - 07.2021

Relationship Banker

Bank of America
02.2019 - 06.2022

Financial Sales Advisor

BBVA Compass
07.2015 - 03.2016

Universal Banker

U.S. Bank
05.2014 - 05.2015

Bank Teller

Capital One
10.2007 - 06.2008

Administrative Assistant

Punjab Technical University
07.1998 - 06.2005

Bachelor's Degree - Computer Science and Engineering

Punjab Technical University

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NEETU REKHILoan processor