Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
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Niki Patel

Orland Park,IL

Summary

Savvy Financial Specialist helping clients identify and achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Operational Processor

Badger Daylighting
08.2022 - Current
  • Follows procedures and engages customer for account data management and maintenance; creates, maintains, and updates data fields for efficient processing
  • Checks for duplicate/existing accounts, prior to initial set-up or reactivation of customers
  • Identifies hierarchies and ensures all fields are completed as required by process
  • Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents
  • Resolves complaints and data issues (such as invoice discrepancies) by investigating issues, making corrections, or referring non-standard complaints and issues to management; follows-through for optimal customer service experience
  • Supports field offices and customers as needed by support and administrative tasks (ex: researching customer data fields)
  • Enters, manages, and tracks purchase orders (POs) for rental equipment, as needed
  • Provides exceptional internal and external customer service in all interactions (phone, email, and face-to-face).
  • Process 100+ tickets and 10-40 credit/rebills everyday to support offices all over United States

Business Owner

Hegemon group international
03.2020 - Current
  • Certified financial professional, serving in all life products like life insurance, wills and trust, 401k roll over, IRA, estate planning, retirement planning and more
  • Recruit 3 individual and assist 16 families to understand their financial need and earned extra income.
  • Trained and motivated employees to perform daily business functions.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Optimized team hiring, training and performance.
  • Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals

Universal Banker

First Mid Bank And Trust
11.2020 - 07.2021
  • Created a quality service experience by ensuring resolution to customer needs and overall customer satisfaction
  • Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc
  • Participated in bank promotions, external community events, and promotional activities for example credit cards, wealth management card handout
  • 6-7 specific business account holders will only work with me as their banker for processing different cash, check and wire transaction, uploaded their statement of good standing on government websites.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.

Teller

First mid bank and trust
07.2020 - 11.2020
  • Service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, saving bonds, issuing money orders/cashier’s checks, and additional transactions upon request
  • Maintains cash drawer by keeping cash under $10,000 and performs daily branch operational balancing procedures
  • Counted millions of dollars for one specific client every week and logged all transactions carefully to avoid conflicts
  • Opening and closing branch procedure, monthly alarm system checking, processing ATM money ect.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.

Store Manager

C.D. One Price Cleaners
03.2019 - 10.2019
  • Engaged and interacted with customers to create positive shopping experiences and drive revenue growth by 10%
  • Managed vendor selection and relations to guarantee best pricing and on-time deliveries
  • Scheduled and led weekly store meetings for all employees to discuss sales, promotions and new inventory while providing platforms for all to voice concerns
  • Managed team of 15 people with doing their payrolls, filling their job by helping when they back up, days of, PTOs and much more
  • Delivered positive results by decreasing official and in official complaints to 0 and helped customers beyond my paycheck by fulfilling their needs in timely manner.

Salon Manager

Diva Salon
02.2016 - 03.2019
  • Trained and guided numbers of employees to maintain high productivity and performance metrics
  • Raised performance in areas of sale by 100%, management, and operations by identifying and targeting areas in need of improvement
  • Developed new store location from ground up by hiring and training efficient team and business from 0$/ day to $300-$500/day.

Store Manager

Big Champ
08.2015 - 12.2016
  • Rotated stock to ensure optimum appeal and minimize shrinkage
  • Handled 4 different vendors with orders of hundreds to thousands of dollars
  • Reconciled daily sales transactions to balance and log day-to-day revenue with Ruby
  • Minimized on-site cash with frequent deposits and high accuracy in predicting operations
  • Reviewed and monitored schedules, purchases, and other expenses to maintain payroll and profit.

Data Entry Operator

Capital Processors LLC
03.2015 - 08.2015
  • Maintained records by creating monthly reports, and performing chart audits
  • Processed 150+ invoices per week in QuickBooks for clients and scanned and file them electronically.
  • Completed data entry tasks with accuracy and efficiency.
  • Scanned documents and saved in database to keep records of essential organizational information.

Education

Bachelor of Arts - Business Administration With Finance

Governors State University
University Park, IL
08.2018

Bachelor of Science - Finance, Business, Principles of Finance

University of South Florida
Tampa, FL
12.2016

Bachelor of Science - Accounting

Shah Commerce College
Ahmedabad,india
07.2014

Skills

  • Microsoft Excel
  • Data Entry
  • Data Security and Validation
  • Business Administration
  • Oracle Business Intelligence
  • Payroll Operations
  • Financial Goal Planning
  • Certified Financial Planner
  • Financial Forecasting
  • Financial Services

Certification

  • Life Insurance Agent, - 2020 - present
  • Securities Industry Essential-

Languages

Gujarati
Native or Bilingual
Hindi
Native or Bilingual
English
Full Professional
Spanish
Limited Working

Timeline

Operational Processor

Badger Daylighting
08.2022 - Current

Universal Banker

First Mid Bank And Trust
11.2020 - 07.2021

Teller

First mid bank and trust
07.2020 - 11.2020

Business Owner

Hegemon group international
03.2020 - Current

Store Manager

C.D. One Price Cleaners
03.2019 - 10.2019

Salon Manager

Diva Salon
02.2016 - 03.2019

Store Manager

Big Champ
08.2015 - 12.2016

Data Entry Operator

Capital Processors LLC
03.2015 - 08.2015

Bachelor of Arts - Business Administration With Finance

Governors State University

Bachelor of Science - Finance, Business, Principles of Finance

University of South Florida

Bachelor of Science - Accounting

Shah Commerce College

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Niki Patel