Summary
Overview
Work History
Education
Skills
Awards
Hobbies
Languages
Timeline
Generic

Nischal Singh

Sacramento,CA

Summary

Dedicated banking professional with over 10 years of experience in fostering strong client relationships and delivering exceptional customer service. Skilled in understanding client needs and providing tailored financial solutions to satisfaction. Committed to building trust and maintaining long-term partnerships, contributing to overall business growth and client retention.

Overview

13
13
years of professional experience

Work History

Client Relationship Consultant 4

U.S. Bank
07.2021 - Current
  • Builds and fosters relationships with consumer and business clients through proactive outreach and follow up, asking questions and learning about their financial needs
  • Identify solutions for new and existing clients based on their needs by engaging and communicating with clients
  • Proactively educate clients on self-serve digital products to optimize the client experience
  • Open new consumer and business accounts, complete service request and submit credit applications. Experienced and knowledgeable in Trust, Estate, Rep Payee and Non-Profit entities
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients
  • Managed client relationships through regular check-ins and updates

Sales Consultant

Hilltop Ford-Kia
01.2021 - 07.2021
  • Identifying sales opportunities for clients and overseeing a portfolio of existing clients
  • Determine client needs and offer solutions to those needs through the company's products and services

Relationship Manager & Small Business Specialist

Bank of America
03.2017 - 10.2020
  • Assist clients to reach their financial goals with an emphasis on business relationships through maintaining quality services for all customers, and monitoring relationships profitability to drive revenue growth
  • Work with existing and prospective clients to create financing strategies for the development of new businesses
  • Facilitate consumer options in product sales and recommendations to improve their financial lives for immediate and future needs
  • Collaborate with businesses to better understand and plan their financial goals, analyzing how the company's current products and services can aid them in long-term growth opportunities
  • Partner with the sales leadership and development team to execute a comprehensive sales package to increase company revenue
  • Provide exceptional customer and peer services, mentoring several employees, and ensuring fast, friendly and professional service
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service

Guest Service Team Lead/Manager

Target
11.2014 - 03.2017
  • Provided leadership support for all service needs by utilizing exceptional management and problem-solving skills while working in a fast-paced environment, demonstrating the ability to remain flexible to improvise and meet sales goals
  • Engage in consistent, meaningful development conversations with associates to provide great customer service within the Company and Front of Store Attendant management
  • Developed and implemented the employee onboarding process, created a work-flow process for the front end, and managed a team of over 30 members
  • Evaluated performance, gave frequent feedback, prepared and conducted reviews, and made corrections, recommendations when appropriate
  • Responded to incoming guests, telephone calls, and email inquiries with efficiency and professionalism
  • Investigated guest challenges and sources of dissatisfaction to offer resolutions

Driver/Part-Time Manager

Round Table Pizza
06.2011 - 11.2014
  • Customer service in the food industry as well as delivery services while working in a fast-paced environment
  • Promoted as a weekend part-time manager and assumed responsibilities of opening and closing of the restaurant
  • Delivered goods and products to customer on time and in excellent condition

Education

Bachelor of Science - Criminal Justice

CSU East Bay
Hayward, CA
08.2013

General Education -

Diablo Valley College
Pleasant Hill, CA
06.2010

Skills

  • Creative and proactive personality
  • Problem-solving
  • Training and Development
  • Technology
  • Management
  • Leadership
  • Client Relationships
  • Sales Strategy Development
  • Communication Skills
  • Microsoft Office Suite (Excel, PowerPoint, Word)

Awards

  • Certificate of Excellence (Bofa)

-179.9% Deposit and Credit Balance Growth Revenue.

-112% Stair Step Revenue Growth

Hobbies

  • Health and Fitness Advocate
  • Sports Enthusiast
  • Traveling
  • Visiting National Parks
  • Hiking and Outdoor activities
  • Cooking and BBQ


Languages

Punjabi

Timeline

Client Relationship Consultant 4

U.S. Bank
07.2021 - Current

Sales Consultant

Hilltop Ford-Kia
01.2021 - 07.2021

Relationship Manager & Small Business Specialist

Bank of America
03.2017 - 10.2020

Guest Service Team Lead/Manager

Target
11.2014 - 03.2017

Driver/Part-Time Manager

Round Table Pizza
06.2011 - 11.2014

General Education -

Diablo Valley College

Bachelor of Science - Criminal Justice

CSU East Bay

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Nischal Singh