Palwinder Kaur
Vacaville,CA
Summary
Ambitious banking professional extensively trained in bank leadership and branch operations. Highly detail-oriented professional ,successful at meeting and exceeding branch sales and customer service goals.
Overview
9
9
years of professional experience
Work History
Financial Center Assistant Manager
Bank Of America
07.2017 - Current
- Supervise, manage and coach financial center associates on the proper behaviors to meet client expectations.
- Responsible for day to day operational tasks i.e. cash management, vault & ATM servicing, cash counts.
- Ensure timely completion of regulatory compliance and training specific to sales and service responsibilities for all associates.
- Publish associate schedule weekly in compliance with state and federal requirement.
- Handle client escalations and complex transactional issues on daily basis.
- Assist client building relationships with the financial center by managing to set up the right accounts.
- Worked as a market champion for Digital Banking enrollment Initiatives.
Service Manager
Wells Fargo Bank, N.A.
Vacaville, CA
02.2016 - 07.2017
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Supervised and evaluated staff to help improve skills, achieve daily objectives.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Collaborated with tellers and personal bankers to exceed sales goals.
Customer Service Sales Representative/Personal Banker
Wells Fargo Bank, N.A.
Vacaville, CA
05.2013 - 02.2016
- Achieved consistent recognition as top sales performer.
- Worked closely with management to implement sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Balanced cash drawers and vault on daily basis.
- Presented new and additional products and services to existing customers.
Education
High School Diploma -
Punjab School Education Board
India 04.2002
Skills
- Financial Product Knowledge
- Branch management
- Sales expertise
- Cash Handling
- Revenue Generation
- Relationship building and management
- Teller auditing
- Banking operations knowledge
- Staff Management
Timeline
Financial Center Assistant Manager
Bank Of America
07.2017 - Current
Service Manager
Wells Fargo Bank, N.A.
02.2016 - 07.2017
Customer Service Sales Representative/Personal Banker
Wells Fargo Bank, N.A.
05.2013 - 02.2016
High School Diploma -
Punjab School Education Board
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