Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Hi, I’m
Parimita Behera
Royesford,PA
Summary
Overview
20
years of professional experience
Work History
PNC Bank
Universal Banker
06.2022 - 09.2023
Job overview
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Boosted sales revenue by identifying customer needs and recommending appropriate products or services.
- Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
- Increased customer satisfaction by addressing and resolving complex issues effectively.
- Managed high call volume, ensuring timely response and effective resolution to all customer concerns.
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Maintained high levels of customer retention with proactive relationship-building strategies.
- Contributed to positive team culture, driving motivation and productivity among peers.
- Delivered exceptional service by consistently meeting or exceeding performance metrics for quality, speed, and accuracy.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Collaborated with cross-functional teams to optimize the overall customer experience.
- Enhanced team performance, providing continuous training and support to new and existing representatives.
- Utilized CRM software for accurate record-keeping and easy access to pertinent client information during calls.
- Provided comprehensive feedback on customer interactions, contributing to ongoing process improvements within the department.
- Presented professional image consistent with company's brand values.
- Built relationships with customers and community to promote long term business growth.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Served customers with knowledgeable, friendly support at every stage of purchasing.
Lidl
Cashier
02.2022 - 05.2022
Job overview
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items, and join reward programs.
- Maintained a clean and organized workspace, promoting a positive shopping experience for customers.
- Provided excellent service through active listening skills, addressing customers'' needs effectively .
- Greeted all customers warmly to build welcoming and positive atmosphere within store.
- Enhanced customer satisfaction by providing efficient and accurate cash handling services.
- Trained new employees on company policies, register operations, and effective communication techniques with customers.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Balanced cash drawer at the end of each shift, ensuring accuracy and accountability.
Karvy Stock Broking
Personal Finance Representative
07.2003 - 10.2005
Job overview
- Analyzed market trends to recommend sound investment strategies for clients'' portfolios.
- Cultivated strong relationships with clients, resulting in an expanded referral network and new business opportunities.
- Served as a trusted advisor to both individuals and small businesses seeking financial support during challenging economic times.
- Streamlined the loan application process for faster approval rates and increased client retention.
- Increased sales of financial products through effective relationship management and targeted marketing efforts.
- Maintained a high level of industry knowledge through continuous professional development courses and certifications.
- Collaborated with cross-functional teams to develop customized financial products and services tailored to individual client needs.
Education
Montgomery Community CollegeBlue Bell, PA
Certification from Accounting
12.2020
University Overview
CourseraOnline
Certification from Financial Marketing
09.2020
University Overview
SASMIRAMumbai,India
Post Graduate Diploma in Apparel & Merchandising from Marketing, Accounting, Supply Chain
07.2008
University Overview
Sambalpur UniversitySambalpur,India
Bachelor of Arts from Psychology, Statistics, Education
07.2004
University Overview
Skills
- Branch operations
- Cash handling proficiency
- Electronic Funds Transfer
- Customer Needs Assessment
- Financial product knowledge
- Payment Processing
- Loss Prevention
- Relationship Building
- Educating clients
- Audit Support
- Product Promotion
- Operations understanding
- Building customized solutions
- Documentation skills
- Staff Training
- Goal Planning
- Qualifying Customers
- Wealth Management
- Financial Planning
- Wire Transfers
- Developing customer relationships
- Meeting Sales Goals
Languages
English
Full Professional
Timeline
Universal Banker
PNC Bank
06.2022 - 09.2023
Cashier
Lidl
02.2022 - 05.2022
Personal Finance Representative
Karvy Stock Broking
07.2003 - 10.2005
Montgomery Community College
Certification from Accounting
Coursera
Certification from Financial Marketing
SASMIRA
Post Graduate Diploma in Apparel & Merchandising from Marketing, Accounting, Supply Chain
Sambalpur University
Bachelor of Arts from Psychology, Statistics, Education
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