Parul Singh

• Open consumer/business checking and savings accounts and CD’s
• Open specialty accounts like Estates and Trust.
• HELOC, Personal Loan, Line of Credit and Credit card.
• Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
• Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
• Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
• Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
• Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
• Exceeded sales goals in total needs met on consistent basis.
• Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
• Assisted clients in navigating challenging economic climates by offering sound financial advice and guidance.
• Identified potential risks in loan applications, implementing thorough due diligence procedures to protect the bank''s interests.
• Stayed up-to-date with industry trends and regulatory changes, ensuring compliance across all banking activities.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Discussed financial options with clients and provided informed suggestions.

• Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
• Processed customer transactions promptly, minimizing wait times.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
• Educated customers on use of banking website and mobile apps.
• Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
• Identified sales opportunities and referred customers to branch partners in financial services.
• Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
• Stocked supplies for customers and personal teller station.
• Maintained friendly and professional customer interactions.
• Handled various accounting transactions.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

• Direct the team's focus, set goals, look at data, motivate and help create training opportunities. Work with large profile customers or with customer complaints, analyze budgets, and determine ways to streamline and improve the sales process.
  
• Achieving growth and hitting sales targets by successfully managing the sales team. Designing and implementing a strategic sales plan that expands company's customer base and ensure it's strong presence. Managing recruiting, objectives setting, coaching and performance monitoring of sales representatives.

Duties: 

Building and maintaining relationships with clients and key personnel within customer companies. Conducting business reviews to ensure clients are satisfied with their products and services. ... Achieving client relationship targets and KPI's as set by the Head of Sales.