Summary
Overview
Work History
Education
Skills
Timeline
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PARVEEN KAUR

Camarillo,CA

Summary

Experienced financial professional with comprehensive background in the payment processing industry. Proven track record of optimizing transaction workflows, continuous process improvement, and enhancing operational efficiency. Adept at analyzing financial data, identifying trends, and developing strategies to minimize risk and maximize revenue. Excellent communicator skilled in collaborating with cross-functional teams, optimizing payment solutions to meet diverse business needs and deliver exceptional client experience.

Overview

12
12
years of professional experience

Work History

Operations Manager, Customer Success

Paysafe
11.2021 - Current
  • Played instrumental role in client satisfaction by working with operational and sales teams for proper resolution of service issues and new customer attrition
  • Facilitated penetration of key accounts via strategic planning initiatives to generate revenue.
  • Maintaining a deep understanding of payment processing products and services to effectively drive desired outcomes for the business.
  • Partnered with vendors and suppliers to effectively manage and budget.
  • Monitored metrics and developed actionable insights to improve efficiency and performance.
  • Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
  • Identifying and targeting potential clients, establishing new business relationship, and expanding the customer base.
  • Devised processes to boost long-term business success and increase profit levels.

Senior Customer Success Manager

Wells Fargo Bank
01.2014 - 10.2021
  • Managed day to day operations for a branch with $500MM in deposits and 30,000 monthly transactions.
  • Responsible for the growth, development and performance of a high value banking locations.
  • Achieved 115% of the branch goals in sales and service by collaborating with partners and deploying meaningful action plans.
  • Promoted and led digital engagement initiatives district wide and increased the digital strategy by 50%.
  • Developed and implemented a regional mentorship program that resulted in increased performance, engagement, and career advancement of employees
  • Accelerated branch operational efficiency through re-organization of records and documentation, optimizing internal policies, and conducting regular team member observations.
  • Recognized as a region leader in managing and minimizing regulatory risks, limiting losses, and promoting growth.
  • Managed QA program including on site evaluations, internal audits and customer surveys.

Operations Supervisor

Wells Fargo Bank
05.2012 - 12.2013
  • Successfully conducted process improvement exercises to improve quality and performance of the banking team
  • Directed and Coordinated team activities involving sales, product knowledge, and customer service
  • Responsible for assisting management with staffing, scheduling, training, and performance evaluations, resulting in increased productivity
  • Reviewed and analyzed daily management reporting such as customer surveys, risk management alerts and affluent customer segmentation
  • Enforced regulatory compliance and company policies to improve workplace and employee safety and readiness.
  • Processed inbound and outbound shipments with high accuracy and efficiency by effectively directing associate teams and managing inventory processes.

Education

MBA - Management & Leadership

University of La Verne
La Verne, CA
2020

Bachelor of Arts - Psychology

California State University - Channel Islands
Camarillo, CA
2017

Skills

  • Driving Growth and Revenue
  • Strategic Partnership Management
  • Process Improvement
  • Strategic Planning
  • Project Management
  • Risk Management
  • Data Analysis
  • Metrics and KPI's
  • Portfolio Management
  • Customer Advocacy

Timeline

Operations Manager, Customer Success

Paysafe
11.2021 - Current

Senior Customer Success Manager

Wells Fargo Bank
01.2014 - 10.2021

Operations Supervisor

Wells Fargo Bank
05.2012 - 12.2013

MBA - Management & Leadership

University of La Verne

Bachelor of Arts - Psychology

California State University - Channel Islands

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PARVEEN KAUR