Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Piyali Basu

Piyali Basu

Plainsboro,USA

Summary

Results-driven Relationship Banker known for exceptional productivity and efficiency in task completion. Specialize in customer relationship management, financial advising, and risk assessment to deliver optimal banking solutions. Excel in communication, problem-solving, and adaptability, ensuring seamless client interactions and satisfaction.

Overview

21
21
years of professional experience

Work History

Relationship Banker

Fulton Bank
, NJ
12.2024 - Current
  • Drive proactive sales conversations by engaging in outbound campaign calls, scheduling appointments, and actively engaging customers in the lobby as well as during transaction processing.
  • Use digital tools to proactively demonstrate digital solutions to customers, with the goal to identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
  • Providing financial advice on products like checking and savings accounts, credit cards, mortgage.
  • Helping clients secure financial product.
  • Opening new memberships.
  • Achieving 2nd highest Credit Card Maker Award of the entire Norther- NJ District of 2025.

Sales and Service Specialist

Fulton Bank
, NJ
08.2021 - 11.2024
  • Assists clients with various queries and concerns related to their accounts and bank product.
  • Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
  • Assists clients with transaction needs and accurately perform Teller Transactions in accordance with bank policies and procedure, issues negotiable instruments, complete Currency Transaction Reports when applicable and adheres to all audits, assessment and compliance policies/procedures and standards.
  • Like to solve problems and am always ready to resolve customer’s issues.
  • Opens new accounts, credit cards and performs related servicing activities.
  • Processed daily client transactions, include deposits, withdrawals, money transfers, loan payments and selling cashier’s checks.
  • Responsible for compliance with applicable regulations, operational and security policies and procedures and all risk management elements associated with the position and defined by management.
  • Manage risk by maintaining compliance with applicable regulations and Bank policies and procedures, while demonstrating sound judgment within established limits.
  • Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
  • Highest Fee income Sales & Service Specialist, August 2021.

Customer Service Representative

Kohl’s
, NJ
07.2017 - 07.2021
  • Providing excellent quality customer service, helping customers to fulfill their requirements, help to process customer’s applications, give them end to end service.
  • I am the key player who always helps the Company to achieve goals.
  • Handle customer’s inquiries, complaints, billing inquiries, payment requests.
  • Manage a high-volume workload.
  • Provide customer accurate information about client products, services and educate them how to use the services.
  • Handling the customer calls, despite the degree of difficulty, in a courteous and business-like fashion.
  • Adhering to company’s attendance, punctuality, meal, and rest break requirements.
  • Maintaining concentration and focus to meet the performance goals.

Administrative Assistant

Calcutta Electric Supply Corporation Ltd
Kolkata, India
04.2004 - 03.2013
  • Tele Marketing
  • Reception Area Management
  • Filing, faxing, copying, and mailing
  • Scheduled and coordinate meeting and travel arrangements for supervisors and managers.
  • Package deliveries
  • Microsoft Word, Excel, and PowerPoint (All Microsoft Office Tools)
  • Organized
  • Flexible
  • Personable and Good Customer Servicing ability

Education

Bachelor’s in science - Honors

University of Calcutta
India

Professional Diploma -

NIIT Academy

Skills

  • Reliable
  • Detail Oriented
  • Personable
  • Team Player
  • Digital solutions
  • Financial advising
  • Transaction processing
  • Problem solving
  • Time management
  • Cash handling
  • Customer financing
  • Teller background
  • Customer Service-oriented
  • Relationship building and management
  • Loans
  • Financial services
  • Teller support

Languages

  • English
  • Hindi
  • Bengali

Timeline

Relationship Banker

Fulton Bank
12.2024 - Current

Sales and Service Specialist

Fulton Bank
08.2021 - 11.2024

Customer Service Representative

Kohl’s
07.2017 - 07.2021

Administrative Assistant

Calcutta Electric Supply Corporation Ltd
04.2004 - 03.2013

Bachelor’s in science - Honors

University of Calcutta

Professional Diploma -

NIIT Academy

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