Pranav S. Trivedi
Lansdale,PA
Summary
Hardworking and motivated professional with several years of experience and record of success in industry. Solid history balancing team performance, customer service targets and business objectives. Flexible hard worker ready to learn and contribute to team success. Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Owner/ Manager
Dairy Queen
Camp Hill, PA
08.2019 - Current
- Daily operations, Including Hiring, Training, Managing Inventory
- Marketing, Attracting new customers and increasing sales
- Financial Management, Budgeting, Accounting and Maximizing Profitability
- Strategic Planning with new business goals and Customer satisfaction
Personal Banker
Wells Fargo
Chalfont, PA
09.2016 - 01.2022
- Building and managing lifelong customer relationships
- Understanding customer's financial needs and showing them how to get the greatest possible value from our products and services
- Developing and maintaining relationships with Wells Fargo partners
Customer Service Rep
PNC
Hatboro, PA
07.2012 - 09.2016
- Provided banking services to 250 + customers per day, including handling cash, credit and check transactions
- Opened new money market accounts and educated customers about bank products
- Processed deposits, certified checks and cash advances up to 100,000
Education
Bachelor of Business Administration - Accounting, Finance
TEMPLE UNIVERSITY
Philadelphia, PA12.2015
Skills
- Microsoft Office
- MS Excel
- Fraud prevention
- Sales growth
- Wealth management
- Cross-selling and upselling
- Customer financing
- Customer satisfaction
Languages
English
Professional
Hindi
Professional
Gujarati
Professional
Affiliations
- TempleUniversity- Beta Alpha Psi, spring 2014
- VITA-Volunteer Income Tax Assistance January 2014-2015
Accomplishments
- Wells Fargo- Highest Caliber Service & Excellence Award 2019-2022
- PNC-AwardofEmployee Of the Month, August 2014 ●
- PNC-Excellent customer service, December 2013
Certification
- Service & Shift Lead Certification 2024
Timeline
Owner/ Manager
Dairy Queen
08.2019 - Current
Personal Banker
Wells Fargo
09.2016 - 01.2022
Customer Service Rep
PNC
07.2012 - 09.2016
Bachelor of Business Administration - Accounting, Finance
TEMPLE UNIVERSITY
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