Prasanna Gopalakrishnan
Haslet,TX
Summary
Proven leader in financial services, adept at relationship building and management, with a track record of enhancing client satisfaction, skilled in financial advising and cash handling, demonstrating a commitment to excellence, and a knack for problem-solving.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
Fort Worth, Texas
08.2024 - Current
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Used customer and bank records to investigate and correct errors upon customer request.
- Identified financial needs of customers and presented appropriate product and service options.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
Account Manager
Intelliaura Technology solutions Pvt Ltd
Coimbatore, Tamilnadu
11.2020 - 02.2024
- Prepared monthly financial statements for each account.
- Conducted reconciliations between the general ledger and bank accounts to ensure the accuracy of financial information.
- Processed invoices and payments, resulting in an increase in accounts receivable collections.
- Investigated and solved payroll-related issues, including discrepancies, errors, and employee inquiries, resolved client issues, and ensured client satisfaction.
- Renewed existing accounts by building relationships with clients.
Branch Manager
ICICI Bank
Madurai, TamilNadu
11.2006 - 10.2013
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Conducted periodic audits to ensure compliance with applicable bank policies, guidelines, and regulations related to operations, loan disbursement, internal control testing, and external audit reviews for corrective measures, resulting in no major non-compliance issues.
- Authorize any transaction postings, such as exceptions on postings and reversals of charges.
- Investigate, monitor, and review the high-risk and other customer profiles, accounts for suspicious activity or transactions, to ensure compliance with AML regulations.
Education
MBM - Banking And Finance
Madurai Kamaraj University
Madurai, TN04-2002
Bachelor of Arts -
The American College
Madurai TamilNaduSkills
- Financial Accounting
- General Ledger
- GAAP Standards
- SOX audit controls
- Statements
- Salesforce CRM
- Data Analysis
- Internal Audit Reviews
- Loan processing
- Transaction processing
- Payroll
- Account reconciliation
- Financial Analysis
Certification
- CSM - Certified Scrum Master - Alliance Scrum
Timeline
Relationship Banker
Bank of America
08.2024 - Current
Account Manager
Intelliaura Technology solutions Pvt Ltd
11.2020 - 02.2024
Branch Manager
ICICI Bank
11.2006 - 10.2013
MBM - Banking And Finance
Madurai Kamaraj University
Bachelor of Arts -
The American College
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