Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Preethi Pears

McKinney,USA

Summary

Customer-focused and detail-oriented professional with over 19 years of experience in Corporate Banking, Financial Services, and Healthcare Operations. Skilled in client onboarding, documentation, vault and teller operations, and cross-functional collaboration. Proven ability to manage sensitive information, lead teams and projects, and deliver exceptional client service in high-volume, high-stakes environments. Self-motivated banking professional offering strong communication and quick-thinking skills. Works productively on teams as well as independently in fast-paced environments.

Overview

20
20
years of professional experience

Work History

Teller & Vault Custodian

PNC Bank
Richardson, TX
03.2024 - Current
  • Handle teller operations and full vault management, ensuring accurate cash handling and reconciliation.
  • Process customer deposits, withdrawals, payments, and other financial transactions.
  • Ensure compliance with internal controls and banking regulations.
  • Deliver exceptional service, addressing customer needs with professionalism, and accuracy.
  • Support branch audits and cash management.
  • Ensure that branch operational weekly and monthly activities are completed.

Lead – Corporate Banking

Tata Consultancy Services
Chennai
07.2010 - 07.2023
  • Delivered end-to-end client onboarding and account services for a U.S.-based global bank.
  • Advised corporate clients on documentation and compliance across multiple jurisdictions.
  • Spearheaded high-impact projects and liaised with senior management.
  • Collaborated globally to simplify account opening and servicing for multinational clients.
  • Trained and mentored junior staff; cross-trained team on regional requirements.
  • Managed confidential data and supported internal audits and reporting.

Group Leader – Medical Billing

Technosoft Global Services Ltd
03.2009 - 06.2010
  • Handled Healthcare Medical Billing Process for USA based client.
  • Responsible for Teams Production, Quality and MIS.
  • Handled team of 20+ members
  • Handled both Hospital Billing & Physician Billing.
  • Ensured proper follow-up with insurance companies to timely close the claims.
  • Accountable for aged and special projects which are directly reported to the senior management.

Team Leader – Sales & Healthcare Processes

Ceequence Technologies Pvt Ltd
Chennai
02.2005 - 03.2009
  • Managed teams for UK mobile sales campaigns and U.S. healthcare support projects.
  • Ensured target achievement and maintained process documentation.

Education

Bachelor of Commerce - Accounting and Finance

University of Madras
Chennai, India
05.2005

Skills

  • Retail and Corporate Banking
  • Vault & Cash Management
  • Client Onboarding & Documentation
  • Customer Service & Relationship Management
  • Project & Team Leadership
  • Microsoft Office
  • Healthcare Billing
  • Effective communication

Accomplishments

  • Have been a receiver of Teller incentives for 2 quarters in a row for achieving highest CXI survey score.

Languages

English
Full Professional
Tamil
Native/ Bilingual

Timeline

Teller & Vault Custodian

PNC Bank
03.2024 - Current

Lead – Corporate Banking

Tata Consultancy Services
07.2010 - 07.2023

Group Leader – Medical Billing

Technosoft Global Services Ltd
03.2009 - 06.2010

Team Leader – Sales & Healthcare Processes

Ceequence Technologies Pvt Ltd
02.2005 - 03.2009

Bachelor of Commerce - Accounting and Finance

University of Madras