Puja Jani
San Jose
Summary
A highly focused and quality-conscious professional with excellent qualifications as a client service representative. Combines outstanding communication skills with demonstrated problem-solving talents. Resourceful and adaptable, capable of maintaining precision in all work performance. Self-motivated, highly disciplined and dedicated to producing quality results. Consistently meets or exceeds professional objectives within strict time and budget constraints. Viewed as an ethical team player. Always committed to delivering exceptional customer service and consistent performance. Known for strong organizational abilities and attention to detail.
Overview
10
10
years of professional experience
Work History
Operations Assistant
OnTrac Logistics
San Jose, CA
11.2023 - Current
- Responsibilities include all warehouse operations including offloading and sorting incoming packages for distribution and/or prepare outgoing freight for delivery. Offloading all inbound freight for distribution and sort packages according to destination by sort code. Unload trucks and sort packages with their delivery zip code.
- Inspect packages to make sure they are safe for truck transportation.
- Regularly lift, push, pull and move items averaging 50 pounds and occasionally up to 75 pounds.
Vault Room Associate
VTA Revenue Services
Santa Clara, CA
03.2024 - 03.2026
- Responsibilities include sorting and preparing cash and coin fare revenue for daily bank deposit; operating and performing minor maintenance on sorting and counting equipment; maintaining related records; and perform related duties as assigned.
- Empties cash receivers; unfolds and flattens paper currency; operates and monitors sorting and counting equipment to sort and account for cash and coin fare revenue, including revenue from light rail operations.
- Seals, tags, weighs, and moves bank deposit bags up to 50lbs, secures bags awaiting daily pick up by armored car for delivery to bank.
- Prepares cash and coin counts and daily summary revenue reports, including detailed reports on light rail system revenue; prepares and maintains other related records.
- Refills change boxes for light rail ticket vending machines; balances the change box ledger; and uses computer to reinitialize coin and bill vaults and change hoppers for light rail; Maintains and balances the light rail ledger account.
- Separates and counts fare tickets and tokens.
- Operates token bagging machine; boxes, seals, and labels bagged tokens into inventory using computerized materials management system.
- Performs minor maintenance on coin and currency counting machines and token packaging equipment.
- Completes monthly safety inspection to ensure compliance with VTA regulations.
Revenue Services Associate: CSR Utility
City of Mountain View
Mountain View, CA
08.2024 - 03.2025
- Ability to learn the City’s fee schedules for licenses and permits and utility rate schedules; maintain basic records of receipts and disbursements; count cash and make change accurately and quickly; deal effectively with the public in a professional manner; explain license and permit application procedures and City fees; learn department procedures and policies related to receipt of cash; establish and maintain effective working relationships with those contacted in the course of work; perform general clerical tasks.
- Accept and process payments for a variety of transactions such as utility bills, business licenses, invoices, fees, permits, taxes, rents and leases, department transmittals, bus passes, etc.
- Organize and balance all payments of various types and identify where payments with incomplete information should be posted. Track payments/transactions as needed.
- Process petty cash (advances and reimbursements).
- Summarize and reconcile daily cash, check, and credit card transactions and balance cash drawer daily.
- Answer telephone and e-mails to respond to customer’s questions and concerns.
- Answer complaints concerning utility services and business licenses or refer to appropriate staff.
- Operate computer terminal and system software for input and retrieval of information.
- Process applications and inquiries concerning business licenses.
- Process utility service orders and answer inquiries concerning utility services and bills.
- Knowledge of: Basic bookkeeping procedures; basic English and arithmetic; cash and telephone call handling; modern office procedures, methods, and computer equipment, which includes the Microsoft Office Suite and ability to find applicable information on the Internet.
Cage Cashier/Teller
Casino M8trix
San Jose, CA
03.2023 - 03.2024
- Responsible for chip and cash transactions, even exchanges, and all money services provided to customers and employees.
- Balance main cage cash vault
- Issue impress carts and card game table banks.
- Assist with even exchange/employee transactions.
- Prepare and verify opening and closing banks at $100K.
- Accurately count and verify daily revenue in casino chips.
- Prepare MTR and CTRs as needed.
Operations Lead
Fremont Bank
San Jose, CA
05.2021 - 05.2023
- Oversee a variety of duties related to all phases of cash handling, customer service, product knowledge, and sales and teller transaction. Ensure client satisfaction and implement all bank policy and procedures.
- Responsible for daily branch operational reports.
- Understand and accurately communicate deposit products.
- Assist with training and resolve issues encountered by tellers.
- Assist with balancing the vault at the end of the day.
- Manage vault cash orders and shipments.
- Accountable for performing all operational duties with accuracy.
Branch Supervisor
State Bank of India
San Jose, CA
05.2020 - 05.2021
- Supervise, oversee, and monitor the activities of the Client Service Representative, Teller, New Accounts, Wire & Remittance functions.
- Monitor cash transactions; prepare CTR for submission to BSA/AML.
- Plan for adequate staffing to ensure flow of daily branch operations.
- Provide input to the Assistant Manager or Manager (Operations) on staff performance evaluations.
- Review and approve all transactions within Operations Supervisor authority.
- Conduct Branch Operation reports daily.
- Assist in gathering records and documentation as needed for internal/external audits.
- Joint cash custodian.
New Accounts/CSR
California Bank of Commerce
Fremont/San Jose, CA
07.2019 - 04.2020
- Complete operations work accurately and efficiently. Execute opening new accounts, and servicing accounts. Process with accuracy, all teller transactions as applicable in a timely manner.
- Manage assigned cash drawer within Bank policy and procedures and responding to all other client inquiries.
- Maintain a working knowledge of banking operations.
Sr. Vault Teller
Heritage Bank of Commerce
San Jose, CA
03.2016 - 06.2019
- Responsible for securing and managing the bank’s valuable assets, including cash, coins, and other valuable items, within the bank’s vault. This role involves receiving and processing deposits and withdrawals from the vault, ensuring adherence to strict security protocols, and maintaining accurate records. Maintain a high degree of accuracy and attention to detail. Deliver exceptional customer service, cash handling, and processing of large cash deposits, shipping, and receiving of all cash via courier services, cash balancing of the main vault. Ensure effective preparing and processing of merchant change requests, auditing monthly compliance reports, scanning, and processing transactions, administrative duties, and all other commercial banking/teller services.
- Accept cash, coins, and other valuable items from bank employees or customers and deposit them securely in the vault.
- Handle deposits and withdrawals from the vault, ensuring accuracy and compliance with established procedures.
- Adhere to strict security measures, including access control, surveillance, and other safeguards, to protect the vault and its contents.
- Maintain an accurate inventory of vault contents, ensuring proper tracking and reconciliation of cash, coins, and other valuables.
Education
Associate of Science (A.S.) -
Carrington College California
San Leandro, CA01.2011
Skills
- Proficient computer skills including but not limited to: Microsoft Word, Excel, Outlook, Adept at 10-key data entry and a typing speed of 70 words per minute with accuracy
- Excellent oral and written communication and interpersonal skills
- Skilled at learning new concepts quickly
- Works well under pressure and communicates ideas clearly and effectively
- Knowledge of medical terminology and entry level pharmacology
- Banking Operations
- Teller/New Accounts
- Multi-lingual (English, Hindi, Gujarati)
- MS office
- Administrative support
- Administrative background
Languages
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Revenue Services Associate: CSR Utility
City of Mountain View
08.2024 - 03.2025
Vault Room Associate
VTA Revenue Services
03.2024 - 03.2026
Operations Assistant
OnTrac Logistics
11.2023 - Current
Cage Cashier/Teller
Casino M8trix
03.2023 - 03.2024
Operations Lead
Fremont Bank
05.2021 - 05.2023
Branch Supervisor
State Bank of India
05.2020 - 05.2021
New Accounts/CSR
California Bank of Commerce
07.2019 - 04.2020
Sr. Vault Teller
Heritage Bank of Commerce
03.2016 - 06.2019
Associate of Science (A.S.) -
Carrington College California