Summary
Overview
Work History
Education
Skills
Language
Timeline
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Rajinderbir Sandhu

Nazareth,PA

Summary

Results-driven leader with 15+ years of customer service experience. Highly productive with a record of achieving all set targets and detail-oriented, with a proven ability to manage office functions with minimum supervision, provide proactive support, and facilitate successful project deliverables. Thrives on diverse challenges and maintains confidentiality, tact, and diplomacy when handling sensitive issue resolution. Ability to recognize issues and identify solutions. Enthusiasm for life-long learning and staying well-informed about current business issues

Skilled financial consultant with focus on strategic planning, risk management, and financial analysis. Strong background in team collaboration and delivering results, adapting seamlessly to changing needs. Proven expertise in providing insightful financial advice, developing comprehensive financial models, and optimizing investment strategies. Known for reliability, effective communication, and analytical problem-solving.

Overview

12
12
years of professional experience

Work History

Senior Financial Consultant

PPL First
10.2023 - Current
  • Manage a Workload of Program Participants contact with assigned participants, including telephone calls, welcome call, monthly call and quarterly home visits
  • Develop their spending plan and schedule their employees to stay within their monthly budget. Review Cash Management Plan, Manage the Admissions and Financial Aid (including the Enrollment Services) operating budgets, processing invoices, tracking expenses.
  • Coordinate with participant for new and existing CRM case analyst, budget allocation, enrollment, documentation, and FWANE.
  • Ability to demonstrate initiative, manage schedule, and work independently with minimal direct supervision.
  • Ability to exercise discretion and decision-making judgment in assessment of participant needs and abilities.
  • Responsible for making claim payroll decisions for Time sheet pending, denied, and allocating budget.
  • Ability demonstrates accountability, professional development, and adhere to departmental policies and guidelines.
  • Ensure adherence to all company and departmental policies and standards for timeliness of review and release of claims.
  • Strong verbal and communications skills, appropriate etiquette and customer support techniques, including use of program and population-specific language and terminology.
  • Effectively prioritize, multi-task and meet required deadlines in a dynamic and fast-paced environment.

Universal Banker

Unity Bank
04.2023 - 08.2023
  • Process financial transactions for personal and business clients Provide excellent customer service and assistance.
  • Identifies, develops, and closes sales; apply needs based selling techniques to generate product interest; actively cross-sells products/services.
  • Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels to cross sell and expand existing relationships.
  • Develop existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
  • Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings. Completes transactions accurately and ensure the safety of the bank
  • Open new accounts ensuring all required documentation is obtained and is accurate.
  • Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions

Personal Banker

PNC Bank
09.2013 - 03.2023
  • Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
  • Delivered exceptional customer service to new and existing banking clients leading to client retention by providing above and beyond, memorable service.
  • Leader in the branch for educating newer staff for systems onboarding and sending daily emails to the branch staff of any new changes to policies or procedures.
  • Excel at handling irate clients with bank issues calmly and providing comprehensive solutions in a timely manner which is reflected on my customer reviews
  • Keep the highest standards to customer personal information always securing sensitive documents in properly locked areas.
  • Capability of researching and analyzing issues to make decisions and resolve problems
  • Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
  • Prepare credit and financial information to streamline loans processing for mortgage, prepare loan worksheets for submission to loan processing for closing documents.
  • Team Player, Strong Analytical, Interpersonal Skills, Maintain working knowledge of Company and facility software Upgrades.

Education

Associate in RHIT - Health Information and Technology

Raritan Valley Community College
Raritan, NJ

Skills

  • Proficient in Microsoft Office Suite
  • Cash flow management
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Verbal and written communication
  • Decision-making
  • Multitasking and organization
  • Relationship building and management
  • Financial services
  • Financial advising
  • Data analytics

Language

Punjabi, Hindi, Gujarati, Elementary Spanish, English

Timeline

Senior Financial Consultant

PPL First
10.2023 - Current

Universal Banker

Unity Bank
04.2023 - 08.2023

Personal Banker

PNC Bank
09.2013 - 03.2023

Associate in RHIT - Health Information and Technology

Raritan Valley Community College

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