RajKunwar Singh
Artesia,CA
Summary
Top-notch SBS with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
7
7
years of professional experience
Work History
Small Business Specialist II
U.S. BANK
01.2023 - Current
- Created and managed community events and customer promotions.
- Prospected for new business through networking, community outreach, and customer referral generation.
- Developed customized solutions of deposit, lending, and other products for small business customers.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Generated standard and custom reports to provide insights into business performance.
- Prepared and maintained records of sales and revenue.
- Conducted research to identify customer needs.
- Consistently built long-term relationships with existing and new customers.
- Developed growth strategies based on customer satisfaction and financial gain.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Developed complete business plans and operational strategies for new and existing business.
- Devised processes to boost long-term business success and increase profit levels.
Client Relationship Consultant III
U.S. BANK
09.2020 - 01.2022
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Created and developed detailed work plans to meet business priorities and deadlines.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened, closed, and updated accounts for customers.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Processed customer applications and approved loans in accordance with bank policy.
- Generated reports and analysis of customer data to identify trends and potential business opportunities.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Collaborated with teams to define, strategize, and implement marketing and web strategies.
- Gathered, organized and input information into digital database.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
Personal Banker
Wells Fargo
01.2018 - 09.2020
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Presented new and additional products and services to existing customers.
- Provided customers with additional information regarding account services.
- Collected customer information and completed new account forms.
Lead Teller
Wells Fargo
01.2017 - 01.2018
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Introduced customers to other bank team members to help meet financial needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered inquiries regarding checking and savings accounts and other related products.
- Mentored newly hired team members on appropriate responses to patron questions.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Replenished ATM funds in empty canisters prior to validation process.
- Identified potential needs through observation, questioning, and listening.
- Maintained friendly and professional customer interactions.
- Trained new hires on customer service policies and procedures.
- Assisted customers with banking needs and inquiries.
- Cross-sold credit cards, loans and other bank products.
- Referred customers to other banking departments for specialized services.
Education
Bachelor of Arts - Business Administration And Management
California State University - Fullerton
Fullerton, CA06.2025
Associate of Arts - Business
Cerritos College
Norwalk, CA05.2021
High School Diploma -
Cerritos High School
Cerritos, CA06.2015
Skills
- Developing Customer Relationships
- Human Resources Management
- Prospect Calling
- Cross-Selling and Partner Referrals
- Experience Management
- Team Leadership
- Customer Relationship Management
- Sales Techniques
- Regulatory Compliance
- Business Development
- Business Planning
- Relationship Building
Accomplishments
Q1 2023 Business Credit Card Award Recognized
Q2 2023 Business Credit Card Award Recognized
Q3 2023 Business Credit Card Award Recognized
Q4 2023 Business Credit Card Award Recognized
Languages
Punjabi
Native or Bilingual
Urdu
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Spanish
Limited Working
Timeline
Small Business Specialist II
U.S. BANK
01.2023 - Current
Client Relationship Consultant III
U.S. BANK
09.2020 - 01.2022
Personal Banker
Wells Fargo
01.2018 - 09.2020
Lead Teller
Wells Fargo
01.2017 - 01.2018
Bachelor of Arts - Business Administration And Management
California State University - Fullerton
Associate of Arts - Business
Cerritos College
High School Diploma -
Cerritos High School
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