RUMPA DEOGHARIA
Sugar Hill,GA
Summary
Accomplished Relationship Banker with a proven track record at Chase, adept in relationship building and management, and policy development. Expert in leveraging product knowledge and communication skills to exceed customer expectations and enhance banking experiences. Demonstrated success in improving customer satisfaction and retention through personalized service and support.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
Chase
Cumming, GA
10.2023 - Current
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Processed customer requests for withdrawals or transfers from existing accounts.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Maintained records of all customer interactions in a secure database system.
- Monitored changes in market conditions to ensure compliance with all applicable regulations and laws governing banking activities.
Teller
Chase
Johns Creek, GA
05.2019 - Current
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Processed wire transfers for customers both domestically and internationally.
- Maintained confidentiality of all customer records and information according to company policies.
- Explained the features of various banking products available to customers.
- Identified opportunities to refer customers to other areas of the bank for additional services.
Associate Banker
Chase
JOHNS CREEK , GA
09.2022 - 09.2023
- Provided customer service by attending to their inquiries and requests for information.
- Ensured compliance with banking regulations and procedures in daily operations.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Assisted customers with account opening and maintenance.
- Maintained accurate records of all customer accounts and transactions.
- Educated customers about the features and benefits of different types of banking products offered by the bank.
- Assisted in training new employees as needed.
- Helped customers understand and use mobile applications and online banking.
- Completed daily cash balancing and operated ATMs.
Education
Bachelor of Arts -
IGNOU
INDIA12-2005
Skills
- Recordkeeping requirements
- Account audits
- Account closings
- Relationship building and management
- Policy development and implementation
- Teller background
- Account verification and reconciliation
- Product Knowledge
- Communication Skills
- Customer care experience
- Customer Service
- Problem-solving aptitude
Certification
- SIE
- SERIES 6
- SERIES 63
- GEORGIA STATE LICENSE
Timeline
Relationship Banker
Chase
10.2023 - Current
Associate Banker
Chase
09.2022 - 09.2023
Teller
Chase
05.2019 - Current
- SIE
- SERIES 6
- SERIES 63
- GEORGIA STATE LICENSE
Bachelor of Arts -
IGNOU
Similar Profiles
Martha McGuffeyMartha McGuffey
Fraud Specialist at ChaseFraud Specialist at Chase
Lorrie ThorsonLorrie Thorson
Branch Manager at ChaseBranch Manager at Chase
Kathleen SturgisKathleen Sturgis
VP Control Manager - Regulatory Engagements at ChaseVP Control Manager - Regulatory Engagements at Chase