Rupal Sodagar
Plainsboro,NJ
Summary
Determined banking professional with a strong desire to apply financial knowledge and sales negotiation skills. Collaborative individual effectively communicates with tact and diplomacy to both internal and external customers. Proactively researches and pursues new sales prospects to build a strong client base. Organized and dependable candidate with a proven track record of successfully managing multiple priorities with a positive attitude. Willing to take on additional responsibilities to meet team goals. Detail-oriented with strong organizational skills, able to handle multiple projects simultaneously with high accuracy.
Overview
23
23
years of professional experience
Work History
Relationship Banker
Bank Of America
06.2023 - Current
- Handled customer complaints to ensure satisfaction.
- Cultivated strong customer relationships by providing tailored advice and services
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities
- Assisted customers with completing required forms for opening and closing bank accounts
- Possessed comprehensive understanding of product and service offerings for informed customer guidance.
- Perform Cash transactions with accuracy and detail attention
- Effectively prioritize and manage time while handling multiple objectives.
- Directed risk control operations to maintain high standards of client support.
- Addressed customer issues promptly to resolve problems before escalation.
- Monitored accuracy of customer information in system.
Teller
PNC Bank
11.2021 - 06.2023
- Balanced cash drawer daily
- Ensured accuracy by resolving discrepancies in financial records.
- Educated customers on use of banking website and mobile apps.
Cash Officer
Kmart
05.2009 - 01.2010
- Produced monthly departmental headcount reports and analysis to compare actual budget and prior year results
- Oversaw liquidity and cash management operations
- Collaborated with corporate finance team members to support quarterly external reporting
- Identified gaps in market to spot opportunities to create value propositions
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
Educator
SKRM School
01.2002 - 06.2005
- Chose materials and developed lesson plans to enhance skills for individual students.
- Built relationships and communicated with parents to provide best learning environment for children.
- Met regularly with team of teachers to discuss best practices and develop innovative teaching strategies.
Education
Post Graduate Diploma - Financial Services
Symbiosis School of Business
Pune05.2007
Master of Science - Statistics
Maharaja Sayajirao University
Baroda06.2000
Bachelor of Science - Statistics
Maharaja Sayajirao University
Baroda06.1998
Skills
- Scheduling
- Account updating
- Complaint resolution
- Critical thinking
- Positive and professional
- Microsoft Excel
- Adaptability and flexibility
- Banking operations support
- Dependable and responsible
- Computer skills
Websites
Accomplishments
- Enhanced Customer Satisfaction: Reduced customer complaint resolution time by 20% within six months.
- Boosted Client Engagement: Increased client portfolio by 15% through strategic solutions.
- Achieved Cash Accuracy: Maintained cash balancing accuracy with zero discrepancies for over 1 year.
- Optimized Client Investments: Identified opportunities increasing clients' investment returns by 10% monthly.
Training
The Business Analysis & Operations, Guild Education
Timeline
Relationship Banker
Bank Of America
06.2023 - Current
Teller
PNC Bank
11.2021 - 06.2023
Cash Officer
Kmart
05.2009 - 01.2010
Educator
SKRM School
01.2002 - 06.2005
Post Graduate Diploma - Financial Services
Symbiosis School of Business
Master of Science - Statistics
Maharaja Sayajirao University
Bachelor of Science - Statistics
Maharaja Sayajirao University
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