Rupinder Chawla
Canton,MI
Summary
Results-driven Financial Services Associate with a strong background in sales and a proven track record of fostering client loyalty. Recognized for exceptional sales performance and the ability to cultivate strong client relationships through expert communication and relationship-building skills. Demonstrated success in streamlining operational processes to enhance support and improve overall efficiency. Committed to delivering high-quality service while contributing to team success in dynamic, fast-paced environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Representative
Fidelity Investments
05.2025 - Current
- Greeted clients, addressed inquiries and guided them to suitable resources.
- Efficiently processed client transactions including account maintenance, new account setups, deposits, withdrawals and trade placements by connecting with a trader over the phone.
- Led my team in leveraging digital tools to enhance client service, ensuring seamless experience and driving efficiency.
- Motivated and coached teammates to effectively utilize digital tools, providing guidance and support to ensure successful client engagement.
- Supported the overall functioning of the branch by preparing lobby for clients, reviewing paperwork and ensuring seamless operations.
- Identified opportunities to deepen client relationships and referred then to other financial professionals within branch.
- Enhanced financial knowledge and client interaction skills through targeted training, ensuring expertise and exceptional service delivery.
- Ensured adherence to regulations during client interactions, maintaining the highest standards of integrity and professionalism.
Financial Services Representative
Fidelity Investments
07.2024 - 05.2025
- Over the phone addressing client inquiries, assisting with various transactions such as deposit, withdrawals and placing trades.
- Educating clients about fidelity's products, services and online tolls for managing their investments.
- Identified opportunities for engagement and referrals through trust-building efforts.
- Demonstrated exceptional proficiency in utilizing the call model, consistently surpassing performance expectations.
- coached teammates on effective call model techniques by having them shadow my calls. providing valuable insights and sharing best practices to enhance their skills.
Senior Banker
Bank of America
03.2016 - 07.2024
- 2023 Pinnacle Award recipient for exceptional performance.
- Client Care Circle of Excellence for 5 quarters consistently.
- Establish and maintain client relationships through proactive outbound calls and in-person appointments.
- Utilize excellent communication and sales techniques while engaging with potential business and corporate clients.
- Guide clients in selecting suitable loans, bank accounts, credit cards, and other financial products.
- Expert in financial planning, analysis, and educating clients.
- Perform credit analysis, risk evaluation, and underwriting for business clientele.
- Adhere to bank policies, regulatory requirements, and compliance standards, ensuring full compliance.
- Support managerial tasks and facilitated training for new team members.
- Achieved a 20% increase in sales production and consistently exceeded referral targets.
- Adapt seamlessly to new information and technology platforms.
- Serve as a commissioned notary public.
- Consumer Investments Development Program
Universal Banker
Citizens Bank
07.2015 - 03.2016
- Delivered exceptional customer service while handling deposits, withdrawals, transfers, and account management.
- Managed confidential paperwork with strict adherence to bank and federal privacy regulations.
- Proactively promoted bank products, services, and benefits to customers, driving sales and referrals.
- Contributed to achieving branch goals and provided support to the branch manager.
Teller
Bank of America
10.2013 - 07.2015
- Offered comprehensive account services to customers, including deposits, loan payments, check cashing, and savings withdrawals.
- Actively cross-sold bank products by addressing inquiries, informing customers of new services and promotions, and directing customers to appropriate branch representatives.
- Diligently followed bank operations, security procedures, and compliance guidelines, participating in dual-control functions and maintaining customer traffic surveys.
Skills
- Sales and compliance expertise
- Relationship building
- Customer service
- Effective leadership, public speaking, and relationship management
Certification
- SIE
- Series 7
- Series 66
Awards
Pinnacle Award
Languages
English
Hindi
Punjabi
Urdu
Timeline
Financial Representative
Fidelity Investments
05.2025 - Current
Financial Services Representative
Fidelity Investments
07.2024 - 05.2025
Senior Banker
Bank of America
03.2016 - 07.2024
Universal Banker
Citizens Bank
07.2015 - 03.2016
Teller
Bank of America
10.2013 - 07.2015
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