SARVANGI PATEL
Pine Brook,New Jersey
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols. Results-oriented banking professional experienced in handling customer needs, skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge, and hands-on customer service abilities.
Overview
11
11
years of professional experience
Work History
Associate Banker
JP Morgan Chase
Bernardsville, NJ
04.2021 - 07.2023
- Engaging the client by welcoming them warmly with a pleasant demeanor and thanking them for doing business with Chase
- Help clients with everyday transactions such as depositing or cashing checks, reordering a debit card, or helping update their address
- Teach clients how to use self-service options
- Manage multiple tasks during wait times to meet with a Banker by scheduling, rescheduling, or canceling client meetings
- Assisting customers and making clients feel appreciated
- Exhibiting strong customer service skills, presenting consumer-bank-focused products and services while proactively educating clients on utilizing available access channels
- Proactively collaborating with peers to help customers
- Ensuring financial transactions are completed accurately and efficiently while complying with all policies, procedures, and regulatory and banking requirements
- Supporting customers with traditional banking needs and complex service transactions puts the customer's needs at the center of everything
- Providing proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals.
Universal Banker/ Teller
Valley Bank
Clifton, NJ
03.2017 - 04.2021
- Received and processed checks and cash for deposit, verified amounts, and validated deposit slips
- Balanced currency, coins, and checks and calculated end-of-shift transactions daily
- Ability to prove out the vault without any assistance and pressure
- Developed strong rapport with branch managers and provided administrative support at local branches during staffing shortages
- Follows bank-established guidelines regarding customer service and delivers excellent customer service following the mission statement
- Sold and cross-sold bank products to new and existing customers
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse
- Completed special procedures for customers, such as ordering new checks, stopping payments, or investigating identity theft
- Accessed computerized financial information to answer questions related to specific accounts
- Promoted products or services to each customer to consistently achieve sales targets
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Reconciled cash drawer and resolved discrepancies
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Cashier/ Customer Service Representative
Mariano's
Glenview, IL
08.2016 - 02.2017
- Handling Cash Register and Interacting with customers
- Resolved customer complaints and disputes
- Provided excellent customer service
- Organized and maintained sales floor stocks
- Provided product advice, knowledge, and guidelines to customers.
Cash Handler
Sam's Club
Des Plaines, IL
02.2015 - 07.2016
- Carried out excellent customer service skills
- Provided outstanding sales/selling skills
- Dealt with a different customer under high pressure
- Handling and maintaining Cash Register
- Maintained high standards of cleanliness in all public areas.
Assistant Manager
KPS Store
Chicago, IL
01.2013 - 01.2015
- Handling Cash Register and ordering items from vendors
- Stocking Items in Store
- Resolved customer complaints and disputes
- Provided excellent customer service
- Provided product advice, knowledge, and guidelines to customers.
Skills
- Knowledge of Banking regulations
- Customer Relationship Development
- Attention to Details
- Audit Procedures
- Advanced Clerical Knowledge
- Time management
- Handling Multiple Projects
- Strong interpersonal skills
- High level of accuracy with Digital Awareness
- Cash handling expertise
- Cross-Selling and Partner Referrals
- Product Promotion
- New Account Setup
- Dual Control Vaults
- Prospect Calling
- Teller Support
- Team Collaboration
- Account Servicing
- Community Relations
- Sales Proficiency
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
Timeline
Associate Banker
JP Morgan Chase
04.2021 - 07.2023
Universal Banker/ Teller
Valley Bank
03.2017 - 04.2021
Cashier/ Customer Service Representative
Mariano's
08.2016 - 02.2017
Cash Handler
Sam's Club
02.2015 - 07.2016
Assistant Manager
KPS Store
01.2013 - 01.2015
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