Summary
Overview
Work History
Education
Skills
Timeline
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SHACHI SHARMA

Mountain View,CA

Summary

Experienced banking professional with a strong background in client relationship management and financial advisory. Dedicated to enhancing customer loyalty and building long-lasting client relationships in a Private Wealth Client position. Proven track record of driving client satisfaction and loyalty through effective financial solutions and strategic planning. Recognized for collaborating effectively with team members and adapting to changing market conditions, ensuring optimal results and seamless service delivery.

Overview

8
8
years of professional experience

Work History

Sr. Relationship Banker

BMO
08.2023 - Current
  • Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth
  • During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures
  • Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy
  • Meet with prospective clients to generate new business with banks
  • Assist, educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile banking
  • Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy
  • Given a chance, be a role model for a team and new members of a team to provide them guidance on sales and marketing aspect of a bank as well as importance of operation aspect of bank

Relationship Manager

Bank of America
03.2017 - 01.2023
  • Meet customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (for example, customer's banking, small business, mortgage and investment needs) in adherence with policies and procedures
  • Engage in daily outbound calling to Bank of America customers, inviting them into the financial center for an appointment, and assist in servicing customer needs where applicable
  • Assist, educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile banking
  • Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy
  • Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
  • Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
  • Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)
  • Respond to customer inquiries and concerns, creating customized solutions

Lead Teller Operation Specialist

Chase
10.2016 - 02.2017
  • Works with the branch manager to set the tone of the branch environment to provide an exceptional customer experience, and a dynamic and engaging culture
  • Process and assist customers with transactions
  • Introduce customers to branch team who will build relationships and assist with specialized financial needs
  • Make customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 day a week
  • Support the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards

Education

Bachelor of Science -

MSU

Skills

  • MS Office
  • Multilingual
  • Cross-selling techniques
  • Loan Origination
  • Portfolio Management
  • Relationship building and management
  • Banking

Timeline

Sr. Relationship Banker

BMO
08.2023 - Current

Relationship Manager

Bank of America
03.2017 - 01.2023

Lead Teller Operation Specialist

Chase
10.2016 - 02.2017

Bachelor of Science -

MSU

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SHACHI SHARMA