Sharika Raj
Buckley
Summary
Excel at interfacing with others at all levels to ensure organizational goals are attained. Possess excellent interpersonal, analytical, and organizational skills. Excel within highly competitive environments where leadership skills are the keys to success. Ability to communicate effectively, both orally and in writing Very committed to achieving new goals every day and trying to go above and beyond to reach them Exceptional ability to work in a fast-paced, high-volume cash-handling environment with daily face-to-face customer contact, while providing high level of customer service.
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Upbeat and personable with natural ability to build rapport and offer exceptional customer service. Possesses strong financial acumen and proficiency in handling transactions, which are essential for advising clients on banking products and services. Aims to contribute to client satisfaction and financial growth through tailored solutions and dedicated support.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Banker III
Harborstone Credit Union
12.2022 - Current
- Open new accounts
- Do loans applications
- Assist clients with their transactions
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Assistant Manager
Chase Bank
08.2020 - 12.2022
- Open new account
- Build existing client relationship
- Establish new client relationship
- Manage your day to reach your weekly goals
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Conducted employee performance evaluations, providing constructive feedback for growth and development.
Personal Banker
Key Bank
01.2015 - 08.2020
- In charge of day to day operational activities
- Perform audits, vault balancing, and reports
- Manage the teller line in order to maintain smooth performance
- Create and maintain schedules
- Ensure that the teller line follows regulation and compliance requirements
- Perform teller duties
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Education
GED -
DAV Girl's College
01.1996
Skills
- CREDIT
- OPERATIONS
- CUSTOMER SERVICE
- MULTITASKING
- Multi-lingual
- Customer Service
- Organizational
- Multitasking
- Money Handling
- Credit
- Compliance
- Bank Systems
- Operations
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Attention to detail
- Sales expertise
- Relationship building and management
- Financial advising
- Regulatory compliance
Certification
- Notary Public
Languages
Hindi
Full Professional
Timeline
Personal Banker III
Harborstone Credit Union
12.2022 - Current
Assistant Manager
Chase Bank
08.2020 - 12.2022
Personal Banker
Key Bank
01.2015 - 08.2020
GED -
DAV Girl's College
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