Shikha Tiwari

• Processed account openings and updates in banking systems accurately.
• Collaborated with team members to enhance service delivery standards.
• Assisted customers with product selection based on individual needs.
• Ensured compliance with company policies related to privacy protection regulations.
• Responded to customer inquiries via phone, email or live chat in a timely manner.
• Created reports on customer feedback, trends, and market research data for management review.
• Generated weekly summaries of key metrics such as lead conversion rates, revenue generated.
• Maintained accurate records of all customer interactions, transactions, inquiries, and complaints.
• Resolved client issues and complaints promptly, maintaining trust and loyalty.
• Monitored past due accounts and pursued collections on outstanding invoices.

• Processed account openings and updates in banking systems with precision.
• Educated clients about banking products to align with financial objectives.
• Resolved customer inquiries through effective communication strategies.
• Monitored customer accounts for discrepancies in order status or payment history.
• Created reports on customer feedback and market trends for management review.
• Coordinated follow-ups to ensure a positive banking experience.
• Maintained detailed records of client interactions for reference and analysis.
• Supported branch operations by collaborating with various departments.

• Resolved customer inquiries through effective communication techniques.

Analyzed and tested processed items to address debug issues promptly.

Examined discrepancies between Operations Department and bank group, ensuring resolution.

Approved MAN checks, wire transfers, and ACH transactions efficiently.

Managed quality assurance checks to ensure compliance within Operations Department.

Liaised with peer groups to implement cross-functional staff plans, reducing overtime.

Organized corporate events for pay dates and posted payments to funds' DDA accounts.

• Collaborated with cross-functional teams to accomplish departmental goals.