Hi, I’m
Shilpa Suresh
Budd Lake,New Jersey
Summary
Dynamic and result oriented professional with 7 years' experience in customer relationship with 4 years in retail banking. An experienced banker who has thrived in multiple fast-paced retail banks. Possesses a keen eye for detail with excellent written and verbal communication skills. Approaches new tasks with an invaluable determination, while still maintaining outstanding multi-tasking skills. Seeking to fulfil a suitable position where I could utilize my experience in banking. I am a dedicated team player who is multilingual and can be relied upon to help your bank achieve its goals.
Overview
10
years of professional experience
Work History
JPMorgan ChaseBernardsville, NJ
Associate Banker -ME
02.2024 - Current
Job overview
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Executed wire transfers, stop payments and account transfers.
- Trained new hires on customer service policies and procedures.
JP Morgan ChaseBernadsville, NJ
Associate Banker
12.2019 - Current
Job overview
- Assist Private client and relationship bankers with identifying prospective high net worth customers with needs to invest in Chase products
- Monitoring transactions to ensure that the branch is in compliance with AML and KYC requirements
- Played the role of the branch's Lead Associate/Operations for 6 months during her LOA
- Assist Manager with training and development of new staff and current staff
- Help track and improve customer feedback score by working with the reporting manager
- 100% compliance till date on Audits & controls
- Conduct a variety of customer service tasks which include providing account balances, transferring funds, tracking deposits
- Research and resolve customer issues on their backing accounts
- Building and maintaining excellent client relationships
- Take an active role in pursuing continued education.
JP Morgan ChaseMorrisPlains, NJ
Teller
10.2018 - 12.2019
Job overview
- Handle cash quickly and accurately as well as simultaneously tend to customers within the lobby
- Achieved excellent customer satisfaction and knows every regular customer by their first name
- Research and resolve customer issues on savings, checking accounts
- Assist with currency shipment, and cash drawer reconciliation
- Conduct a variety of customer service tasks which include providing account balances, transferring funds, tracking deposits
- Vault custodian responsibilities like ordering cash, incoming and outgoing currency shipment, & balancing the vault
- ATM custodian responsibilities like adding cash & settlements of ATM's
- Experience opening and closing the branch.
WegmansParsippany, NJ
Cashier, Front End
08.2018 - 10.2018
Job overview
- Handled Cash registers
- Work with supervisor to set and achieve goals for development.
Bachpan Global, SchoolHyderabad, India
Office Assistant
11.2015 - 12.2016
Job overview
- Working as an office administrator handling accounts, admissions & parent liaison
- Responsible for daily transactions on Cash/Account registers
- Administrative duties included - new enrollment, handling telephone enquires
- Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists
- Drafted meeting agendas, supplied materials, executed meetings and team conferences
- Received and screened a high volume of internal and external communications including email and mail.
Kohls IncEden Prairie, MN
Sales Associate
04.2014 - 10.2015
Job overview
- Opening and closing of Accounts
- Handled Cash registers
- End of day register closures
- Selling Kohls products like Store credit cards
- Assisted with Financial audits working with Supervisor
- Customer relationship.
University Language Center/ Garden and AssociatesEdina, MN
Professional Interpreter (Free Lancer)
03.2014 - 10.2015
Job overview
- Worked with kids with Special needs in Schools
- Experience interpreting for hospitals and other health care related offices
- Experience interpreting for Legal litigations as well as Attorneys.
Education
Kodaikanal Christian College, Madurai Kamaraj University
Bachelor of Business Administration
01.2001
Skills
- Investment strategies
- Customer Service Experience
- Portfolio Management
- Loan Processing
- Sales proficiency
Locations
Parsippany, New Jersey
Otherstrengths
- Licensed notary public in the state New Jersey
- Experience in both Windows and Macintosh
- Excellent Multilingual communication skills
- Flexible on working hours
- Exceptional professional demeanor
- Ability to work in a fast-paced environment and multitask
References
Available upon request
Timeline
Associate Banker -ME
JPMorgan Chase
02.2024 - Current
Associate Banker
JP Morgan Chase
12.2019 - Current
Teller
JP Morgan Chase
10.2018 - 12.2019
Cashier, Front End
Wegmans
08.2018 - 10.2018
Office Assistant
Bachpan Global, School
11.2015 - 12.2016
Sales Associate
Kohls Inc
04.2014 - 10.2015
Professional Interpreter (Free Lancer)
University Language Center/ Garden and Associates
03.2014 - 10.2015
Kodaikanal Christian College, Madurai Kamaraj University
Bachelor of Business Administration