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 Chase
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 Chase
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 Chase
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.
Wegmans
Cashier, Front End
08.2018 - 10.2018
Job overview
- Handled Cash registers
- Work with supervisor to set and achieve goals for development.
Bachpan Global, School
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 Inc
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 Associates
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
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