Shital Dhanani
First State Bank
Sachse,Texas
1
Certification
2
years of professional experience
A highly motivated and result oriented professional with a history of overcoming challenges and developing solution to address a variety of issues. Extensive experience in leading people and working in a fast-paced dynamic environment where operational targets were met on a consistent basis. Successful in creating and implementing strategic plans.
Work History
Zone Manager
- Operated up to 8 locations which achieved or exceeded annual sales through the execution of monthly sales strategies
- Directly trained and managed 6 Office managers while leading a total staff of 28 team members
- Directly trained 15 plus zone managers
- Conducted office manager’s performance evaluation and provided crucial feedback to better their management skills
- Reviewed previous sales figures to establish and fix future sales and initiatives
- Consistently meet or exceeded monthly sales goals
- Managed profit & loss by following cash control/safety procedures, managing labor and reviewing quarterly production reports
- Monitored daily and weekly business activity against business targets
- Monitored the appearance of stores and ensured they met company standards while maintaining a safe working environment
- Executed operational objectives related to payroll and employee scheduling
- Monitored daily accounting reports to ensure correct reconciliation of company transactions
- Independently interviewed, hired/trained employees
Office Manager
- Managed a team of 6 insurance agents and trained them, acquainted them varied insurance products used by organization to ensure knowledgeable salesmanship
- Achieved sales targets on a month-by-month basis with high % of growth
- Generated new leads from field activity and actively followed up on referrals
- Innovated and executed new strategies to bring profits to the organization
- Communicated with customers regarding current and new policies to answer questions, disseminate or explain information and address complains
- Guide and coach the team with product knowledge and accounting reports
Branch Manager
1 Year 7 Months- Led branch operations to enhance customer service and satisfaction levels.
- Developed and implemented strategic plans to drive branch profitability.
- Managed daily financial transactions, ensuring compliance with banking regulations.
- Trained and mentored staff to improve performance and operational efficiency.
- Fostered a positive work environment through effective team communication and support.
- Maintained friendly and professional customer interactions.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Consulted customers to boost product sales and services.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
Education
Bachelor Degree - Commerce
Completed Coursework Towards
Skills
Training and development
Profit and Loss management
Inside & outside sales
Proficient in QQ Web rater
QQ Evolution software
ITX Rater
Insurance pro
Account management
Positive attitude
Teamwork
Customer service
Problem-solving
Time management
Multitasking
Managing operations and efficiency
Team development
Hiring and training
Employee coaching and mentoring
Schedule management
Sales strategy
Profit and loss management
Certification
- P & C
- Life and health
LANGUAGES
Hindi, Gujrati, English
Fluent
Timeline
Branch Manager
First State Bank
11.2024 - CurrentRead More
Office Manager
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Zone Manager
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Bachelor Degree from Commerce
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