SHRADHA MATHUR
Jacksonville,FL
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
18
18
years of professional experience
Work History
Personal Banker
Wells Fargo
09.2023 - Current
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Expanded client base by promoting new financial products.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Responded to customer inquiries regarding new accounts and account services.
- Tracked and processed customer account requests and applications
Operations Manager
IFCI Factors Ltd
05.2011 - 12.2015
- Analyzed and reported on key performance metrics to senior management
- Resolving client queries and providing solution
- Preparing process reports for review by top management
- Suggested many process improvement ideas to enhance processing accuracy and reduce processing time.
- Developed systems and procedures to improve operational quality and team efficiency
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines
- Identified and resolved unauthorized, unsafe, or ineffective practices
- Increased profit by streamlining operations
- Devised processes to boost long-term business success and increase profit levels
- Reported issues to higher management with great detail
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit
- Developed and implemented strategies to maximize customer satisfaction
Benefits Analyst
Aon Hewitt / Hewitt Associates
08.2005 - 07.2008
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options
- Coordinated and conducted employee orientations to promote understanding of coverage and options
- Analyzed and reported on employee benefits data to identify trends and develop strategies for improvement
- Created employee education programs to improve understanding of benefits packages and increase utilization
- Researched and evaluated new benefits programs to select cost-effective providers and coverage levels
- Built relationships with vendors to foster quality service delivery
- Analyzed and evaluated existing compensation and benefits programs and recommended improvements
- Developed comprehensive benefits packages to improve employee satisfaction and retention
- Gathered information about each position and related occupation with employee interviews, field observations, and industry research
- Developed and maintained comprehensive job evaluation system for equitable compensation
- Created detailed job description library for organization and maintained relevance with regular updates
- Researched and analyzed wage, salary and other industry trends
Education
Postgraduate Diploma - Finance
Symbiosis Centre For Distance Learning
Pune, Maharashtra07.2008
B.Sc Hons - Food Technology
Delhi University
India07.2005
Skills
- Certifications and Licenses
- Lean Six Sigma Green Belt
- Client Relationship Management
- Client Interactions
- Banking Operations Knowledge
- Interpersonal Skills
- Team Interaction
Timeline
Personal Banker
Wells Fargo
09.2023 - Current
Operations Manager
IFCI Factors Ltd
05.2011 - 12.2015
Benefits Analyst
Aon Hewitt / Hewitt Associates
08.2005 - 07.2008
Postgraduate Diploma - Finance
Symbiosis Centre For Distance Learning
B.Sc Hons - Food Technology
Delhi University
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