Shrddha Singhi
Highland,CA
Summary
14 Years of experience in client management and financial services. Detail-oriented and professional, successful at meeting and exceeding KPIs.
Drive business results with a focus on customer loyalty, operational integrity and community development. Follow Agile workflow to prioritize tasks, enhance productivity and meet timelines.
Excels at creating engaging team environment, promotes cross collaboration and individual growth. Mentor and onboard peer managers and act as a resource for HV as wells as customer escalations.
Promote DE&I initiatives by leading virtual affinity groups and community service events.
Overview
14
14
years of professional experience
2
2
CAMS Certification
6
6
Leadership trainings and workshops
Work History
Regional Banking Branch Manager
Wells Fargo Bank N.A
04.2019 - Current
- Serve as role model to deliver exceptional customer experience and focus on building relationships.
- Drive revenue and customer loyalty through need-based conversation with clients, and solutions that help them achieve financial wellbeing
- Support team with pre-planning daily appointments, skill practice around products and services and inspect process to ensure effective execution. Established daily and weekly performance checkpoints to review progress and assess gap.
- Lead team to influence, educate, and connect customers to technology and share value of digital banking options. Increased new customer digital onboarding to 70%
- Utilize one on one time to plan individual career development and support their personal wellbeing
- Collaborate with branch partners to educate bankers around Mortgage, merchant and business banking services; leading to YoY growth in partner referrals and robust pipeline for investments and loans.
- Train and develop team to leverage outbound calling for new and existing customers to attract/ retain clients.
- Thorough understanding of retail product philosophy, including policies, procedures, documentation, systems, and compliance issues Consistently Observe and review current procedures to ensure compliance with standards
- Analyze branch for CIP, CDD, transaction errors, fraud, and loss trends to understand root cause and strategize with senior leaders to minimize errors. Resolved 45 CIP errors for district in span of 3 month.
- Experience leading community events and activities for local networks / professional organizations to support DE&I initiatives.
Branch Manager Level 2
Wells Fargo Bank N.A,
02.2017 - 03.2019
- Customer Focused - Knowledge of business values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
- Managing Risk - Assess and effectively manage all risks associated with business objectives and activities to ensure compliance with Enterprise Risk guidelines.
- Framework Sales Management – Develop sales strategies that incorporate client segments, market opportunities, competitive forces, and sales force effectiveness
- Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking
- Support region by managing multiple location in absence of their branch leader
- Conduct workshops around customer service skills to support company initiatives and meet quality standards
- Achievements: Customer Experience leader for region 2020 Annual - Golden Spoke Award 2019 Quarterly STAR team winner for Q3 2018 High team member retention for 2017
Assistant Manager
Wells Fargo Bank N.A
10.2014 - 01.2017
- Support daily operations of branch (including cash and vault balancing, negotiable items, audits) Partner with BM in developing team of highly motivated, results-oriented employees through effective leadership practices; ensure adequate staffing levels to maintain efficient team performance
- Partner with Manager in effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in business and take action to resolve
- Research, resolve and communicate operational issues and potential problems to leader and/or other business units
- Support regional market initiatives
- Achievements: Help facilitate consistent performance among team members which lead to better
- Q12(employee experience) results and Outstanding Store Performance District proponent for Online Appointments (MAA) and Easy Pay Card Facilitated “Customer Onboarding Process” for district level.
PERSONAL Banker
Wells Fargo Bank N.A,
01.2012 - 09.2014
- Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through presentation of relevant products and services
- Deepen existing client relationships by getting to know clients, transforming learnings into meaningful recommendations, and staying connected through regular connection points
- Cultivate relationships with partners, including Small Business, Home Lending and Personal
- Wealth Management, to provide appropriate referrals to meet client needs
- Invest in personal development and provide peer mentoring as appropriate within team
- Understand and comply with policies, standards and procedures to ensure security of banks and clients’ asset Facilitate completing customer loan applications for submission to underwriting
- Expand customer base by networking with existing and prospective new members
- Achievements: Shining Star winner for Q1’ 2014
- Annual Recognition Award winner for 2013 highest insurance sales in quarter
Sr. Customer Support Officer
IL&FS InvestSmart Ltd, IIL, HSBC
08.2004 - 12.2007
- Provide Corporate Investing experience based on customer goals and recommended investment strategies
- Place trades, confirm orders and update customers on market trends
- Open new client accounts and conduct risk evaluation to meet guidelines
- Manage risk through analyzing ad hoc margin reports and maintain appropriate levels of margins
- Support two franchisees with onboarding team and day to day operations
- Achievements: Developed system of risk evaluation to ensure new clients meet credit risk guidelines
- Manage high volume trade in futures market.
Education
MBA - Finance / Marketing
DAVV
India05.2002
BBA - finance
DAVV
INDIA 05.2002
Skills
- Client Relationship Management, Business Development and strategy
- Operations management, Regulatory Compliance and Federal Regulations
- Financial Crimes- BSA, AML, UAR, SARs
- Situational leadership, Feedback & Coaching in the moment, crucial conversations
- Career planning and Employee Performance Evaluations
- Experience with - Workday, PeopleSoft, Salesforce, Tableau, NPS
- Microsoft suite - Word, Excel, PowerPoint, Teams, Outlook
Accomplishments
- Consistent YoY growth in Customer Experience (CE)survey scores. Awarded for top 10% of the company for CE, Q3 2022
- Leader in branch partner referrals leading to consistent growth in deposits, investments and loan volume
- High employee retention rate and employee satisfaction rate
- Chapter chair for local Middle Eastern network to support enterprise DE&I initiatives
- Successfully manage multiple locations to support region with staffing challenges
Certification
- Certified Anti Money-Laundering Specialist - CAMS
- Certified Transaction Monitoring Associate- CAMS
Languages
Hindi
Native or Bilingual
Timeline
Regional Banking Branch Manager
Wells Fargo Bank N.A
04.2019 - Current
Branch Manager Level 2
Wells Fargo Bank N.A,
02.2017 - 03.2019
Assistant Manager
Wells Fargo Bank N.A
10.2014 - 01.2017
PERSONAL Banker
Wells Fargo Bank N.A,
01.2012 - 09.2014
Sr. Customer Support Officer
IL&FS InvestSmart Ltd, IIL, HSBC
08.2004 - 12.2007
MBA - Finance / Marketing
DAVV
BBA - finance
DAVV
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