Shveta Shah
Madison,WI
Summary
Dynamic Retail Relationship Banker at BMO Bank with expertise in credit analysis and cash handling. Proven track record in enhancing customer satisfaction through effective financial workshops and process improvements. Skilled in banking software and committed to fulfilling customer needs, driving loan portfolio growth, and supporting community initiatives. Making sure that as a One Bank, helping clients with all financial levels. In any phase of their lives with expert banking solutions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO Bank
Madison, WI
04.2017 - Current
- Supported community initiatives as a Bank At Work Champion of the bank. Helped local business to established banking relationship with BMO. Conducted B@W seminars, where customer can learn about various topics like:-
- How to established strong credit history. Consolidation of debt. Getting ready for paying off student debt. 529 Student Savings Plan. Retirement Savings Plan. Second home/investment property mortgage referral. Or Helping clients apply for the HELOC Or HELOAN for the fulfillment of short term and long term financial needs. Through Financial workshops, empowering them with the precious banking knowledge.
- Maximized loan portfolio growth by conducting comprehensive reviews of borrower applications. For adding a family member into their life or sending their kids into college. Supported by HELOC/PLOC for their financial stability and growth.
- Implemented process improvements like digital enhancement. Sending link in the email for loan applications. Saving lots of time and efforts hat led to increased operational efficiencies and cost savings for the branch network.
- Processed customer transactions efficiently, ensuring accuracy and adherence to banking protocols.
Universal Associate Banker Teller
BMO Bank
7801 Mineral Point Rd
02.2015 - 04.2017
- Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations. Effectively handling cash, recommendation of other banking products and services for customers financial growth. Partner referrals, educate the clients with online banking tools. For the simplicity of their banking. Having access to their accounts on their finger tips with Mobile Banking.
- Top 10 and No.1 performer in WI region.
Sales Associate and Assistant Teacher
JCPenney and Bee Balm Learning Center
Madison, WI
07.2012 - 01.2015
- Delivered exceptional customer service, enhancing overall store experience and customer satisfaction.
- Helping customers with in-store and Online orders, process shipments, Meet their special needs. Process Credit Card applications. Training new hires. Meeting goals with the excellent quality service. Taking Credit card applications. Retaining customers and increasing traffic with excellent service.
- As a Assistant Teacher helped lead teacher with classroom academic course planning. Helped children's with special needs. Exploring new theme base ideas and implementing projects for the academical, physical and social growth. Handled parent teacher conferences, field trips and other projects.
Education
Human Resource Certificate And Some Credit Courses - Human Resources Development And Personal Finance
MATC
05-2011
Bachelor's In Law - Law
Babasaheb Ambedkar College of Law
Maharashtra, India04-2003
Bachelor's Degree - Business Entrepreneurship And Accounting
M.D.Palesha Commerce College
Maharashtra, India04-2000
Skills
- Branch operations making sure customer present and future banking needs are fulfilled Cross sale, increasing customer traffic with the highly qualified services Branch audit support with verbal interview and inventory control
- Cash handling expertise with accuracy and speed Filing CTR, UAR, Fraud prevention reports
- Credit analysis, supporting mortgage banker, processor and underwriter team with required documentation and providing additional data for different kinds of customer loans
- Banking software proficiency TPT, TPSS, DBAT, Online Banking, NET O, blend, Sales force etc tools to enhance customer banking experience
Accomplishments
Accomplished Top Performer 2024 Award,
Certification
Human Resource Certificate
Languages
Hindi, Marathi, Gujrati, English
Timeline
Retail Relationship Banker
BMO Bank
04.2017 - Current
Universal Associate Banker Teller
BMO Bank
02.2015 - 04.2017
Sales Associate and Assistant Teacher
JCPenney and Bee Balm Learning Center
07.2012 - 01.2015
Human Resource Certificate And Some Credit Courses - Human Resources Development And Personal Finance
MATC
Bachelor's In Law - Law
Babasaheb Ambedkar College of Law
Bachelor's Degree - Business Entrepreneurship And Accounting
M.D.Palesha Commerce College