Dynamic professional with 8+ years in project coordination and customer relations. Expertise in conflict management and team leadership, facilitating effective collaboration among stakeholders to achieve project objectives and maximize efficiency.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Project Specialist
09.2023 - Current
Create and manage project plans, including defining scope, outlining activities, and estimating resources, costs, and timelines.
Acted as a crucial point of contact, facilitating clear communication between team members, stakeholders, and vendors.
Allocated and monitored the use of project resources, including staff, materials, and budget.
Collaborated with clients and stakeholders to gather input, present progress, and address feedback or changes to project requirements.
Clearly communicate project goals to other team members.
Create reports for our management team and presentations for clients.
Document client feedback on the system and ran a project to find the root cause.
Perform market and competitor research to update processes and identify new opportunities.
Lead CSR
Fifth Third Bank
Johns Creek, Georgia
09.2015 - 09.2023
Company Overview: A regional bank providing a range of financial services.
Responsible for all office resource personnel for front end team activity.
Resolved customer issues and managing banking center procedures.
Assured branch is meeting outcomes and make sure that personnel are on task to meet the goal.
Promoted customer support by consistently developing and cultivating client and branch rapport.
Trained employees reach their full potential by providing them with opportunities that enhance employee career growth.
Participate in periodic performance reviews and updates of the operation policy.
Assessed and analyzed budgets to find ways to minimize expenses and optimized profits.
Managed daily and monthly cash positioning activities and payments.
Key Achievement: Identified employee's problems and worked to find solutions to maximize efficiency which helped to retain old employees saved company overall cost.
Assisted in the development of training materials to standardize employee knowledge and performance.
Designed and trained Lead CSRS, Manager and CSR about the operation Excellence.
Established rapport with customers through active listening skills, empathetic responses, and genuine interest in their needs.
Analyzed problems, researched and recommended solutions, and executed resolution steps to address client issues.
Exceeded performance targets regularly by maintaining a high level of productivity and consistently delivering results.
Experienced working in an agile work environment.
A regional bank providing a range of financial services.
Retail Banker
Woodforest National Bank
Allen, Texas
11.2014 - 05.2015
Company Overview: A national bank providing a variety of banking services.
Processed banking transactions, opened, maintained, and closed all account types.
Maintained and updated financial records and processed transaction documents, such as deposit, withdrawal of cash and checks.
Performed and completed daily audits efficiently and accurately.
Responsible for invoices, cash balances, trial balance, vault balance, scanning, and bookkeeping daily, as well as evaluating existing customer needs and cross selling additional products and services.
Created good professional relationships with customers by greeting and participating in retail partner's programs like Employee's orientations.
Achieved personal and branch's targeted monthly and yearly goals by cross selling and marketing banking products and services.
Key Achievement: Introduced a new way to market the bank’s products which help to achieve personal and branch's targeted monthly and yearly goals.
Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
A national bank providing a variety of banking services.
Production Coordinator
Bodywise Private Ltd
Sydney, Australia
04.2006 - 01.2007
Worked with the collections team to resolve issues that impacted receivables.
Answered phone calls and emails related to production.
Collaborated with other departments, such as marketing and finance.
Ensured compliance with health and safety regulations.
Organized and maintained production records and files.
Managing the logistics of production, such as transportation, catering, and accommodation.
Supervised and coordinated the work of production coordinator.
Provided hands-on support during peak production periods, assisting teams in meeting tight deadlines.
Coordinated with production team to support productivity targets and deadline management.
Sales Representative
Mobidata Private Ltd
Australia
10.2002 - 02.2006
Introduced various credit cards of American Express to customers.
Provided ongoing support and information to clients about the product.
Attained teamwork meetings and fieldwork training.
Met target sales focusing on sales and promotion.
Conveyed in a reassuring manner step by step instructions to resolve application issues.
Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
Generated additional sales opportunities with upselling and cross-selling techniques.
Marketing Assistant
WLink Communication Private Ltd
Kathmandu, Nepal
07.2000 - 08.2001
Maintained invoices and prepared daily and weekly marketing reports.
Assisted walk in customers in the office.
Administered customer accounts.
Provided in-house support and customer support.
Made telemarketing calls to the target customers.
Input new data, updated old records and cross-checked information to keep the marketing database up to date.
Increased brand awareness by implementing targeted marketing campaigns and social media strategies.
Supported sales team by generating leads through targeted marketing strategies, thereby improving potential customer base.
Researched and evaluated potential new markets and products.
Generated reports to support development and implementation of marketing plans.
Education
Bachelor - Technical Management, Major Project Management
DeVry University
Alpharetta, Georgia
05.2023
Associate of Arts -
Collin County Community College
Frisco, Texas
01.2014
Advance Diploma - Accounting
TAFE of New South Wales
Sydney, Australia
01.2006
Skills
Strong analytical
Project management
Stakeholder communication
Customer relationship management
Problem solving
Conflict management
Problem solver
Communication
Adapt and work well in fast paced environment
Project Planning
Multitasker
People’s Skills
Customer Service
Leadership skills
Awards
Lean Six Sigma Green Belt Certification, 2025
Banking training Certificate, 1999
Best crew of the quarter award, 2005
The National Society of Leadership and Success Life Member, 2012
Phi Theta Kappa Honor Society Member, 2013
Excellence in Leadership Award, 2013
Best Employees of the quarter award, 2018
Community Service And Volunteer Work
YMCA Alpharetta, Atlanta, GA, 01/00, Ongoing, Official Finish Judge, stood at the finish of the race and visually determined the order of finish of the swimmers. Recorded the finished order on a slip of paper. Scorer, Recorded the time of the swimmers, after each heat, into the computer scoring system. Responsible for final score of the meet. Timer, using a stopwatch, times swimmers at the end of the race. Supported engaging, fun, and smooth-running events by helping with organization and planning. Used strong interpersonal communication skills to convey information to others.
Habitat for Humanity, 01/23, Ongoing, Paint house with a group of 16 to 18 employees every year.
Blessing in Backpack, 01/24, 01/25, Write notes and inspirational messages with the meal for the unfortunate kids. Mentored new volunteers, fostering a supportive and inclusive team environment.
Frisco Family Services, Frisco, TX, 01/13, 01/13, Processed the donated cloths, sorted, and hanged them as per their criteria for Sale. Helped in counting cash and balance Ledger and Statement of condition at the end of the day.
Renner Public Library, Dallas, TX, 01/09, 01/09, Performed various jobs like check in and out books, shelving books, helping kids with art and craft projects, organized check-in and out books in a chronological order.
Affiliations
Women BRG Business development Chair since 2020
Employee of the Quarter 2019
Languages
English
Professional
Hindi
Professional
Nepali
Professional
Certification
Lean Six Sigma Green Belt
Timeline
Project Specialist
09.2023 - Current
Lead CSR
Fifth Third Bank
09.2015 - 09.2023
Retail Banker
Woodforest National Bank
11.2014 - 05.2015
Production Coordinator
Bodywise Private Ltd
04.2006 - 01.2007
Sales Representative
Mobidata Private Ltd
10.2002 - 02.2006
Marketing Assistant
WLink Communication Private Ltd
07.2000 - 08.2001
Bachelor - Technical Management, Major Project Management