SUDIPTA MAITY
Salt Lake City,UT
Summary
Experienced with team management and leadership. Utilizes effective communication and implements strategies that enhance team performance and productivity. Drives banking operational excellence by coaching and developing team members.
Community engagement professional with strong record of exceeding expectation through organizing and executing impactful events .
Overview
7
7
years of professional experience
1
1
Certification
Work History
Officer, Market Financial Center Manager
Bank of America
03.2024 - Current
- Coached and mentored team members to enhance individual performance, ultimately contributing to the overall success of the Financial Center.
- Led and motivated employees to deliver exceptional client care . And strengthened relationships between team members through monthly One Team meeting and providing opportunities for feedback and discussion.
- Conducted regular performance reviews for team members, identifying strengths as well as areas requiring further development or training opportunities for continuous growth
- Addressed client concerns or complaints promptly with empathy and professionalism; resolved issues efficiently without compromising on service excellence standards.
- Participated in local networking events to increase brand visibility within the community, generating interest from prospective clients as well as potential partners or investors.
- Planned recurring monthly events for students in the local community and exceeds expectations by driving excellence through community engagement.
- Collaborated with upper management to implement continuous improvements and developing new ideas.
Senior Banker
Bank of America
03.2023 - 03.2024
- Received prestigious Pinnacle Award 2022, for my contribution and performance
- Supervised and guided other associates to resolve issues
- Helped financial center pass yearly audits
- Assisted my manager on a day to day operational work
- Overseen the financial center’s daily responsibilities on manager’s absence as a Back up Leader
- Helped clients to open Checking and Savings bank accounts and to apply Credit Cards for Personal and Business needs
- Educated Clients with online banking process
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
Relationship Banker
Bank of America
05.2020 - 03.2023
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliation.
- Optimized the branch''s digital banking experience by implementing user-friendly online platforms designed to encourage self-service transactions, ultimately reducing wait times and improving overall customer satisfaction.
- Performed cash, card, and check transactions to complete customer purchases.
- Experienced in International and Domestic Wire Transfers
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Recognized for referring and introducing more than 50 clients to Lending Officers and Financial Advisors.
Senior Account Specialist
Discover Financial Services
12.2019 - 04.2020
- Awarded for following procedure and policy accurately during training phase
- Educated customers on digital banking services, increasing adoption rates and overall convenience.
- Set up new customer accounts and updated existing profiles with latest information.
- Analyzed financial data to identify trends and provide actionable insights for improved decision-making among senior leadership team members.
- Tailored communication strategies to match client.
- Collaborated with other departments when necessary, ensuring seamless support for customers across multiple areas.
- Met customer call guidelines for service levels, handle time and productivity.
Retail Team Lead (Macy’s My Shop Captain)
Macy’s
07.2018 - 11.2019
- Led a team of 6 Sales Associates, resulting in significant increase in sales in the men’s dept
- Provided valuable inputs to the company’s engagement advisory group, which led to a more equitable work distribution amongst employees
- My proficient sales techniques helped Macy’s gain over 500 new customer credit card accounts (second highest in store)
- Ranked amongst the top 50 (out of over 800) sales associates in the Colorado/Utah district with over $130k personal sales record
- Persuaded several customers to enroll for incentive program(s) benefitting charity foundations such as ‘Make-A-Wish’, ‘Breast Cancer Research Foundation’ (BCRF) (second highest in store)
Sales Associate
Macy’s
04.2018 - 07.2018
- Was promoted to the position of team lead within first 3 months of employment
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Provided a pleasant in-store customer experience by ensuring consumer satisfaction and maintaining amicable relationships with co-workers
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Education
Bachelor of Arts - English, Bengali, History, Philosophy And Education
Calcutta University
Kolkata, West Bengal06.2010
Skills
- Teamwork and collaboration
- Problem-solving
- Banking operations
- Excellent communication
- Team building leadership
- Client relationship development
- Scheduling events and programs
- Community outreach expert
- School events planning
- Inspiring mentorship
- Computer skills
- Public speaking
Awards
- Pinnacle, Bank of America, 2022
- Friendliest Associate in Store, Macy’s, 2018
- Sunshine Maker of the Day, Macy’s, 2018
- Holiday Ambassador, Macy’s, 2018
- Top 50 sales associates CO/UT dist.
Languages
Bengali
Native or Bilingual
Hindi
Native or Bilingual
English
Full Professional
Certification
- Sales and Service Certification - Various accredited institutions and organizations.
- Teller Operations Specialist Certificate – Center for Financial Training.
- Notary Public - UT Secretary of State or other designated state authority.
- Physical Education Teacher Certification - West-Bengal, India.
- Elementary School Teacher - West-Bengal, India.
- Customer Service Representative (CSR) Certificate - Various accredited institutions and organizations.
- Digital Banking Certificate – Various accredited institutions and organizations.
Accomplishments
- Earned the “Pinnacle Diamond” Award in 2022 for my Performance!
- Promoted to Market Financial Center Manager after 3.5 years with the company.
- Promoted to Senior Banker after 2.5 years with the company.
- Supervised team of about 6 staff members at more than 6 Financial Centers.
- Achieved average of 100% student satisfaction ratings for all events.
- Planned about 10 events in less than 6 Months.
- Trained and mentored over 9 events planning associates.
- Achieved 100% Audit result by completing day to day operational tasks with accuracy and efficiency.
- Awarded “Friendliest Associate" in 2018 at Macy's.
- Served as a Holiday Ambassador in 2018 at Macy's.
Interests
- Youth Development Programs
- Volunteer Work
- Experimenting with different creative mediums, like Photoshop, and Lightroom, and Premier-Pro to expand skills and techniques
- I have a passion for photography and editing photos
- Acting and Writing
- Dance
- Hiking
- Participating in cultural exchange programs and homestays
- Road Trips
Timeline
Officer, Market Financial Center Manager
Bank of America
03.2024 - Current
Senior Banker
Bank of America
03.2023 - 03.2024
Relationship Banker
Bank of America
05.2020 - 03.2023
Senior Account Specialist
Discover Financial Services
12.2019 - 04.2020
Retail Team Lead (Macy’s My Shop Captain)
Macy’s
07.2018 - 11.2019
Sales Associate
Macy’s
04.2018 - 07.2018
- Sales and Service Certification - Various accredited institutions and organizations.
- Teller Operations Specialist Certificate – Center for Financial Training.
- Notary Public - UT Secretary of State or other designated state authority.
- Physical Education Teacher Certification - West-Bengal, India.
- Elementary School Teacher - West-Bengal, India.
- Customer Service Representative (CSR) Certificate - Various accredited institutions and organizations.
- Digital Banking Certificate – Various accredited institutions and organizations.
Bachelor of Arts - English, Bengali, History, Philosophy And Education
Calcutta University
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