Sujana Meka

• Developed and maintained strong client relationships by identifying financial needs and recommending appropriate banking products.
• Opened and serviced checking, savings, money market, and certificate accounts for consumer and small business clients.
• Processed high-volume financial transactions including deposits, withdrawals, transfers, and account servicing requests.
• Managed daily vault operations including balancing vault cash, distributing funds to tellers, and monitoring branch cash limits.
• Prepared and processed large currency shipments and cash orders while maintaining strict security controls.
• Resolved complex account issues while maintaining professionalism and strong customer service standards.
• Consistently met or exceeded referral and sales goals through proactive client engagement.
• Educated customers on digital banking tools, fraud prevention, and account security.
• Maintained compliance with internal policies, banking regulations, and operational procedures.

● Prepared and electronically filed federal and state individual income tax returns with high accuracy.

●Maintained up-to-date knowledge of changing tax laws and regulations affecting clients.

●Reviewed W-2s, 1099s, and investment statements to ensure compliant and complete reporting.

● Identified eligible deductions and credits to maximize client refunds.

● Maintained strict confidentiality of sensitive financial and personal information.

● Delivered professional client service resulting in repeat and referral business.

• Served as a Float Teller supporting multiple branch locations and assisting with daily operational needs.
• Delivered high-quality customer service while processing deposits, withdrawals, loan payments, and transfers.
• Balanced cash drawers daily with strong accuracy and minimal discrepancies.
• Assisted customers with account inquiries, service requests, and issue resolution.
• Identified opportunities to refer banking products and services to support branch growth goals.
• Maintained strict compliance with banking regulations, security policies, and operational procedures.
• Handled confidential financial information while ensuring privacy and data security standards.