Sunil Raut
Empower Retirement
Arlington,TX
19
years of professional experience
Experienced financial services and client support professional with a strong background in retirement services, banking, and technical support. Proven ability to deliver exceptional customer service, conduct financial needs assessments, and support clients with complex financial and digital platform inquiries. Multilingual professional recognized for service excellence and compliance.
Work History
Retirement Representative
1 Year- Assist retirement plan participants with account inquiries, contributions, rollovers, and distributions
- Educate clients on plan features, investment options, and online account tools
- Maintain compliance with regulatory, privacy, and security standards
- Deliver high-quality service in a fast-paced call center environment.
Client Services Representative
11 Months- Supported clients with brokerage accounts, online trading platforms, and account maintenance.
- Resolved technical issues related to online access, transactions, and digital tools
- Explained financial products and services while ensuring regulatory compliance
- Accurately documented client interactions using CRM systems.
Personal Banker II / Business Banker
5 Years 10 Months- Managed consumer and small business relationships through financial needs assessments
- Recommended banking, credit, and investment solutions to meet client goals
- Ranked in the top 1% for customer service, earning multiple service awards
- Ensured compliance with banking regulations and internal policies
Personal Banker I / Loan Officer
1 Year 7 Months- Originated and processed consumer loan applications
- Educated clients on credit products and financial planning options
- Met sales and service targets while maintaining strong client relationships
- Recognized for outstanding service and product knowledge
Front Desk Supervisor
10 Months- Supervised daily front desk operations and staff scheduling
- Resolved guest concerns while maintaining high service standards
- Managed cash handling and daily audit procedures
- Trained new staff on customer service policies
Auditor
4 Years 8 Months- Conducted transaction audits to ensure accuracy and compliance
- Delivered high-end customer service in a luxury retail environment
- Promoted store credit programs and met sales targets
- Ensuring compliance with regulations and preparing audit report.
Education
Bachelor of Science - Hospitality Management
Skills
Customer Service Excellence (Top 1% at Wells Fargo)
Sales & Financial Analysis
Retirement
Banking & Brokerage Services
Technical Support & Digital Platforms
Multilingual: English
Nepalese
Hindi
Certifications & Awards
Wells Fargo Credit Choice Star (Q3 2014), IHG Brand Hearted Service Certification, Neiman Marcus Credit Star
Timeline
Retirement Representative
Empower Retirement
02.2025 - 02.2026Read More
Client Services Representative
Charles Schwab
04.2020 - 03.2021Read More
Personal Banker II / Business Banker
Wells Fargo Bank
05.2014 - 03.2020Read More
Personal Banker I / Loan Officer
Wells Fargo Bank
10.2012 - 05.2014Read More
Front Desk Supervisor
Quality Inn
06.2011 - 04.2012Read More
Auditor
Neiman Marcus
10.2006 - 06.2011Read More
San Jose State University
Bachelor of Science from Hospitality Management
Read More