Sushma Sharma

Working closely with management to strategize sales techniques to increase branch production and customer service. Networking to increase client base and encourage existing clients to expand financial portfolios. Process customer requests for statements, ordering additional checks and updating customer personal information in database. Achieved consistent recognition as top sales performer.

Handling tasks on daily basis

• Regulations E, Regulations Z, General Ledgers
• ACH, Wire Transfers
• Buy & sale of Foreign Funds
• Opening & managing of Business Accounts, Consumer Accounts, IRA Accounts, Credit Cards
• Submission of Consumer Loans, Mortgage Loans

• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Opened, closed and updated accounts for customers.
• Provided advice on different bank products and financial options.
• Balanced teller drawers and ATM cash.
• Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
• Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
• Evaluated client financial positions and identified most appropriate banking products.
• Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
• Supervised branch operations and made continuous improvements in each area.
• Checked accounts for fraud and provided law enforcement with relevant details.
• Upheld stringent bank standards for loans, money handling and legal considerations.
• Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
• Helped clients protect assets through variety of strategies.
• Performed loan servicing functions to check compliance with applicable terms and conditions.
• Consulted on business packages and made personalized recommendations.
• Exceeded sales goals in Credit Cards and Online Banking on consistent basis.
• Managed portfolio of accounts and monitored for issues in need of attention.
• Represented bank at community events to establish strong ties and promote business.
• Set risk management policies to mitigate bank losses.
• Located and pre-qualified customers for mortgages.

• Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
• Provided positive first impressions to welcome existing, new and potential customers.
• Helped customers locate products and checked store system for merchandise at other sites.
• Answered customer questions regarding sizing, accessories and proper care for merchandise.

• Worked with teachers to design lesson plans and coordinate activities for classes, consistently noting successful ideas and identifying areas for improvement.
• Provided one-on-one and group-based learning support to maintain student progress and development.
• Kept students on-task with proactive behavior modification and positive reinforcement strategies.
• Performed staff monitoring duties such as overseeing recess, lunch and daily student intake and dismissal.

• Lunch Supervision and inspection of foods and helping kids
• Part of this duration I was a volunteer before taking the part-time position at the school
• As a volunteer I was involved in assisting and helping teachers in daily routines like test paper corrections, documentation and maintenance of student information on computers.

Lunch Supervision and inspection of foods and helping kids

Assisting teachers in daily works. Documenting student grades and data entry.

Efficiently handled office administration. Maintained detailed documentation of the company’s products. Liaison and communications with vendors and clients. Creating, handling and filing of Invoices. Maintaining account register. Bank reconciliations etc..