Swati Parulekar
Hopkinton,Massachusetts
Summary
Service-oriented Financial Services Associate with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Have people skills and accuracy which allows to make a significant contribution to any team.
Overview
4
4
years of professional experience
Work History
Financial Services Associate
TD Bank
Waltham, MA
05.2021 - Current
- Administered all account transactions with customers and assisted in generate sales opportunities.
- Conducted needs-based conversation and offered financial solutions to meet Customers' needs.
- Performed ATM deposits, withdrawals, check deposits and check cashing.
- Opened new accounts for new and existing customers and assisted customers in completing all application forms.
- Proactively reached out to Customers to deepen relationships through needs-based conversations.
- Responsible for meeting individual performance metrics.
Head Teller
TD Bank
Waltham, MA
08.2020 - 05.2021
- Accountable for achieving an overall Legendary Customer experience in Store.
- Provided leadership, conflict resolution, process improvement and communication to the Teller line.
- Handled the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and Employee safety.
- Have led by example and coached Teller team focusing on Customer experience, having needs-based conversations and offering financial solutions to meet our Customers' needs.
- Partnered with Store Leadership to achieve both store and individual performance metrics.
- Responsible for making sound decisions and timely problem resolution.
- Effectively executed all service and referral routines to deepen customer relationships.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Teller
TD Bank
Waltham, MA
10.2019 - 08.2020
- Enthusiastically greeted customers and offered dedicated service during entire transaction, improving my store LEI.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed exchange and foreign currency transactions.
- Completed special procedures for customers such as ordering new checks, stop payments or investigating identity theft.
- Promoted products or services to each customer to consistently achieve sales targets.
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Educated customers on use of banking website and mobile apps.
Accounts Payable Administrator
United Site Services
Westborough, MA
03.2019 - 05.2019
- Created and added Material to hard copy files as needed for record keeping.
- Assisted with year-end audit work.
- Sorted all papers alphabetically and according to content, dates, significance etc.
- Updated and maintained aging report to facilitate payments
- Updated records with new files and information.
- Communicated with vendors to identify and resolve outstanding payments.
- Followed up with staff and customers by phone and email regarding missing or needed information and compiled retrieved information into files.
Administrative Clerk
Mahesh Tutorials Pvt. Ltd
11.2013 - 11.2014
- Performed general administrative duties, Bills Payment, Petty Cash, Record Keeping.
- Handled various Accounting transactions.
- Ensured smooth management of Customer Requests via telephone and email.
- Provided a high level of Customer Service through a friendly approach, strong professionalism and timely assistance.
- Handled Center Operations and Data Management.
- Obtained documents, clearances, certificates and approvals from local agencies.
- Supported and Planned for improvements in admission rates by helping in various Sales & Marketing activities.
- Researched and updated all data required materials needed for marketing and sales.
Junior Accountant
Talwalkars Pvt. Ltd
09.2009 - 03.2010
- Responsible for handling cash and checks.
- Processed billing handled collections and prepared daily bank deposits.
- Monitored advance requests, expense reports and reimbursements requests.
- Accurately documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Reconciled monthly bank statements.
- Followed up with customers to collect information and verify details.
- Assisted with monthly balance sheet accounts for corporate accounting.
- Responsible for maintaining staff time sheet and carrying out billing of hours.
- Prepared special financial reports by collecting, analyzing, and summarizing account information.
- Provided extensive clerical and administrative support to department staff.
Education
Post Graduate Diploma - Human Resource Management
Welingkar Institute of Management
Mumbai2015
Advanced Diploma - Business Administration
Welingkar Institute of Management
Mumbai2014
Masters - Commerce
University of Mumbai
Mumbai2013
Diploma - Financial Management
Welingkar Institute of Management
Mumbai2012
Bachelors - Commerce
University of Mumbai
Mumbai2011
High School Diploma -
Thomas Baptista
Mumbai2008
Skills
- Business Development
- Strong Communication skills
- Customer Service
- Cash Management
- MS Office Suite
- Bookkeeping
- Accounting
- Financial Services
- Administrative support
- Financial Management
Additional Information
- Licensed Notary.
- Focused on providing Legendary Service in every interaction.
- Demonstrated Accounting skills.
- Proficient with Microsoft Office—Word, Excel, PowerPoint, Outlook.
- Ability to work with money transactions with a high degree of accuracy.
- Able to solve customer issues efficiently and courteously.
Timeline
Financial Services Associate
TD Bank
05.2021 - Current
Head Teller
TD Bank
08.2020 - 05.2021
Teller
TD Bank
10.2019 - 08.2020
Accounts Payable Administrator
United Site Services
03.2019 - 05.2019
Administrative Clerk
Mahesh Tutorials Pvt. Ltd
11.2013 - 11.2014
Junior Accountant
Talwalkars Pvt. Ltd
09.2009 - 03.2010
Post Graduate Diploma - Human Resource Management
Welingkar Institute of Management
Advanced Diploma - Business Administration
Welingkar Institute of Management
Masters - Commerce
University of Mumbai
Diploma - Financial Management
Welingkar Institute of Management
Bachelors - Commerce
University of Mumbai
High School Diploma -
Thomas Baptista
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