Sweeta Birbal
Margate,FL
Summary
Dedicated and experienced Personal Banker with excellent customer service skills and ability to handle multiple responsibilities. Seeking opportunity to use my years of experience to grow and accomplish higher achievements, where I can be part of an organization that values and invest in its people and culture.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Managing Member/Owner
Superyacht Repairs and Consultation LLC
12.2023 - 11.2024
- Manage all bookkeeping for business using software Quickbooks, docusign
- Using Excel spreadsheets to keep track of expenses and invoices
- Typing up proposals for jobs to be completed
- Utilizing time efficiently for all work done in a timely manner and balance spreadsheets
Personal Banker
WELLS FARGO BANK, N.A
Coral Springs, US
08.2014 - 06.2023
- Open and manage Consumer and Business Accounts
- Credit and Loan Specialist business and consumer
- Wells at Work Specialist
- Call current and prospective customers to set appointments
- Maintain customer's relationship with confidentiality while provide excellent customer service
- Build meaningful conversations with customers to present financial services and products that meet their needs
- Resulting in loan and credit card applications
- Introduce Wells Fargo partners and bankers who can assist with specific financial needs
- Notary Services
- Process all Teller transactions, including balancing and processing cash
- Managing and exceeding individual goals
- Ensure policies, procedures, and regulations are met
Customer Sales and Service Representative
Wells Fargo
06.2012 - 08.2014
- Open Consumer and Business Accounts
- Build meaningful conversations with customers, consumers and business
- Introduce partners and bankers who can assist with specific financial need
- Follow up teller introductions
- Notary Services
- Perform as a teller and open a draw to meet business needs
- Meeting, managing and exceeding individual sales goals
- Ensure policies, procedures, and regulations are met
Customer Sales & Service Representative
TD BANK
02.2011 - 06.2012
- Open Consumer and Business Accounts
- Build meaningful conversations with customers, consumers and business
- Meeting, managing and exceeding individual sales goals
- Ensure policies, procedures, and regulations are met
- Notary Services
Loan Officer/Customer Service Representative
REPUBLIC BANK OF TRINIDAD AND TOBAGO
08.2002 - 04.2010
- Open and manage Consumer and Business Accounts
- Accept applications for loans, credit cards and mortgages
- Call current and prospective customers to set appointments
- Maintain customer's relationship and provide excellent customer service
- Build meaningful conversations with customers to present financial services and products that meet their needs
- Introduce Wells Fargo partners and bankers who can assist with specific financial needs
- Follow up tellers interactions
- Managing and exceeding individual goals
- Ensure policies, procedures, and regulations are met
Education
GED -
JP Taravella High School
Coral Springs, FLAdvanced Diploma in Business Administration - Business Administration
Institute of Commercial Management
Advanced Diploma in Human Resources - Human Resources
Institute of Commercial Management
Skills
- Customer Service
- Banking
Certification
Certified Notary Public
Additional Information
Excellent customer services experience handling complex transactions., Ability to exceed performance objectives., Devoted participant in teams to over-achieve goals.
Personal Information
Authorized To Work: US
Timeline
Managing Member/Owner
Superyacht Repairs and Consultation LLC
12.2023 - 11.2024
Personal Banker
WELLS FARGO BANK, N.A
08.2014 - 06.2023
Customer Sales and Service Representative
Wells Fargo
06.2012 - 08.2014
Customer Sales & Service Representative
TD BANK
02.2011 - 06.2012
Loan Officer/Customer Service Representative
REPUBLIC BANK OF TRINIDAD AND TOBAGO
08.2002 - 04.2010
GED -
JP Taravella High School
Advanced Diploma in Business Administration - Business Administration
Institute of Commercial Management
Advanced Diploma in Human Resources - Human Resources
Institute of Commercial Management
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