Tarun Bhola
.
Fremont,CA
Summary
Honored to receive the 2023 Pinnacle Award for Consumer and Small Business Banking at Bank of America! This award recognizes dedication to providing exceptional customer service and supporting the financial center's operations. I'm grateful for the opportunity to work with amazing colleagues and make a positive impact on customers' lives.
Overview
13
13
years of professional experience
7
7
years of post-secondary education
Work History
Consumer & Small Business Banker
Bank of America
08.2022 - Current
- Developed a reputation as a trusted advisor by consistently exceeding customer expectations and providing sound financial guidance tailored to each client''s unique needs.
- Conducted comprehensive financial reviews for new and existing clients, identifying opportunities for growth and improvement.
- Developed strategies to increase deposit growth by offering competitive products and services tailored to small business needs.
- Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
- Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
Senior Accounts Payable Administrator Officer
Findex
12.2016 - 01.2020
- Developed comprehensive training materials for new hires, fostering seamless onboarding experience for Accounts Payable Administrators.
- Enhanced cash flow management with meticulous tracking of expenses and proactive communication with finance teams.
- Ensured accuracy in financial reporting by reconciling accounts payable general ledger accounts on a monthly basis.
- Facilitated annual audits by providing thorough documentation and addressing auditor inquiries promptly and professionally.
- Conducted regular reviews of outstanding liabilities to prevent overpayments or duplicate payments, preserving company resources effectively.
- Supervised team of junior Accounts Payable Administrators, providing mentorship and performance feedback as needed to ensure success in their roles.
Accounting Officer
Xero Accounting
11.2011 - 11.2016
- Developed strong relationships with vendors and clients to maintain timely payments while negotiating favorable terms.
- Collaborated with external auditors during annual audits, providing accurate documentation for efficient review process.
- Participated in cross-functional projects, utilizing accounting expertise to provide insights on cost management and revenue generation opportunities.
- Enhanced financial accuracy by streamlining accounting processes and implementing internal controls.
- Performed detailed financial analysis on business operations, supporting management decisions regarding resource allocation and profitability enhancements.
- Supported management in strategic planning efforts by providing relevant financial data and forecasting future performance trends.
Education
Post-Graduation - Business Accounting Strategic & Leadership Management
NZQA
Auckland 10.2012 - 09.2014
Some College (No Degree) - Accounting and Finance Management
NZQA
Auckland 09.2011 - 09.2012
National Diploma - Business Management
NZQA
Auckland 08.2010 - 08.2011
Bachelor - Business and Accounting
GNDU
India 04.2007 - 05.2010
Skills
Financial Planning
Customer Service
Time Management
Budget Planning
Microsoft Office
Task Manager
Sales Force
UKG workforce
POS Perfect II
Xero
Relationship management
Problem-solving abilities
Awards
Pinnacle Award for Consumer and Small Business Banking, Bank of America, 01/01/23
Timeline
Consumer & Small Business Banker
Bank of America
08.2022 - Current
Senior Accounts Payable Administrator Officer
Findex
12.2016 - 01.2020
Post-Graduation - Business Accounting Strategic & Leadership Management
NZQA
10.2012 - 09.2014
Accounting Officer
Xero Accounting
11.2011 - 11.2016
Some College (No Degree) - Accounting and Finance Management
NZQA
09.2011 - 09.2012
National Diploma - Business Management
NZQA
08.2010 - 08.2011
Bachelor - Business and Accounting
GNDU
04.2007 - 05.2010
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