Tularam Khemna
Queens,New York
Summary
Detail-oriented professional poised to translate two and half years of customer service and teller experience into a career in banking or any related industry. An undergraduate student with strong analytical skills, experience training staff, and building client-facing relationships, Adept at problem solving, organization, and concise communication.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker
Citibank
04.2023 - Current
- Providing industry expertise to identify client needs and educate on product offerings, resulting in account expansion and loyalty.
- Upholding brand reputation through risk assessment, compliance, and policy adherence.
- Enhancing branch performance by coaching and training tellers through programs, services, and other sales skills.
- Managing sales/business cycle of personal and business accounts, including sales pipeline management.
- Facilitate weekly sales presentations for NYC branches by providing vital KPIs such as revenue growth, client retention rate, and customer satisfaction.
Concierge Banker
Citibank
05.2022 - 04.2023
- Identify customer transactional and account needs for specific products, services, and promotional offerings.
- Submitting client cases regarding discrepancies with a variety of services that are offered such as ATM, withdrawal, deposits, or online banking.
- Maintaining 25+ clients daily records through Salesforce for customer email inquiries and follow-ups.
- Achieving monthly sales quota regarding new account openings, credit cards, and business referrals.
- Providing exceptional customer services through engagement and relationship building with clients.
Senior Teller
TD Bank
05.2018 - 09.2020
- Monitored over 100+ client transactions and provided support with ongoing customer needs.
- Assisted the Head Teller with keeping track of vault movements on a daily basis.
- Referred clients to services and products that the bank offered as well as apply cross selling techniques.
- Organized new hire teller trainings with the TD team to reinforce appropriate usage of software databases and customer engagement strategies.
- Tracked and maintained clients' confidential records through Fidelity and through a system named Encore Platform.
Education
Salesforce Pathfinder Program -
Salesforce Pathfinder Program
11.2022
Bachelor's Degree - Computer Networking Technology
Queens College
Flushing, NY12.2021
Associate degree - Computer Networking Technology
Borough of Manhattan Community College
New York, NY05.2019
Skills
- SFDC
- Advanced Microsoft Office
- G Suite
- Titam
- Encore Teller
- Encore Platform
- Net Query
- Fidelity
Certification
- Blackboard and Canvas Platform management
- Management Simulation System approved course
- Banking Training approved (fraud prevention, operations, and sales development)
- Certified in Google AdWords
- Certified in Google Analytics
- Certified in the Salesforce Pathfinder Program
Timeline
Personal Banker
Citibank
04.2023 - Current
Concierge Banker
Citibank
05.2022 - 04.2023
Senior Teller
TD Bank
05.2018 - 09.2020
Bachelor's Degree - Computer Networking Technology
Queens College
Associate degree - Computer Networking Technology
Borough of Manhattan Community College
Salesforce Pathfinder Program -
Salesforce Pathfinder Program
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