TULSI PATEL
Ridgeland,MS
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate Banker
JPMorgan Chase
06.2024 - Current
- Supports five chase branches in the Jackson area, adapting quickly to different teams and environments while maintaining consistent service standards
- Deliver strong client experiences by managing lobby flow, appointments, and transactions, contributing to smooth daily branch operations.
- Open and service accounts while ensuring full compliance with chase policies, risk controls, and regulatory requirements
- Strengthen client relationships through active listening and needs-based conversations, connecting clients with banker and specialist to support financial goals
- Promote critical branch operations including cash handling, balancing, and vault/atm management with a strong focus on accuracy and risk management
- Promote digital adoption by educating clients on chase mobile app, chase.com, and atm capabilities to improve efficiency and self-service usage
- Educated customers on features and benefits of banking products and services.
- Trained new hires on customer service policies and procedures.
Assistant Branch Leader
Cadence Bank
09.2022 - 11.2023
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Collect, analyze and manage quantitative data to provide insights for a strategic decision-making process.
- Utilize intermediate Excel Skills and other basic functions to streamline data and end of report process.
- Processed customer transactions promptly, minimizing wait times.
- Maintained accurate records of customer transactions in line with bank procedures.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Educated customers on online banking and mobile banking applications.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Amazon Problem Solver (Process Assistant Guide)
Amazon
10.2020 - 07.2022
- Defined problems to make decisions and moved forward to support quick resolution.
- Researched and extracted data to complete tasks.
- Searched for opportunities to improve or incorporate ways to serve, create and operate.
- Networked to gather outside expertise to solve issues.
- Used logic and imagination to analyze situations and develop intelligent solutions.
- Troubleshoot and resolve problems that an associate encounter with inventory, including printing ASIN labels, damage out products and adding expiration dates to food and health products. Resolve issues in a timely manner.
- Labeled boxes, crates and containers with accurate order information, destinations and codes to minimize shipping errors.
- Replenished items taken from shelves, safely using equipment to lift and organize products.
Grocery Store Manager
Patel Brothers
05.2019 - 07.2020
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Improved staffing during busy periods by creating employee schedules and monitoring callouts.
- Established team priorities-maintained schedules and monitored performance.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Education
Bachelor of Science - Finance
Southern New Hampshire University
12.2023
High School Diploma - undefined
Ridgeland High School
Ridgeland, MS05.2018
Skills
- Sales Expertise
- Financial Markets
- Cash Handling Expertise
- Customer Service
- PowerPoint Proficiency
- Quantitative Data
- Excel Proficiency
- Investment Knowledge
- Business Development
- Night and Safe Deposit Procedures
- Time Management
- Active Listening
- Foreign Currency Exchanges
- Exceptional Customer Service
- Accounting
- Data Analyst
Certification
- Business Analytics with Excel (2024)
- Credential ID- 5012644
Languages
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Associate Banker
JPMorgan Chase
06.2024 - Current
Assistant Branch Leader
Cadence Bank
09.2022 - 11.2023
Amazon Problem Solver (Process Assistant Guide)
Amazon
10.2020 - 07.2022
Grocery Store Manager
Patel Brothers
05.2019 - 07.2020
High School Diploma - undefined
Ridgeland High School
Bachelor of Science - Finance
Southern New Hampshire University