Tushar Pandya
Absecon,NJ
Summary
Versatile Branch Manager with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Customer Care Center where talents in Sales , Service and Management will be valuable.
Overview
32
32
years of professional experience
3
3
years of post-secondary education
Work History
Branch Manager, AVP
PNC Bank
Galloway, NJ
06.2002 - Current
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Assessed employee performance and developed improvement plans.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Recruited, interviewed and hired Number employees and implemented mentoring program to promote positive feedback and engagement.
Financial Sales Consultant
PNC Bank
Galloway, NJ
06.2002 - 05.2014
- Developed incentives, achieving sales targets to increase revenue.
- Oversaw financial sales to monitor compliance with legal requirements and company policies.
- Created, updated and followed up on Type contact and sales records.
- Exceeded revenue objectives of $Amount per quarter.
- Represented company at industry events to promote Product or Service.
- Implemented initiatives to improve customer satisfaction and increase repeat business.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Identified customer financial service needs to prepare proposals and sell services.
Education
Bachelor Of Commerce - Advance Accounting And Auditing
Anand Commerce College
Gujarat, India 04.1983 - 04.1986
Skills
Business development expertise
Relationship building and management
Cash handling expertise
Reporting familiarity
Sales professional
Bank security expert
Business Development
Resourceful nature
Loans
Project Management
Staff Training
Staff Management
Customer service awareness
Strong team-builder
Financial services
Banking
Goals and performance
Employee Development
Revenue Generation
Marketing
Proficient in MS Office
Approachable
Product training
Friendly
Verbal/written communication
Community Relations
Cash Handling
Relationship Management
Documentation
Team Player
Sales expertise
Accomplishments
- Repeatedly received recognition from superiors for excellence in service.
- Market All Star Award Winner in 2021
Timeline
Branch Manager, AVP
PNC Bank
06.2002 - Current
Financial Sales Consultant
PNC Bank
06.2002 - 05.2014
Bachelor Of Commerce - Advance Accounting And Auditing
Anand Commerce College
04.1983 - 04.1986