Yogini Patel
767 Hopetown Road, Chillicothe,Oh
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Bank Teller
Ross County Bank
11.2021 - 09.2022
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Prepared reports on transaction activity for management review.
- Maintained confidentiality of bank records, transactions and customer information.
- Welcomed customers and offered pleasant service during entire transaction.
Regional Resources Services and Branch Banker
PNC Bank
01.2020 - 07.2020
- Planned and coordinated process improvements and new initiatives, including introduction of new products and services
- Identified and recommended products and services to suit each customers' financial needs and requirements
- Provided service to customers and prospects seeking loans by providing right loan products that met their needs
- Minimized and mitigated fraud risks and other potential losses by managing sound security strategies
Personal Banker
Chase Bank
07.2017 - 12.2019
- Accurately opened new accounts by correctly compiling the customer's information and filing related forms
- Obtained credit records from reporting agencies to aid in decision-making process for each application
- Collaborated across departments to process investment, mortgage, and insurance documentation
- Assessed the creditworthiness of applicants by obtaining histories from reporting agencies
Bank Teller
Chase Bank
03.2012 - 06.2017
- Handled diverse customer needs to develop and retain loyal relationships
- Complied with applicable banking laws and regulations and followed company security and operational procedures
- Developed relationships with customers, suggested suitable bank services, and met banking needs
- Researched, troubleshot, and resolved customer and internal inquiries regarding policies, practices, and products
Front Desk Clerk
Baymont inn & suites
09.2010 - 03.2011
- Answered inquiries about hotel services travel directions, nearby shopping, restaurants, and entertainment venues
- Represented brand by upholding hotel's high standards of quality and service
- Coordinated with housekeeping or maintenance departments to help resolve room problems
Administrative Assistant
Travelltag Overseas Insurance company
04.2009 - 10.2009
- Worked on special projects, taking lead on important project initiatives
- Assisted company in preparing proposals for new business, including editing and collating
- Supported Sales Managers by handling day-to-day needs and special projects with good multitasking and research skills
Bajaj Allianz Life Insurance Co.Ltd
10.2007 - 09.2009
- Collected, counted and disbursed money to complete basic bookkeeping and banking transactions.
- Collaborated with other departments on projects requiring cross-functional teams.
- Followed confidentiality rules to preserve data quality and reduce potential information compromise.
Education
Bachelor of commerce - Finance
South Gujarat University
Surat, Gujarat, India06.2017
Skills
- Financial management
- Fraud preventions
- Regulatory compliance monitoring
- Workflow coordination
- Time management proficiency
- Data entry efficiency
Certification
Ohio Notary public
Software Skills
- Microsoft Word
- Microsoft Excel
Languages
English
Full Professional
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
Timeline
Bank Teller
Ross County Bank
11.2021 - 09.2022
Regional Resources Services and Branch Banker
PNC Bank
01.2020 - 07.2020
Personal Banker
Chase Bank
07.2017 - 12.2019
Bank Teller
Chase Bank
03.2012 - 06.2017
Front Desk Clerk
Baymont inn & suites
09.2010 - 03.2011
Administrative Assistant
Travelltag Overseas Insurance company
04.2009 - 10.2009
Bajaj Allianz Life Insurance Co.Ltd
10.2007 - 09.2009
Bachelor of commerce - Finance
South Gujarat University