Zil Patel

Handling cash, solving day to day problems, bankers, opening accounts, resolving customers problem

• Provided exceptional customer service by addressing inquiries and resolving issues in a timely and professional manner
• Managed a high volume of inbound calls and emails, consistently meeting or exceeding service level agreements
• Processed orders, returns, and exchanges efficiently and accurately to ensure customer satisfaction
• Collaborated with cross-functional teams to escalate unresolved issues and promote continuous improvement of service delivery
• Maintained detailed records of customer interactions and feedback to identify patterns and areas for service enhancement
• Manage in-person and telephone complaints and requests 
• Perform regular assessments regarding customer complaints and provide suggestions to improve customer satisfaction 
• Exceed customer satisfaction goals by [15%-30% month over month] and identify opportunities to improve the customer experience
• Train new employees on CRM software and customer service best practices to deliver a high-quality customer experience
• Achieve average [customer service ratings of 87%], [13% higher than the company average]
• Provided quality customer service in a high-volume call center processing transactions and assisting with service sign-ups

Started as a Universal Banker and got promoted to Relationship Banker with raising my own standards, accomplishing goals,

Giving exceptional customer service, operational leader for the team, delivering team base value, understanding customer's need and guiding them to our experienced team of expert.

• Developed and maintained strong relationships with clients to understand their financial needs and provide personalized banking solutions
• Advised clients on various banking products and services, such as savings accounts, loans, and investments, to help them achieve their financial goals
• Processed and approved loan applications, ensuring compliance with banking regulations and policies
• Conducted thorough financial analysis of clients' credit history and financial statements to assess their creditworthiness and make informed lending decisions
• Acted as a liaison between clients and other departments within the bank to ensure seamless and efficient banking services
• Meet with [50+] banking customers per week, manage accounts, identify business opportunities, and upsell retail banking products based on customer [needs]
• Support new customers in opening checking and saving accounts and applying for loans, including reviewing client financial documentation and transactions
• Educate clients on banking products and financial services
• Delivered exceptional customer service to new and existing banking clients, processed transactions, and managed deposits
• Introduced banking, loan, and credit card products to customers and provided recommendations based on their financial needs
• Attend meetings with existing clients and prospects to provide education on investment strategies, economics, and portfolio management
• Conduct equity research and identify long-term investment opportunities in promising, customer-oriented companies
• Led consultative meetings with existing customers and prospects to evaluate banking needs, identify sales opportunities, and provide education on financial solutions, including checking accounts, mortgage loans, savings accounts, and online banking
• Addressed and resolved customer issues regarding overdrafts, fraudulent charges, loan applications, fees, and overdue credit payments