summary of qualifications
Results-oriented, motivated professional with over six years of experience
in customer service, banking, sales and operations. Pursuing a position in
customer service and/or administration. Qualifications include ability to
build long-term, positive relationships with customers, excellent
communication and presentation skills, ability to manage multiple
priorities and projects, ability to analyze problems and provide solutions.
skills
. Proficient in Microsoft Excel, PowerPoint, Outlook and Word.
. Bilingual: fluent in Hindi.
. Flexible and highly motivated self-starter. Enjoy a challenging and
goal oriented work environment.
. Efficient time manager, successfully multi-task in a dynamic
environment with shifting priorities.
EXPERIENCE
Heritage Community Credit Union, Rancho Cordova, CA January
2003 - August 2010
Provides banking and financial services and products to customers in
Northern California.
Financial Service Representative
. Assisted customers with banking related transactions.
. Educated customers on financial products and services.
. Gained understanding of customers' needs to serve them more
effectively.
. Assisted with daily ATM and vault balancing.
. Performed monthly audits of consignment items.
. Generated sales leads by building relationships of new and existing
customers.
. Trained and coached over 10 new financial representatives on branch
operations.
. Ensured compliance of federal regulations: OFAC, Bank Secrecy Act,
Know Your Customer, CUNA, Regulation CC and Regulation E.
. Consistently won awards for "Excellence in Customer Service."
. Worked on a cross-functional team to provide customers with excellent
service.
H&R Block, Sacramento, CA December 2001
-December 2002
Provides tax and financial services to customers.
Office Manager
. Scheduled appointments for customers.
. Responsible for verifying tax return check delivery to customers.
. Performed daily banking transactions for the office.
. Organized and reviewed customer tax files.
. Trained two office assistants on office policies and procedures.
Education
Heald College, Rancho Cordova, CA October 1999 -
April 2001
Associates Degree in Computer Technology