Customer Service Sales
Resume:
Preethi Raj
*******.*****.***@*****.***
Cell#: 703-***-****
SUMMARY
To obtain a position where my business and financial management training, problem solving, and customer service skills, together with my experience and strong interpersonal skills, can effectively be applied to contribute to the success of the organization AWARDS HONORS AND ACHIEVEMENTS
• Received the Highest rating of exceptional in annual performance for the last 4 consecutive years (2012- 15) in Capital-One
• Elected as a Member of the Capital-One Advisory Council group to recommend new ideas and products for the bank
• Elected as a Member of the Capital-One Regional Talent Acquisition group to train the new bankers in the district.
• Obtained promotion to Senior Relationship Banker in Capital One Bank within 2 years of service due to sustained demonstration of outstanding productivity and service
• Received Award of Excellence from Bank of America for the Third and Fourth quarters of 2007
• Secured First position (Gold Medalist) in I & III semester MBA exams in College Merit List
• Scored 100% in the Management Accountancy exam in the final year B.Com
• Represented college in various inter-college fests and won prizes at undergrad and graduate school levels
• Participated in various state level (Tamilnadu, India) seminars at undergrad graduate school levels
• Represented college in AIMA (All-India Management Association) - INFOSYS - 2002 Student management games
PROFESSIONAL EXPERIENCE
DESIGNATION: Relationship Banker in Capital One (Mclean Headquarters) DURATION: November 2010 to February 2016
ROLE & ACHIEVEMENTS IN THE ORGANIZATION
• A Branch Designee – Lead and managed the branch in absence of the manager
• Received the highest rating of Exceptional for Annual Performance in Capital One for FY2012, FY 2013, FY2014 and FY 2015
• Selected as a member of Advisory council board of Capital one
• Got promoted to Senior Relationship banker in September 2012
• Achieved more than 100% of monthly targets since joining the bank
• Always in the top 5 Relationship Bankers in the district
• Lead the branch in implementation of new Banking software system
• Supports sales and service strategy of a 70 million dollar branch thereby helping the branch in the top 10% branches in the company.
• Always gotten 100% in customer satisfaction surveys and thereby helping the branch in being top 10% of the company.
• Helped in the day to day operations of the branch
• Helped branch in obtaining 100% flawless in audit. Page 2 of 2
• Mentored new bankers in the district.
• Constantly trained/coached tellers.
• Promote, sell and refer products and services.
• Proactively interacts with customers to identify needs and goals
• Establish, develop, retain and deepen long term relationships
• Open and maintain full range of retail accounts and services
• Performed all daily personal banking tasks; maintenance; follow-up DESIGNATION: Personal Banker in Bank of America (Springfield, VA) DURATION: June 2008 to Oct 2008
ROLE & ACHIEVEMENTS IN THE ORGANIZATION
• Promote, sell and refer products and services
• Proactively interacting with customers to identify needs and goals
• Establish, develop, retain and deepen long term relationships
• Open and maintain full range of retail accounts and services
• Perform all daily personal banking tasks; maintenance; follow-up DESIGNATION: Teller in Bank of America (in North Austin Banking Center) DURATION: May 2007 to May 2008
ACHIEVEMENTS IN THE ORGANIZATION–
• Received Award of Excellence for the Third and Fourth quarters of 2007
• Achieved 170% of the sales target till date in the fourth quarter of 2007
• Was ranked among the Top 10 Tellers in the Austin region DESIGNATION: Officer in ICICI Bank Ltd., India
(Equivalent to Personal Banker position in USA)
DURATION: June 2003 to September 2004
ROLE & ACHIEVEMENTS IN THE ORGANIZATION–
• On an average I brought in Rs.700000 to Rs.800000 of business per month to ICICI Bank
• Relationship officer for Trusts, Associations, Societies & Clubs
• Proactively interacting with customers to identify their financial needs and suggesting them various investment avenues to suit their goals
• Providing personalized service and maintaining ongoing relationship with current customers
• Resolving the customers’ problems with necessary follow-up
• Generating leads and passing it onto the relevant people or departments with necessary follow-up
• Taking care of inward and outward bills of collection
• Actively involved in the Five ‘S’ project of the branch COMPUTER SKILLS
Application Software: MS Office
EDUCATION
MBA, Masters of Business Administration, 2003
Finance and Marketing
University of Madras, India
Bachelors of Accounting, 2001
University of Madras, India
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