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Management System Cash

Location:
Snoqualmie, WA
Posted:
January 26, 2024

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Resume:

SURBHI PANT

***** ** ******* *** #**** Issaquah WA 98027

Phone +1-302-***-**** ad24qy@r.postjobfree.com

Seasoned professional with over 5+ years of experience in banking. Experienced in cash management system, KYC documentation and process online payment operations through various tools such as ACME, OMNIFLOW,SCORE,QPH,TEMS. Resolving customer queries with calm and positive attitude,Proficient in recommending procedures with proven ability to achieve financial discipline and enhance the overall efficiency of the organization. Excellent interpersonal, communication and organizational skills with abilities in team management. Work History

Senior officer - Sumitomo Mitsui banking corporation Oct 2015 to Oct 2019

● Responsible for processing deposits such as cash,FD,tax, inter bank transfer for customers.

● Responsible for opening current/saving accounts for customers.

● Expert in solving customer queries by answering pertinent questions, and promoting the bank’s services.

● Cashing Cheques on a daily basis.

● Cash drawer Reconciliation

● Handled Cash deposit/withdrawal on a daily basis with attention to detail.

● Digitized document management using Adobe, reducing paperwork by saving the tax receipt online

● Executed 100% of cash and credit transactions and ensured the totals matched the recorded receipt totals

● Encouraged customers to be proactive with their banking, connecting them with account managers and loan officers

● Ensured customer satisfaction with patience and a positive attitude

● Assisted the supervisor with audits and daily vault balance, which exceeded 50 lakhs INR

● Performed KYC due diligence/EDD/CDD/Customer on-boarding

● Handling of cash department as a cashier

● Providing direction, motivation, & training to new team members for ensuring optimum performance for all operations.

● Recognized as Employee of the Month in 2016 and 2017

● Recognized for multiple Ovations also won operation champion award for the single

-handedly managing the work.

● Won bronze ovation and silver ovation for processing 130 transactions manually of value INR 1085 crore during an unpredictable system outrage

● Working with technology, Solution delivery and implementation team for any change request.

● Key player in several portfolio migrations from Onshore. Officer - Royal bank of scotland August 2013 – Sep 2015

● Processing payment/salaries through NEFT INWARD for pan India locations.

● Expert in solving customer queries by answering pertinent questions, and promoting the bank’s services.

● Cashing Cheques on a daily basis.

● Cash drawer Reconciliation

● Handled Cash deposit/withdrawal on a daily basis with attention to detail

● Respond to customer queries within the period of time.

● Hands-on Knowledge of Payment Gateway and Banking

● Performed KYC due diligence/EDD/CDD/Customer on-boarding

● Ensuring salary crediting right employees.

● Resolving Branch queries regarding Inward clearing, Outward Clearing and CMS cheques.

● Encouraged customers to be proactive with their banking, connecting them with account managers and loan officers.

● Processed an average of 100 transactions daily, including deposits, withdrawals, and transfers.

● Solved customer problems promptly and accurately and recorded a problem solution score above 84%

● Supported bank-to-bank CTS check settlements to keep branch liquidity above 71% Areas of Expertise

● Microsoft Office (word, excel, powerpoint,outlook)

● Attention to detail

● Cash handling skills

● Cash drawer balancing

● Recordkeeping and documentation

● Client relationship management

● Exceptional customer service

● solving customer queries on time

Tools and Technologies

SCORE

SIGNATURE MANAGEMENT SYSTEM

IMAGE WORKFLOW SYSTEM

FOREST AND TREES

SFMS

QPH

ACME

T24

TEMS

Education and Certifications

● Masters in Business Administration(MBA) in finance - Lovely professional university 2011–2013

● Bachelor Of Commerce - HNB Garhwal University 2008–2011



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