Kawanjit Singh
ad2b4j@r.postjobfree.com 716-***-****) Long Island, NY
** ***** ********** ******** ******* Professional focused on growth Accounting Skills Trilingual Financial Planning Mortgages Home Equity Credit Cards Professional Experience:
Northwest/ First Niagara Bank- Personal Banker Dec 2000 to Present
● Interface with 75+ banking customers per week, managing and growing accounts, identifying business opportunities, and upsell retail banking products based on customer needs
● Exceeded sales quotas by 120% for FY2022 and FY2023 thus far- Helped to grow our South Asian customers/clients by nearly 30% YOY, contributing with a unique cultural perspective and language capability exceeding all KPI’s set by management
● Support new customers in opening checking and savings accounts, for mortgage loans, home equity, credit cards, increasing deposits, and reviewing client financial documentation and transactions
● 23 years of experience serving as a customer service representative handling transactions including depositing cash, cashing checks, general ledger, and bank disputes
● Ability to discover customer needs and offer appropriate solutions that help meet our goals through nuanced conversations and relationship building
● Consistently identified by upper management for spearheading the push to drive new offersing by upselling, cross selling, and increasing revenue by referring to our personal bankers and or sales
● Post payments to accounts, Handling teller checks, money orders, and redeeming bonds, receiving, money shipments
● Excellent in selling different banking products, top rated in referring customers for platform sales, applying for loans, helping customers to improve their credit/home equity, setting up appointments for their insurance plans.
● Responsible for opening and closing procedures at the beginning and end of workday, nightly deposits, checking ATM, attending to mail as needed
● Responsible for checking security cameras, holdovers, general ledger, ordering supplies The Giacomo Hotel - Premier Hotel in Niagara Falls, NY July 2017 to Jan 2021 Provide excellent customer service during busy periods for the hotel
● Responsible for checking in and checking out guests and assisting permanent residents
● Post payments to accounts, accounts receivable, vendor management, ad hoc requests as needed Marketplace, Youngstown NY - Management Team March 2005 - April 2012
● Duties included checking business mail and keeping track of accounts, ordering inventory, every week, handling payroll and employee issues, scheduling, and making sure business met all federal, and state regulations
● Handling finances, employee interactions, and office management Accomplishments:
● Employee of the Quarter for the entire Northern-Western Unit in outstanding upselling, cross selling and referrals at Northwest
● Proficient in Microsoft Office
● Serving and volunteering for the Niagara County for two decades Education:
● Montgomery College of Education, Jalandhar, India
● B.E.D., 1985, Graduated First in Division, H.M.V, Jalandhar, India B.A., 1983
● Graduated in First Division with honors in all subjects Languages:
● Punjabi (Native)
● Hindi (Native)
● Urdu (Conversational & working proficiency)