RAKSHA PATEL

510-***-**** Fremont, CA ***** ad43ow@r.postjobfree.com

Customer Service

"Dynamic Customer Service Professional with a Passion for Delivering Exceptional Service” A senior personal banker with 26 years of experience in providing excellent customer service and financial solutions to clients. A top sales person throughout my career, consistently meeting and exceeding all sales goals every quarter. A skilled communicator and problem-solver, able to build rapport and trust with customers and colleagues.

Skills

Customer service, Sales, Communication, Problem-solving, Banking products and services, Microsoft Office

Professional Experience

Senior Personal Banker

Fremont Bank Fremont, CA Oct 1997 - Dec 2023

- Provided top-notch customer service to all bank clients by listening to their needs and providing tailored financial services.

- Opened and closed personal, business, certificates of deposit, savings, and money market accounts for customers.

- Sold credit cards and other products linked to both personal and business accounts.

- Referred mortgage clients to the appropriate loan officers.

- Gave supervisory overrides to tellers.

- Took clients to their safe deposit boxes.

- Achieved the highest sales performance among all personal bankers for 26 consecutive years. 1