SONAM PATEL

* ****** ***

OCEAN NJ *****

732-***-****

ad45gq@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Ten plus years in customer service industry with strong in-depth knowledge of retail industries.

Proven presentation, analytical, interpersonal, and collaborative skills with all levels recognized by superiors and customer.

Strong leadership experience through coaching development and performance management of team members.

Lakeland bank

PBR March 2023 to Oct 2023

Customer service, telephone and online banking, vault and Atm log, consulting client to an investment, by extending bank products and services.

7-Eleven East Brunswick. 2016-2023

Franchizee

Built and manage a team of five + team member to implement category management and grow sales in the high-volume franchise. Coaching and training new employee. Work one on one. Accountable for cash short and over. Bank protocol safe depositary.

Prepared daily cash lottery reports averaging 3000 to 4000 per day to accurately compare to financial statement.

Increased gross and drew profitability sales growth by implementation of short- and long-term plans in store review, recommendations, and vendor profitability.

INVESTORS BANK 2018-2022

TellerII

Managing from lobby leadership to caller night. Daily cash ledger balance, strong client care service. Daily and weekly goal, Cd maturity call, investment and making an appointment. Online banking

TD Bank 2014-2016

Customer service & Teller II

Handling cash, checks, money order, bonds, caller night, drive through, Ameritrade investment service referrals, dual control, notary services,

Santander bank Asbury Park NJ 2006-2009

Customer service

Client product suggestion, gain trust and offer solutions based on their needs. Opening cd account, balance ledger bk. Generating appointments. Attending shows, chambers meeting.

Office furniture interiors, Eatontown NJ 1994-present

Office Manager

Performed office site visits to recommend certain products, size, and design. Best represent what their needs are.

Successfully managed over 300 business accounts while customizing client’s needs on a per basis case. Oversaw daily and monthly balance sheets, profit and loss records and A/P and A/R, playing roll as negotiator and building trust and relationship.

Core competencies & strength

Technical skill: sales force, Microsoft office and QuickBooks, spreadsheet, social media, client portfolio management. Excellent negotiating skill.

Accolades: Notary License

Soft skill: Customer oriented, detail driven, entrepreneur, self-starter, motivated. Two-week notice start work.

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