Financial Services Customer Service
Resume:
MANINDER THANDAL
ad5yzv@r.postjobfree.com
Wylie tx
Professional Experience
“Results-driven banker with a proven track record of delivering exceptional financial services and strategic solutions. Possesses [12 years] of experience in commercial and retail banking, with expertise in portfolio management, investment advisory, and risk assessment. Committed to optimizing clients’ financial well-being through a combination of sound financial guidance and personalized service. Adept at cultivating lasting client relationships and exceeding performance targets.”
●Participated in the deployment of the Time Tracking, Payroll, and Workday Absences modules.
●Excellent typing speed
●Contributed to the development of Team Time-Off
●Skilled in creating Composite Custom Reports, Advanced Matrixes, and Calculated Fields in Core HCM. good exposure to project management and the software development life cycle (SDLC).Peoplesoft HCM is used in HR administration in talent management and workfore analyst
●Analytical exposure to the UML, including Class Diagrams, Activity Diagrams, State Diagrams, Sequence Diagrams, Data Flow Diagrams, and Entity Diagrams, which covered procedures for payroll, security, employment benefits, pay grades, and package deals.
●Full time bank teller and expertise in cash handling
Technical skills/Expertise area
Commercial Banking
Cooperate banking
Risk management
Operating Systems: Windows Server 2000. 2003, XP, Seven, Vista.
Professional Experience
Prosperity Bank
Wylie tx(Teller PT)
December 2023-present
.Excellent customer service and accurately performing transactions
.Assisting customers in
Alchemy financial services
Murphy tx(Account manager) May 2018 – November 2023
●Expertise in Data management, Workday Reports (BIRT, Advanced, Matrix, Simple, search, trending and Transpose), and creating Custom reports using different combinations of calculated fields
●Financial advisory.
●Skilled in managing data, creating custom reports by combining different calculated field combinations, and using Workday Reports (BIRT, Advanced, Matrix, Simple, search, trending, and Transpose).
●Verified earnings, deductions, and benefit plans in light of any associated integrations.
●Used adaptive integration to enhance efficiency to reduce manual data entry to make organizations more informed.
●Developing Codes, Groups, and Time Entry Templates for Workday Integration
●Financial Reports including Advanced, Matrix, and Composite.
●Product knowledge
●Performance report
●Customer service
Financial planner
World wide travels
Yuba city california
March 2016-april 2018
●Developed an implementation plan while identifying, prioritizing, testing, and demonstrating crucial business activities to ensure compliance with cross commitments, outside suppliers, management, and internal teams.
●Financial analyst
●SISD (Small Initiative System Development) development. HLDs for cross commits were added. IQA and EQA reviews were conducted with business, cross-committees, and technology to assure the plan's integrity
●Tax planning .
●Created, examined, honed, and integrated Commission Web business needs from Business, Operations, Vendor, Cross Commits, and Account management. created trade and compensation-related functional and non-functional paperwork. Additionally uploaded into HP Quality Center 9.2 were the created business requirements, user requirements, and system requirements for trade and compensation. incorporated project leads' WBS into a thorough project schedule
●Client financial services .
●Used UML (Unified Modeling Language) class modeling, MS-Visio for modeling diagrams, and MS-Word for documentation.
●Financial compliance
Hdfc bank ltd India March 2012- Feb 2016
Personal banker/Teller
●Responsibility of accurate and effective transactions as teller.
●Financial advisor
●Process share accounts and checking account deposit and withdrawals,lease payments and credit card payments .
●Created, updated, and created documentation, use cases, and activity diagrams, created documentation and required specifications for business process management.
●Coordinated integration checks with other functional components.
●Compiling requirements and creating specifications for prepared reports
●To manage big compensation data and protect members information and other sensitive information by maintaining confidential
●Knowledge of using Workday Studio/BIRT to create and maintain advance reports for reports and letters, such as personalized new hire letters. Various Dashboard reports and analytics for time and absence management, payroll, benefits, and workforce planning.
●Investment planning,responsible for meet sale and service goals
●Customer education
●Compliance and regulatory
Education
Bachelor of Science in Information Technology- March 2010
M.B.A. in Human Resources- 2012
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