Customer Service Representative

Amanpreet Sodhi

***********@*******.*** / 503-***-**** / Address: 3795 Crossvine Bend, Marietta, Georgia

Summary

The highly effective and efficient banker with over ten years of experience. I have a proven track record with high customer satisfaction in my client-facing job. I am eager to learn new responsibilities and grow in my role. I enjoy working in a team and am a self-motivator. Enjoy challenges and deliver on tight deadlines.

Experience

Universal Banker United Community Bank Oct 2023-present

Performs the tasks and responsibilities of combined personal banker, teller, and customer service representative positions.

Advise clients about the range of different financial services and help them make the right decision regarding their investments

Help clients budget, save, and invest in their goals and the right services.

Financial Consultant Pnc bank Dunwoody Aug 2023- Oct 2023

Manage cash and banker related transaction

Advise clients about the range of different financial services and help them make the right decision regarding their investments

Help clients budget, save, and invest in their goals and the right services.

Knowledge in mortgage and loan processing.

Responsible for the communication and understanding between clients and investment institutions.

Personal Banker JPMorgan Chase & Co • Marietta, Georgia Nov 2011 - 2023

Manage banker-related transactions with loans, opening accounts and CDs, and credit cards.

Train new bank tellers and bankers.

Responsible for Teller Cash Dispenser and Vault transactions for the branch

Ensure adherence to regulatory requirements, i.e., Anti-Money Laundering and Bank Secrecy Act.

Promote cross-selling of bank products.

Attending to the customer’s needs and inquiries

Accountable for selling and ordering money from the Federal Reserve

Knowledge of new and older computer software to ensure efficiency in the branch

Effective communication with clients

Bank Teller Wachovia Nov 2010 – May 2011

Managed cash and other teller-related transactions

Ensured adherence to regulatory requirements such as Anti-Money Laundering and Bank Secrecy Act. Promoted cross-selling of bank products and drove sales.

Efficiently handled drive-thru banking services and reconciliation tasks

Teller/Customer Service Representative Wells Fargo • Jul 2009 – Feb 2010

Processed treasury, tax, and loan payments and sold official instruments, including cashier's checks, traveler's checks, and money orders.

Educated clients about bank products and cross-sell services.

Reconciled cash transactions and reported EOD to the branch management.

Sales Associate Macy's Jul 2005 - Mar/2009

Managed high-volume workload within a deadline-driven environment.

Successfully diffused volatile customer situations and handled customer concerns

Accolades for commitment and recognition for exceeding the manager's expectations.

Ranked in the top 15 sales regional performers and achieved the Diamond Pin appreciation award. Responsible for POS system, daily reporting, and cash handling

Customer Relations Manager Tata Infotech Jul 1996 – Mar 1999

Planned, coordinated, and implemented marketing and sales campaigns for new projects and courses. Responsible for accounting, auditing, and scheduling 30 employees.

Coordinate the logistics for training programs of large corporate clients.

Maintained a database to track sales and coordinated marketing brochures for target marketing during trade shows.

Skills

Customer service, Accounting, Auditing, cash handling, Customer Service, credit union, Billing, Time management, Communication skills, Communication skills, Computer literacy, Guest services, English, Bilingual, Microsoft Word, Leadership, Microsoft Excel, Documentation review

Education

Master of Commerce

Bombay University • Mumbai, Maharashtra

Bachelor of Commerce.

Bombay University • Mumbai, Maharashtra

High School diploma

St. Thomas High School • Mumbai, Maharashtra

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