Customer Service Lead Teller
Resume:
PROFILE
Extensive tenure in the financial
services sector, with a strong
background in customer service,
specializing in tailoring financial
solutions to meet clients' unique
needs. Demonstrating a profound
understanding of investment tactics, I
am dedicated to delivering top-tier,
client-centric, and sales-oriented
service. Presently serving as a Lead
Teller at Key Bank, I have
successfully passed the SIE
(Securities Industry Essentials) exam
and am actively seeking sponsorship
for the Series 6 exam.
NIDHI
MEHRA
Lead Teller, Key Bank
SKILLS
•A strategic planner with proven
abilities to develop short-term and
long-term strategies, impact business
growth and maximize profits through
achievements in resource allocation
and performance.
•Highly skilled in conducting an in-
depth view of clients’ financial
circumstances and future goals.
•Hands-on experience in designing
and implementing individually placed
financial strategies.
CONTACT
PHONE:
P r o f i l e
EMAIL:
*****.*********@*****.***
AWARDS AND
HONORS
Member of prestigious MDRT club
for the years 2006 and 2007.
ACADEMIC
CREDENTIALS
Master’s Degree in Mathematics -
2006-08
Bachelor’s Degree in Science
2002-06
EDUCATION/CERTIFICATIONS
LEAP Program - Banker
Completed, Jan 2024
SIE - Securities Industry Exam
Completed, May 2022
Associate Financial Planner (FPSB BOARD)
Completed, July 2017
NCFM (National certification of Financial Market)
Completed, Jan 2009
AMFI -MUTUAL FUND (ADVISOR’S) MODULE
Completed, Dec 2006
WORK EXPERIENCE
KEY BANK - LEAD TELLER
April 2023 - current
Address complex client service issues and transactions.
Recognize financial wellness opportunities during client interactions.
Supervise daily branch teller line activities, including scheduling and coaching.
Uphold operational standards.
Ensure adherence to audit, security, and operational procedures.
Maintain cash drawer balance within guidelines.
NJ INDIA INVEST PVT LTD (NJ WEALTH)
Tenure- 4 years
Leading the team of ARN mutual fund advisors.
Advising on mutual fund products, processing transactions, and resolving any issues that may arise.
Contact this candidate