Customer Service Data Entry

GAYATRI PURANIK

Bentonville, AR ***** • 479-***-**** • ***********@*****.***

Professional Summary

I am a Retail Banker with 9+ years of experience. Based on best customer service and determined hard-work, my key areas of work are Mortgages, Analysis, Bank products, Taxes, Fraud management, Customer Services, Human Resources, Financial Closings, Currency chest and Banking Operations, Support services. Looking forward to new opportunities in Banking and Finance.

Skills

Work History

Client Service Specialist, 10/2023 to Present

Bank OZK - Bentonville, Arkansas

• Critical thinking skills, team player approach, capable of thriving in a continually changing environment.

• Building Relationships with clients and analyzing their needs and referring them correct products.

• Proactively resolve customer concerns and providing best service to clients.

• Knowledge of Banking services and products with following bank policy, procedures to protect customers and bank.

Associate, 10/2012 to 05/2022

Bank Of Maharashtra – Nagpur, India

• Retail branch operations, Finance, Capital Market, Forex operations.

• Domain knowledge of Banking and Finance.

• Customer relationship management(CRM), branch

audit & compliance, public taxes.

• Business development through cross-selling of

banking products like advances, insurances.

• Credit Risk Management

• Loan Servicing, Underwriting, Documentation.

• Mortgage Lending

• Retail & Commercial Banking

• Credit Analyst

• Business Analysis

• MS Office, Excel, PowerPoint

• Tableau

• Problem Solving & Critical Thinking

• Data Visualization & Data Analysis

• SQL

• R (Programming Language)

• Customer Service & Relationship

• Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.

• Audit compliance, debugging, end-of-day differences in bank's internal accounts.

• Filing of public taxes, execution of corporate instruments Line of credits(LCs) and Bank guarantees (BGs)

• Credit Underwriting, Credit Analysis, Documentation.

• Accountable for business generation through cross-selling of banking products like advances, insurances.

• Filing of end-of-day (EOD) reports by effectively analyzing banking software workflow.

• Generation & Review of critical reports, Cash positions, fraud controls, instruments issued.

• Responsible for cash receipts, deposits, payments, cash balancing, and vault custodian.

• Mentoring & training of new joiners for enhanced productivity, and smoother transition.

• Ensuring enhanced customer experience through privileged banking desk for High-net-worth individuals.

• Driving better relationships with customer through trust, loyalty, and satisfaction.

• Deepening the value of existing customer accounts along with continued retention.

• Practicing effective customer relationship management through high quality services, queue management.

• Managing quality & timely customer service delivery, branch lobby, grievances handling.

• Leveraging strong networking skills for building new client relationships. Education

Bachelor of Science - B.Sc: Biotechnology, 2011

Nagpur University - Nagpur India

Certifications

• Google Data Analyst Certification

• H & R Block Income Tax Course

• LinkedIn Become an Accounts Payable Officer.

• QuickBooks Payroll Essential Training

• QuickBooks Pro 2021 Essential Training

• Credit Risk Management.

Additional Information

Valid H4 EAD Visa(No Sponsorship Required).

Contact this candidate