Account Manager Customer

KANWALJEET KAUR

******.*******@*****.*** 804-***-**** ASHBURN, VA - 20148

PROFILE

Enthusiastic and self-motivated individual with around 3 years of overall experience extensively in the Banking Sector with 1 year as Teller handling various branch transactions and 2 years managing loan products as a Customer Account Manager. Skilled at evaluating financial loan documents, diligent and focused with an ability to quickly adapt and learn new skills. Looking to restart a career in the Financial Services industry after a break for personal commitments.

EDUCATION

● Post Graduate Diploma in Business Administration (Finance), Symbiosis Centre for Distance Learning, Pune, India.

● Bachelor of Engineering in Information Technology, Bhilai, India. STRENGTHS

● Experience with banking software (FINACLE, FINNONE, etc.) and other online tools

● Experience reviewing loan applications

● Very organized and detail oriented

● Excellent time management skills

WORK EXPERIENCE

Position Teller

Organization PNC Bank, Virginia

(Jan 2024 - till date)

As a frontline teller perform all the transactions accurately and in an efficient manner following all the policies and procedures.

Responsibilities:

● Cash handling

● Cash and check deposit and withdrawals

● Mortgage,car loan and credit card payments

● Cashier check

● Processing bonds

● Buy and sell foreign currency

● Delivered insights to customer and talk about products and services

● Attention to details

● Lobby managements

● Operational work

● Fraud Detection and prevention

● Digital Awareness

● Exceptional customer service

● Managing Risk

● CTR

Position Customer Account Manager (CAM)

Organization ICICI Bank, India

(Mar 2010 – Aug 2011)

Experience handling the disbursement of consumer, commercial and personal loans. Responsibilities:

● Perform a thorough review and validation of all the documents submitted

● Ensure proper data entry and accuracy in the system

● Disbursing consumer loans namely-

o Two-wheeler

o Auto

o Commercial Business (Office equipment, construction equipment, Medical equipment, farm equipment, commercial vehicles)

● Handling customer queries and Assign Service Requests to respective teams

● Create Summary reports

PROFESSIONAL SKILLS SUMMARY

Programming Skills

Databases

Office Automation

SQL, C, C++

SQL Server, MS Access

MS Excel, MS Word and others

Tools Used FINACLE, FINNONE AND CRM

ACCOMPLISHMENTS

● Completed Associate Trainings at ICICI Bank

● Certified in C with Data Structure from CMC, Bhilai, India

● Certified in C++ from CMC, Bhilai, India

● Attended workshop on MATLAB

● Organizing Member of College Fest and other activities

Contact this candidate