Rupal Shah
***** **** *****, ********, ** ***** 951-***-**** ********@*****.***
Summary Experience
Top- performing professional with over 20 years’ progressive experience in banking, including 6 years as a Service Manager. I also have 3 years in managing and team member development. I have 6 years of branch management experience. I am seeking to take next career step in banking as a Branch Manager. Expertise in managing personal, corporate, and small business accounts. I also have experienced in building long-term relationships with customers, team members, and partners. Experienced in problem solving, risk management, and managing all other aspects of a retail branch. Proven track record to achieve performance objectives.
Core Qualifications
Risk Management and Fraud Prevention
Building Strong Long-Term Relationships
Financial Branch Management Experience
Strong Leadership Skills
Account Managements
Customer Service
Training and Mentoring
High proficiency in a variety of cash handling process
Team Management
Ability to manage competing priorities, take initiative and work under pressure
Complete Service Manager Retail Leadership Academy
Team Member Development
Lead Virtual and Cross Functional Team during COVID-19 Pandemic Experience
Wells Fargo Bank 06/2011 – Present
Personal Banker 03/2018 – Present
09/2013 – 12/2015 – Previous Role
Assist customers with personal banking, financial educations, establish and service new accounts, assist with lending services, and build relationships with existing customers to sustain high satisfaction rating and retention.
Act as the Senior Platform team ember; coach, train, and develop platform and service team members, conduct observations and one on ones with team members.
Risk Management: coach to trends, review and mitigate risk with all customer and team member interactions.
Experienced in credit and financial information to streamline loan processing for mortgage, installment, home equity, and car loans.
Leadership Roles:
o Act as Manager on Duty
o Customer Experience Proponent
o Affluent Segment Proponent
o Complete Service Manager Retail Leadership Academy Page 2
Bank Teller Supervisor 01/2016 – 03/2018
Develop strong rapport with branch managers and provide support in branch during short staff.
Received and processed checks and cash for deposit, verified amounts, and follow compliances.
Help new and existing clients resolve issues related to any banking services.
Uncover customer financial needs, and introduce to a banker.
Coach team members to improve their needs assessment skills to introduce customers to bankers.
Coached team members to identify and mitigate risk.
Greeted and interfaced with customers to facilitate daily banking transactions and provide exceptional customer service to every individual
Acted as a member off the branch management team. Frist Union Bank/Wachovia Bank
Service Manager 06/2001 – 01/2007
Maintain continuous customer engagement through customer visits, contacts by phone and be proactively resolve their issues.
Focusing on tellers to ensure they provide excellent customer service and offer bank products.
Proactively monitoring balances and understand customer business profile.
Lead, Motivate and work very close to each team member.
Good communication and provide feedback to team members as needed.
Train, mentor, and develop team members to achieve performance objectives.
Manage performance reviews, and merit increases.
Prepared month-end reports for the branch manager and helped identify trends. Languages
English, Hindi, Guajarati
Education
High School Graduate
2+ years of college degree
Certified Nurse Assistant
Certifications
CA State Notary
Medallion Certified
SRLA Completed
References
Available upon request