Sanjalina Chand

***** **** ***** **, *********, TX, 78669

408-***-**** adnofw@r.postjobfree.com

Objective

Seeking a challenging position in an aggressive firm with high growth potential where my qualifications and education can be fully utilized. Articulate and persuasive in dealing with all levels of management, peers, staff, and diverse clientele. Passionate about consistency and efficiency, exceeding goals, while also mentoring staff for customer satisfaction. Strong proactive marketing ideas, confidence in decision-making, attention to detail, and ability to build long lasting business relationship.

Business Skills

Relationship Management

Proactive Sales

Client Retention

Public Relations & Speaking

Proficient in Microsoft Software

Ability to multi-task several challenges

Team Building & Leadership

Training & Mentoring Staff

Professional Experience

*Bank Of America, San Jose, CA, Relationship Manager Business Owner Specialist,

July 2017 – Present

Using our Discover Tool uncovering our clients personal and financial needs

Making quality referrals to our partners

Providing exceptional customer service to all our customers

Making daily relationship calls and setting future appointments

Doing active line and lobby leading to ensure we are better able to assist our customers

Performing Meet the Customer reviews for the other Relationship Managers and Bankers

Assisting with daily report reviews

Performing End of Day process

Learning how to do some of the managerial duties

Currently in process of getting Supervisor Approvals and Duties

Enrolled into advanced next in role Academy for management

Notary Commission

Currently 5th time Peer Coaching new hire Relationship Managers

Top Performer

Top 10% Performer Relationship Manager and Top Financial Center List

Bronze & Gold Award for Client Experience

Gold Award for Discover Utilization and Future Appointments

Pinnacle Club Award Member since 2018

*Wells Fargo Bank, San Jose, CA Personal Banker 1, Sept 2014 – June 2017

Providing quality customer service in ensuring customer retention and sales support

Providing “WOW” customer service experience with all interactions

Following up on incoming teller referrals

Assisting tellers as needed with cash handling transactions

Exceeding by challenging sales and referral goals by proactively selling products/services to customers and referring customers to other areas of the bank

Selling retail banking products/services to customers and prospects

Managing customer portfolio, service relationships and cross-sells all products/services

Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business

Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards

Using profiling analysis tools to identify cross sell opportunities and making outbound sales calls

Resolving difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.

S.A.F.E Mortgage Certified

Handling TE Report

Helping management with other reports and daily store closing procedures

*BBVA Compass Bank, Campbell, CA, Financial Sales Advisor, Aug 2013 – Aug 2014

Marketing retail banking products and services to mass market customers, by face to face or over the phone, to grow, retain and maximize the banks profits

Utilizing the account recommendation tool (ART) to capture customer conversation and needs to offer our customers the customized banking solutions

Using the Customer Relationship Management system (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products

Delivering an exceptional customer service experience to all our customers while responding to their daily needs and inquiries

Opening/servicing all customer related questions and accounts

Assisting on the Teller line running a cash drawer when needed

Setting up off sites at local businesses to assist their employees with their banking needs

Meeting with our local Doctors/Lawyers/CPA firms to assist them with the available Professional Programs

*State of California: In-Home Support Services, Sacramento, CA, Caregiver

April 2010 – April 2014

Assisting with light physical and mental exercises

Planning and preparing meals, followed with clean-up

Feeding patient with food, water and medication

Taking for blood work, doctor appointments and picking up prescriptions

Adjusting medications per doctors request

Provide necessary medications on a timely manner

Making bed and changing linens, as needed

Doing housekeeping work such as dusting, vacuuming, and taking out garbage

Assist with bathing, dressing and grooming

Doing laundry, ironing, and picking up dry cleaning

Escorting to religious services or events

Entertaining and giving emotional support

Target – Sacramento, CA, Cashier (Seasonal), October 2011 – December 2011

Provide fast, fun and friendly checkout service

Resolve guest concerns in a positive, helpful manner

Knowing and cross selling REDcard

Monitor and restock supplies as needed

Neatly stock items on shelves and process transaction

Maintain a clean, clutter-free work area

Provide fast, fun and friendly sales floor support

Deliver excellent guest service

Deliver accurate product placement, pricing and labels

*Mani's Curry House, Sacramento, CA, Manager, April 2010 – April 2011

Working with management to ensure that hourly associates have the necessary resources to effectively perform their jobs (e.g. supplies, equipment, and inventory)

Ensure that hourly associates are trained on technical and service aspects of the job (e.g. food or room preparation, customer service)

Working with management to ensure that hourly associates clearly understand their job roles, responsibilities, and performance expectations

Serve as an individual contributor and department role model by performing technical or functional job duties (e.g. check-in/out, food preparation)

Processing payroll on QuickBooks and making payroll checks

Performing daily register audits, bank reconcilement and bookkeeping

Manage the registers, and restocking supplies

H&R Block – Sacramento, CA, Tax Associate (Seasonal), November 2008 – April 2010

Conducting tax interviews and researching tax questions to prepare complete and accurate tax returns

Reviewing completed tax forms for accuracy and compliance

Providing additional research or follow-ups if necessary to change or update returns

Promoting and providing additional or alternative tax and financial products

Responsible for developing and maintaining effective working relationship

Resolving issues, proactively and timely, to ensure client satisfaction and retention

Establishing the fee structure for assigned clients, submitting for billing and ensuring timely collection

Processing payments on the POS machine

Audit returns to ensure accuracy & completeness

Bank of America–Rancho Cordova, CA, Credit Servicing Specialist II, Sept 07 – May 08

Responding to client requests via phone/fax/email

Ensuring all payments/advances are process within the given time frame and are error free

Exceeding monthly timeliness metrics efficiently

Approving associates work to ensure accuracy and validity of the requests received before processing

Performing daily audits to ensure transactions from the previous day were entered correctly

Handling customer complaints/issues

Coaching and training fellow associates with the latest banking system application changes

Identifying and implementing methods on paper reduction and other special assignment on how to improve accuracy, timeliness, and efficiency

Achieved outstanding rating on meeting the national average transaction processing for the quarter

Recognized for being a fast learning and being error free in processing requests

*Bank of America, San Jose, CA, Commercial Client Support Specialist, Jan 06 – Aug 07

Monitoring dealership sub ledgers, general ledgers, overdrafts decisions

Responding to client requests via phone/fax/email

Handling customer complaints/issues

Assisting client managers in completing KYC form, and all necessary new account documentations

Opening and servicing all types of new and existing dealership accounts

Selling treasury management product/services to all clients

Coaching and training fellow associates with the latest banking products/services, and system application changes

Achieved satisfactory rating on the semi annual performance review

Awarded spirit card for outstanding performance in the 2nd quarter

Recognized for far exceeding all sales goals for the current quarter

* Citibank, San Jose, CA, Operations Manager, Aug 97 – Nov 05

Supporting Area Manager in achieving financial, sales and audit goals

Ensuring adherence to legal, corporate and regulatory procedures

Monitoring Financial Center sub ledger, general ledger and cash reconciliation

Identifying and implementing methods to improve customer satisfaction, loyalty and retention

Monitoring performance measures (e.g., quality and timeliness of service delivery, customer satisfaction, business financial, customer attrition)

Identifying and implementing methods to improve customer satisfaction, loyalty and retention.

Provide coaching and training to the Tellers and Service Officers to support sales and service goals

Education

San Jose State University, San Jose, California - BA in Business Administration

Major: Accounting

Graduation: June 2004

Evergreen Valley College, San Jose, California – AA in Business Administration

Major: Accounting

Graduation: June 1998

Reference

Marvin Tumpalan Financial Center Operations Manager at Bank of America

Office: 408-***-****

adnofw@r.postjobfree.com

Esteban Roque Branch Manager at Wells Fargo

Office: 408-***-****

adnofw@r.postjobfree.com

Jaime Caraveo Jr Branch Manager at Wells Fargo

Office: 916-***-****

adnofw@r.postjobfree.com

Rajinder Mustta Operations Manager at CitiBank

Cell: 408-***-****

Contact this candidate