Customer Service Personal Banker

Sunetra Mukerji

Address: *** * **** **,**** C *04,ARLINGTON HEIGHTS,IL-60004

Mobile: 224-***-****

Email: ************@*****.***

Career Objective

Experienced Personal banker seeks opportunity with a bank which is client and community centric, to deliver outstanding banking experience to its customers by meeting their financial goals profitably. Aim to provide superior customer value and services thereby building a loyal customer base.

Core competencies:

Expertise in sales and customer service.

Good communication and interpersonal skills.

Knowledge of personal banking practices and regulations.

Identifying the potential customer need and finding the right product for the customer.

Ability to use specialized banking software.

Aim at building lifetime customer relationship and capturing a larger share of each customer’s financial interaction with the bank.

Strong ability to work towards targets and meet deadlines.

Professional Experience

(1)Personal Banker I Fifth Third Bank,IL.( November 2018 – April 2018 Had to discontinue as spouse’s L1A Visa extension was not granted.)

Fifth Third Bank (5/3 Bank), the principal subsidiary of Fifth Third Bancorp is an American bank holding company, headquartered in Cincinnati,Ohio. Fifth Third is one of the largest consumer banks in the Midwestern United States.

Role and responsibilities:

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.

Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.

Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.

Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.

Key Accomplishments

Underwent a thorough training in Consultative Sales Process and NMLS which helped me to achieve 200% of my target.

(2) Personal Banker HDFC BANK Ltd. India. (Housing Development Finance Corporation)

(JULY 2011 - MARCH 2013)

HDFC Bank is an Indian banking and financial services company headquartered in Mumbai, India.

It is India’s largest private sector lender by asset and largest bank in India by market capitalization as of February 2016.

Role and responsibilities:

Provide full range of financial services to clients based on evaluation of their financial needs.

Fulfill daily, weekly and monthly sales targets and referral goals.

Helping the customers in maintaining their savings accounts, demat accounts, credit cards, debit cards and other banking products and providing personalized services to each customer.

Sharing with them the investment opportunities in Fixed deposits, mutual funds, stock acquisitions, insurance etc.

Identify cross sell opportunities and use the same proactively.

Knowledge of portfolio management, and branch operations.

Handling customer complaints.

Key accomplishments

Revitalized sales in the given portfolio in all banking products and insurance services upto 100%.

Increased the customer base in the portfolio from 80 groups to about 200 groups.

(3) Accounts Assistant Muthoot Finance Ltd. India. (SEPTEMBER 2010 - JUNE 2011)

Muthoot Finance Ltd. is an Indian financial corporation and is the largest gold financing company in the world. It offers financing gold transactions, foreign exchange services, money transfers, wealth management services, etc.

Role and responsibilities:

Responsible for accepting and appraising gold jewellery as per company norms.

Ensuring proper verification and valuation of collateral securities and KYC documents.

Handling cash.

Verification of daily cash balance, fund management, bank account operations.

Responsible for processing and documentation of loans and other financial services.

Responsible for cross-selling of all products and achieving individual and branch targets.

Responsible for conducting field visits for business development.

Key accomplishments

Established customer base with good team work in the newly set up branch with new staff.

Implemented strategic financial planning and marketing skills as the business started from scratch to inclusion of considerable number of customers (more than 600)

PROFESSONAL QUALIFICATION

Full time 2 year MBA programme with dual specialization in International Business and Marketing from Amity International Business School, Noida, India.(2009).

Computer Proficiency

MS Office.

Finware ( i-flex solutions ltd)

CRM Technologies and processes.

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