Prachi Sinha Financial Service Representative

E-mail: adx7uz@r.postjobfree.com Mobile: +1-480-***-**** LinkedIn: https://www.linkedin.com/in/prachi-sinha-2b867426/

Professional Experience

9+ years’ professional experience in Financial Sector having vast experience & exposure on helping the Customer on the new Account opening, maintenance, transfer & closing, helping with their queries on any account & product related queries. Having hands on experience in providing best in class service to the customers by helping them to address their queries or redirecting them to the right team & ensure all customers queries are resolved by the end of the call satisfied. I am having experience in handling more than 70+ customers call per day during the peak period and flexible enough to work on extended hours.

Professional Summary

• Financial Service Representative: Working as a subject matter expert in Wealth Management Operations and point of contact via inbound calls for the client's branch personnel regarding client onboarding and account maintenance.

• Teller cum Front desk Representative: Served customers by completing account transactions. Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals.

• Personal Banker: Recommended and explained banking services and products to clients based on their needs. Managed client bank accounts, including opening, and closing accounts, and overseeing transactions. Presented and sold banking services and products to existing and prospective clients.

Core Skills

• Customer Care Management: Handling the customer queries and ensure providing the best resolution to their queries.

• Computer skills: Windows, Microsoft word, Excel, Power Point, Outlook, Notepad .

• Accounting: ensure all financial records and statements are in line with laws, regulations, and generally accepted accounting principles.

• Data Entry: ensure the data is verified and correctly entered into the system

• Bank Account Management: consists of the policies, procedures and actions corporates follow to open, close, or modify bank accounts.

• Teller cum Front desk Representative: Process and accept deposits and loan payments from bank customers. Make payments to bank customers after checking and validating customers' signatures on checks. Check the availability of funds before making payments to customers.

Morgan Stanley – Atlanta, Georgia

Role: Financial Service Representative Duration: Oct 2021 – May 2022

I was the part of the Wealth Management Operations CSR team and as the National New Accounts Service Professional serves as a subject matter expert and point of contact via inbound calls for the client's branch personnel in regard to client onboarding and account maintenance. The New Account Service Professional will field questions related to, but not limited to document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation, and modification. Additionally, New Account Service Professional will be versed in procedures and policies to ensure that accounts are compliant to the USA Patriot Act.

Bank of Baroda – Thane, Maharashtra, India

Role: Personal Banker Duration: June 2016 – Oct 2020

Brought in as Personal Banker to improve the banking customer experience by suggesting/explaining banking services & products to customers. Provided suggestions to improve the overall banking experience to the customers, which has helped in the customer satisfaction. Sold banking products like Savings scheme, Sovereign Gold Bond, Credit Card, Public Provident Fund & Insurance.

Bank of Baroda – Airoli, Maharashtra, India

Role: Personal Banker Duration: July 2013 – May 2016

Brought in as Personal Banker to improve the banking customer experience by suggesting/explaining banking services & products to customers. My role mostly incudes Account Management which includes document verifications (KYC), account opening, helping customer with their queries, explaining the banking services like personal banking, internet banking, passbook printing. Sold banking products like Savings scheme, Sovereign Gold Bond, Credit Card, Public Provident Fund & Insurance.

Bank of Baroda – Panvel, Maharashtra, India

Role: Single Window Operator Duration: May 2012 – June 2013

Brought in as Single Window Operator, which was more a clerical job like receipt of cheques, drafts, pay orders and other like instruments other than bills and giving acknowledgment in the counterfoil. Delivery of cheque books subject to authorization by competent authority. Issuing cash receipt. Ensuring the proper contents in covers and envelopes including registered ones before dispatch.

Bank of Baroda – Kashya, Uttar Pradesh, India

Role: Single Window Operator Duration: Feb 2011 – May 2012

Brought in as Single Window Operator, which was more a clerical job like receipt of cheques, drafts, pay orders and other like instruments other than bills and giving acknowledgment in the counterfoil. Delivery of cheque books subject to authorization by competent authority. Issuing cash receipt. Ensuring the proper contents in covers and envelopes including registered ones before dispatch.

Academics

Master of Arts in English, Deen Dayal Upadhyaya University, India

Bachelor of Arts, Deen Dayal Upadhyaya University, India

Address

3415 Serendipity Street Cumming 30041

Work Authorization

Green Card

Contact this candidate