Meenakshi Sharma

[563-***-****] [adzru7@r.postjobfree.com]

Professional Summary

Experienced professional with strong leadership and relationship-building skills. In-depth knowledge of the institution’s financial services and credit offerings. Outgoing personality with attention to details and delivering outstanding customer service.

Experience

08/2020 to Present

Financial Service Representative First National Bank Davenport, IA

As a Financial Service Rep, I understand multiple line of business and can provide guidance in areas including new accounts, ACH and wire transfers. Continue to share our banking products with new and existing customers.

Met and exceeded goals by influencing customers to learn about product/services that will benefit them.

Informed and educated customers on how to conduct simple transaction through self-service technologies.

Builds and maintains ongoing, collaborative relationships with coworkers. Act as mentor and provide knowledge and training on our banking tech tools and product.

I continue to Promote company products and services by attending community events and using other platforms, emails and social media.

Continue to adhere to procedures and guidelines to protect both our customers and the company.

06/2013 to 8/2020

Universal Loan Representative Mississippi Credit Union Davenport, IA

As a Universal Loan Representative my responsibilities included, loan payoff, cash checks, furnish loans and provide customer support over the phone and emails.

Build relationship through processing loan requests, documentation, and follow-ups.

Provided recommendations and solutions to the member’s short- and long-term financial goals.

Communicated effectively and proactively with clients to obtain supporting documentation required for the underwriting process. Work in collaboration with internal teams.

Worked as liaison between the member’s and loan officer. Reviewed signed documents for accuracy and compliance. Preparing initial file and submitting it to the underwriter.

05/2006 – 04/2011

Owner/Manager Quiznos Davenport, IA

Owned and operated a family Subway restaurant

Managed hiring and training of team members. Organized scheduling and handled inventory management.

Managed business finances, including paying vendors and suppliers for product service rendered.

Provided exceptional customer service and ensured the employees also provide the same level of service.

Resolved customers problem or complaints by determining optimal solutions.

04/2001 – 10/2005

Bank Teller Wells Fargo Devonport, IA

At Wells Fargo had the opportunity to be part of the Teller. Consistently met sales goals as teller.

Processed all clients transactions including withdrawals, deposits, transfers, and loan payments.

Responded to clients questioned and concerns related to their accounts and bank products.

Recommended credit and loan products, such as personal loans and mortgages, when appropriate.

Accurately record each transaction to ensure all documentation and paperwork is following company rules and regulations. Consistently follow the procedures and banking guidelines.

Took on several duties outside of role such as daily sales success planner, and training. Supervised and collaborated with new hires daily making sure they have received adequate training.

Skills: Microsoft Teams Zoom Webex Hiring, training and supervision Strong work ethic Excel Time Management