HARIPADA SREE VALLABHA SATTIRAJU
Windsor,ON
Summary
Experienced Personal Banking Associate with a strong track record of providing exceptional customer service and delivering comprehensive banking solutions. Proven expertise in opening and managing bank accounts, facilitating lending products, and handling estate-related matters. Proficient in building and maintaining strong client relationships through personalized financial guidance. Skilled in assessing customer needs, identifying opportunities for cross-selling, and achieving specific goals. Exceptional organizational and problem-solving abilities with a focus on regulatory compliance and providing legendary experiences to all customers. Seeking to leverage my skills and experience to contribute to the success of TD.
Overview
2
2
years of professional experience
Work History
Advisor
Capital One
02.2023 - 04.2024
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Opened and managed new bank accounts for customers, ensuring accurate documentation and compliance with bank policies and regulatory requirements.
- Assisted customers in selecting and applying for lending products, including credit cards, lines of credit, and personal loans, by providing product information, reviewing eligibility, and processing applications.
- Handled estate, including assisting customers with the establishment of trusts, managing accounts for beneficiaries, and facilitating the transfer of assets.
- Collaborated with internal departments, such as wealth management and mortgage lending, to provide comprehensive financial solutions to customers.
- Stayed updated on industry trends, product knowledge, and changes in banking regulations to effectively educate customers and provide personalized financial advice.
- Played a key role in the successful launch of a new branch, actively participating in branch setup, staff training, and implementing operational processes and procedures.
- Developed a diverse skill set by engaging in various aspects of branch operations, including customer onboarding, product knowledge, and process implementation.
Customer Service Cashier
Petro Canada
01.2023 - Current
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Built relationships with customers to encourage repeat business.
- Helped customers complete purchases, locate items, and join reward programs.
Education
Master of Science - Automotive Engineering
University of Windsor
Windsor, None06-2024
Bachelor of Science -
SATHYABAMA UNIVERSITY
INDIA06-2019
Skills
- Verbal and Written Communication
- Microsoft Certified
- Customer Service
- Employee Training Assistance
- Relationship Building
- Teller Support
- Team Collaboration
- Versatility
- Adaptability
- Problem-solving
- Supervision & Leadership
- Communication and Presentation
- Technology Proficiency
- Industry Knowledge
- Credit Analysis
Languages
English
Full Professional
Hindi
Full Professional
Telugu
Native or Bilingual
Timeline
Advisor
Capital One
02.2023 - 04.2024
Customer Service Cashier
Petro Canada
01.2023 - Current
Master of Science - Automotive Engineering
University of Windsor
Bachelor of Science -
SATHYABAMA UNIVERSITY
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