Hinal Patel
Oakville,ON
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
6
6
years of professional experience
1
1
Certificate
Work History
HEAD UNIVERSAL BANKER
Citibank, NA
04.2023 - 12.2023
- Consistently achieved and surpassed sales targets, maintaining a 100% success rate throughout the year, resulting in over $200k in total sales.
- Demonstrated proficiency in compliance and risk management by passing two audits during tenure in banking, ensuring adherence to regulatory standards and fostering a culture of transparency and accountability.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Streamlined account opening processes for increased efficiency in new customer onboarding.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
- Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Developed and implemented strategies to reduce risk and increase profitability.
- Educated customers on online banking and mobile banking applications.
Universal Banker
Citibank, NA
06.2022 - 03.2023
- Surpassed sales targets, driving both sales and lending initiatives for the organization's growth.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
Crew Member
Dunkin' Donuts
08.2017 - 05.2022
- Improved customer satisfaction by providing friendly and efficient service at the register.
- Enhanced team productivity by maintaining a clean and organized workspace for crew members.
- Ensured accurate order fulfillment with diligent attention to details while assembling meals.
- Contributed to increased sales by upselling menu items and promoting special offers.
- Collaborated with fellow crew members for seamless shift transitions, ensuring smooth operations throughout the day.
- Strengthened workplace safety by promptly identifying potential hazards and taking corrective action as necessary.
Education
Bachelor of Science - Business Management
New Jersey City University
Jersey City, NJ, USA12.2020
Bachelor of Commerce - Accounting And Finance
Gujarat University
India04.2017
Skills
- Document Preparation
- Branch Operations
- Risk management understanding
- Team collaboration
- Customer service excellence
- Cash handling proficiency
- Regulatory compliance
- Time management
- Relationship building
- Problem-solving abilities
- Sales expertise
- Effective communication
- Fraud detection
- Data entry accuracy
- Financial reporting
- Bank Sales
- Consumer Banking
- Product Promotion
- Employee Training Assistance
- Cross-Selling and Partner Referrals
- Dual Control Vaults
- Educating Clients
- Self-Motivated Nature
- Financial Product Knowledge
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Experience is a hard teacher because she gives the test first, the lesson after.
Vernon Law
Timeline
HEAD UNIVERSAL BANKER
Citibank, NA
04.2023 - 12.2023
Universal Banker
Citibank, NA
06.2022 - 03.2023
Crew Member
Dunkin' Donuts
08.2017 - 05.2022
Bachelor of Science - Business Management
New Jersey City University
Bachelor of Commerce - Accounting And Finance
Gujarat University
Certification
Investment Funds in Canada
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