Manthan Patel

• Proactively engage with clients in all areas of the branch and in community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.
• Focus on client education and demonstration, leveraging technology to deliver memorable client experience, drive sales, and retain business.
• Respond to client-initiated contact, assisting them with full range of financial transactions.
• Actively listen and engage clients in conversation to further understand their individual needs.
• Proactively take ownership of resolving and preventing client banking problems.
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
• Actively processing Hameline plan, refinance mortgage application and communicate with client and underwriter.
• Having experience of branch opening-closing procedure, combs, recycler and CDU machine, all the teller duties.

• Examine, evaluate, or process loan applications.
• Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
• Network within communities to find and attract new business.
• Approve, reject, or coordinate approval or rejection of personal loans and mortgages.

• Experience leveraging customer relationships to offer products and services with a high customer service focus.
• Use computers for various applications, such as database management or word processing.
• Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
• Create, maintain, and enter information into databases.
• Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
• Provide services to customers, such as order placement or account information.

• Understand customer protection and investment needs.
• Identify and recommend solutions that fits their requirements the best.
• Offer the prospect or existing customer the complete range of products.
• Maintain the relation with existing customer to get referral and business.