MOUNICA VEGESNA
Fredericton
Summary
Dynamic Personal Banking Associate with TD Canada Trust, skilled in credit analysis and customer service. Successfully enhanced loan approval rates through diligent processing and built strong client relationships by educating customers on digital banking. Committed to compliance and operational excellence, ensuring customer satisfaction and trust in financial decisions.
Overview
3
3
years of professional experience
Work History
Personal Banking Associate
TD Canada Trust
10.2022 - Current
- Responsible for daily deposits, loan payments and wire payments.
- Support the frontline staff with scheduled cash and non-cash transactions, resolve critical issues and report non-standard matters to management.
- Build customer confidence on emerging digital banking trends by educating them on mobile, ATM and online banking.
- Opened new accounts and served existing customers based on individual financial needs.
- Maintained filing systems and other daily administrative and clerical support tasks to
facilitate loans, deposits and account services. - Advised customers on bank products, services and financial planning options.
- Helped customers open and close accounts, apply for loans and make sound financial
decisions. - Processed loan applications diligently, resulting in increased loan approval rates for qualified borrowers.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
- Resolved complex customer issues promptly, escalating matters when necessary to ensure timely resolutions and maintain client satisfaction.
- Ensured compliance with all regulatory requirements by meticulously reviewing transaction records and adhering strictly to established operational guidelines.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Education
Master of Science -
Vignan Institute of Pharmaceutical Sciences
India08-2018
Skills
- Branch operations
- Cash handling accuracy
- Credit analysis
- Anti-money laundering
- Customer service
- Digital banking platforms
- Money handling
- Teller experience
- Customer Service-oriented
Timeline
Personal Banking Associate
TD Canada Trust
10.2022 - Current
Master of Science -
Vignan Institute of Pharmaceutical Sciences
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