Sagar Dave
Regina,SK
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
Bank Of Montreal, BMO
05.2023 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Personal Banking Associate
Bank Of Montreal, BMO
04.2022 - 04.2023
- Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
- Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
- Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
- Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
- Participate in the timely and accurate completion of business processes and procedures
- Help build a positive and equitable work environment promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives.
Customer Service Representative
Bank Of Montreal
04.2021 - 03.2022
- Provide splendid customer services to customers in a friendly and courteous manner at all times
- Have sufficient knowledge about the banking products and services and respond to all inquiries accordingly
- Improve customers’ banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay
- Ensure that all the bank’s policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties
- Inform and suggest new banking products to customers
- Provide information to customers on their account status and account balances
- Open new bank accounts according to laid down rules and guidelines
- Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction
- Provide assistance to all other members of staff in other departments of the bank by liaising with them through healthy interactions.
Education
Computer Networking
Horizon College Of Engineering & Technology
London, UK01.2006
Skills
- Cross-Selling and Upselling
- Regulatory Compliance
- Banking
- Customer Service
- Attention to Detail
- Issues Resolution
- Relationship Building
- Fraud Prevention
- Opportunity Identification
- Account Maintenance
- Branch Operations
- Sales Growth
Certification
- Investments Funds in Canada
- First Aid and CPR
References Available
True
Languages
English
Timeline
Personal Banker
Bank Of Montreal, BMO
05.2023 - Current
Personal Banking Associate
Bank Of Montreal, BMO
04.2022 - 04.2023
Customer Service Representative
Bank Of Montreal
04.2021 - 03.2022
Computer Networking
Horizon College Of Engineering & Technology
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