SATWINDER SINGH

Personal Banker ( ASSET)

Capital Small Finance Bank

10.2018 - 09.2023

Worked closely with management to strategize sales techniques to increase branch production and customer service.
Cross-sold bank products and services to meet customer needs and provide options.
Promoted financial products by maintaining excellent service offering knowledge.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Followed up with customers to gather feedback and provide additional assistance.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Processed deposits, withdrawals and ACH transfers accurately.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Utilized customer relationship management software to provide accurate and complete customer service.
Expanded client base by promoting new financial products.
Presented new and additional products and services to existing customers.
Backed up teller team by handling needs of new and existing customers at main counter.
Processed customer payments and account setup charges.
Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Monitored accuracy of customer information in system.
Greeted customers and delivered information about new account processes.

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