SATWINDER SINGH
Winnipeg,MB
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
5
5
years of professional experience
Work History
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.
Education
Bachelor of Arts - ARTS
GURU NANAK DEV UNIVERSITY
AMRITSAR, PUNJAB04.2011
Skills
- Quality Assurance
- Operations
- Customer Service
- Social Perceptiveness
- Verbal Communication
- Basic Math
- Analytical Thinking
- Calm Under Pressure
- Interpersonal Communication
- Dependable and Responsible
- Team Building
- Project Planning
- Cultural Awareness
- Active Listening
- Critical Thinking
- Flexible and Adaptable
- Data Entry
Languages
English
Professional Working
Punjabi
Full Professional
HINDI
Full Professional
Timeline
Personal Banker ( ASSET)
Capital Small Finance Bank
10.2018 - 09.2023
Bachelor of Arts - ARTS
GURU NANAK DEV UNIVERSITY
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