Soumya Guduru
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
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
BMO Bank of Montreal
07.2022 - Current
- Deliver exceptional customer service by understanding needs and providing appropriate business banking solutions.
- Provide tailored advice on banking strategies and products, executes service activities, and makes referrals as needed. Identified customer needs and advises on relevant banking and credit card strategies.
- Handle various customer inquiries, escalations, and service requests.
- Collaborate on strategic initiatives with various stakeholders.
- Assist in coaching and helping onboard fellow colleagues
- Support the execution of branch operational procedures and managed essential administrative functions.
Personal Banker Trainee
BMO Bank of Montreal
01.2022 - 07.2022
- Acquired knowledge of banking policies, procedures, and regulations through training and on-the-job learning.
- Attended workshops, seminars, and training sessions to develop skills and stay updated on industry trends.
- Educated customers about banking products, services, and financial solutions tailored to their needs.
- Assisted with processing transactions such as deposits, withdrawals, transfers, and loan payments.
- Help maintain and update customer records and account information accurately.
- Adhered to all banking regulations, compliance guidelines, and security protocols to ensure the safety and integrity of customer information and transactions.
Education
Bachelor of Science -
York University
Toronto, ONSkills
- Conflict resolution
- Verbal and written communication skills
- Teamwork
- Collaboration
- Analytical skills
- Financial product knowledge
- Attention to Detail
- Client Relationship Management
- Interpersonal Skills
- Industry knowledge
- Relationship Building
- Regulatory Compliance
Languages
English
Telugu
French
Certification
IFIC
Timeline
Personal Banker
BMO Bank of Montreal
07.2022 - Current
Personal Banker Trainee
BMO Bank of Montreal
01.2022 - 07.2022
Bachelor of Science -
York University
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