Tushar Uppal

• Provide expert financial advice by assessing client's needs and offering tailored banking solutions, including new accounts, loans, and lines of credit.
• Guide clients in investment strategies, recommending suitable mutual funds, and other financial products to help them achieve their financial goals.
• Assist in mortgage inquiries, providing basic support, and directing clients to appropriate mortgage specialists when needed.
• Support small business clients by offering financial solutions, including business accounts, credit options, and investment advice.
• Handle estate-related and Power of Attorney (POA) banking matters, ensuring seamless account transitions, and assisting clients with estate settlements.
• Conduct insurance and protection conversations to help clients understand coverage options, and risk management strategies.
• Ensure compliance with banking regulations, policies, and industry standards, maintaining a high level of integrity and confidentiality.
• Deliver exceptional customer service by building and maintaining strong relationships with clients to foster trust and long-term banking partnerships.
• Stay updated on financial market trends, banking products, and regulatory changes to provide clients with informed financial guidance.

• Ensured the safe and secure transportation of storage requests within the specified reservation time.
• Oversaw delinquent units, and followed legal procedures to conduct auctions.
• Hired and trained storage staff, assigned job duties, and conducted performance reviews.
• Managed and oversaw Ubox portable storage transactions and reservations at locations operated by the Marketing Company.
• Analyzed and controlled the storage budget as projected by the Marketing Company President.
• Ensured customers received the best possible service by directing inquiries about transport-related damage to the claims department.
• Evaluated the daily operations of Ubox portable storage facilities in accordance with storage policies and procedures.

• Conduct regular safety audits of vehicles, and oversee the dispatch of vehicles.

• Ensure compliance with policies, transport regulations, and dispatch legislation.
• Planned and controlled the daily operations of the center.
• Recruited, trained, and empowered employees to achieve key performance indicators.
• Manage staff members' performance, targets, wages, hours, etc.
• Improve the operation process, and ensure smooth activities and customer grievances.
• Conducted regular meetings with the senior management team to review progress against established objectives.