experience in customer relationship management, financial analysis, and retail banking operations. Skilled in understanding client financial needs, recommending suitable banking products, and delivering high-quality service to enhance customer satisfaction and retention. Proven ability in analyzing customer data, assessing creditworthiness, processing loan applications, and managing account operations. Strong knowledge of KYC, AML compliance, and regulatory guidelines. Adept at cross-selling banking products, achieving sales targets, and resolving customer queries efficiently. Proficient in MS Excel, banking software, and reporting tools to support data-driven decisions. Known for accuracy, integrity, and excellent communication skills.
Position: personal banker
Date: 2024-08-01 to 2025-11-30