Money confidence Expert, Mortgage promise partner - TSB Bank - Ipswich Branch
(2018-05)
- Attending customer meetings for opening new customers accounts including KYC checks and lines of credits
- Attending customer meetings for lending products credit cards, loans or overdraft
- Understanding and exploring customer needs by interacting with customers during customer meetings inbound and outbound calling
- Research and resolve existing customer's issues. Loading a complaint if customer is unhappy reaching to the bottom of the issue identifying and resolving it for the customer
- Taking customers' requests for changes in account
- Teller and cash handling experience helping customers with deposits withdrawals and bank transfer services
- Helping branch Manager with the risks checks and training and development of the new partners
- Maintain confidentiality of bank records and client information
- Actively taking part in branch meetings and cluster meetings to share plans and ideas to help more and more customer in need
- Attending the calls of customers with queries inbound
- Actively making outbound calls to the customers to see if we can help with any needs or any future plans
- Being the first point of contact in the branch for any Mortgage enquiries and helping customer with the Mortgage promise
Customer service officer - ICICI Bank - Southall Branch, London
(2014-11 - 2016-08)
- Promote Bank service and products
- Opening new customers accounts including KYC checks and lines of credits
- Research and resolve existing customer's issues
- Taking customers' requests for changes in account
- Teller and cash handling experience helping customers with deposits widrawals and bank transfer services
- Preparing monthly reports to send to the head office
- Interacted with internal and external auditors in completing audit
- Maintain confidentiality of bank records and client information
- Attending business account customers and taking there queries to pass to the relevant departments
- Attending the calls of customers with queries regarding to bank services and changes in their existing accounts
Accounts Assistant - Nature Food Restaurants Ltd. - Oxford Street, London
(2007-11 - 2013-09)
- Managed vendor accounts, generating weekly on demand cheques
- Handled payroll of more than 100 employees'
- Maintained track record of company's expenses
- Assisted In carrying out Company's internal Audit
- Compiled and analyzed financial information to prepare entries to accounts, such as general ledger accounts, and document business transactions
- Prepared and reviewed budget, revenue, expense, payroll entries, invoices, and other accounting documents
- Interacted with internal and external auditors in completing audit
- Checking all the shops petty cash posting in ERP system and issuing cheques
Administration and ticketing Agent - Unique Air Travels private Ltd. - New Delhi, India
(2002-04 - 2004-11)
- Administration and accounts work along with reservation and ticketing bookkeeping, financial record management, and disbursement of travel destination fees
- Reservation for holiday packages
- Handling front Desk banking
- Assisting in administration task
- Keeping accounts & settling of bills
- Ticketing for all airlines
- Handling the account of the company
