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Pooja Seth

Pooja Seth

Money confidence Expert

Talent
BracknellMember since May 19, 2026
Sales experienceGoal OrientedTeam playerPayrollAccount OpeningLending productsMortgagesTeller and Retail experienceEnergetic and MotivatedStrong sense of banking EthicsCash handling experienceKYC experienceProteo experienceIT systems knowledgeReliablePunctualProfessionalCompetentLiteracy skillsCommunications skillsPro-activeMulti-task
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Sales experienceGoal OrientedTeam playerPayrollAccount Opening

About

Organized and dependable customer service representative who excels at processing high volume of error free transactions and meeting goals. Understands general accountancy and finance concepts. Focused on maintaining high level of efficiency and accuracy, as well as achieving customer service and sales goals.

Experience

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

Education

Masters - Commerce - University of Himachal Pradesh, India

Bachelors Degree - Accounting commerce - University of New Delhi, India

Foundation Examination - Institute Of Company Secretaries Of India (1998-06)

Skills

Money confidence Expert

Reviews

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