Branch Customer Service & Delivery Officer at Jana Small Finance Bank (2024-12 – Present)
- Provided exceptional customer service when assisting customers with their transactions.
- Assisted customers with account inquiries and resolved issues promptly.
- Resolved customer inquiries related to payments, refunds, and other financial matters.
- Processed customer transactions efficiently using banking software.
- Processed cash transactions accurately and efficiently for customer accounts.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Maintained accurate records of cash flow and transaction history.
- Educated clients on financial products and services offered by the bank.
- Compiled daily transaction reports for review by management.
- Generated daily reports to comply with Bank Secrecy Act.
- Completed monthly audits and managed overdraft reports.
- Provided guidance to team members on how to effectively complete tasks within established timelines.
- Assisted with the implementation of new banking software systems.
Operations Officer at Aviom India Housing Finance (2024-04 – 2024-11)
- Monitored compliance with regulatory requirements in loan operations.
- Coordinated loan processing and documentation for housing finance applications.
- Resolved issues related to loan applications and customer service inquiries.
- Assisted with the development of operational plans and procedures.
- Reviewed financial information such as budgets, invoices, accounts payable and receivable.
