Meera Beri
Retail Relationship Banker
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About
Dynamic banking professional with a proven track record at BMO, specializing in client retention and financial planning. Adept at facilitating workshops that enhance customer knowledge and drive engagement. Recognized for exceptional relationship-building skills and a strong foundation in cash handling and auditing, ensuring operational excellence and customer satisfaction.
Experience
Retail Relationship Banker - BMO - Campbell, CA
(2023-09)
- Facilitated informative workshops on various banking topics, empowering customers with valuable financial knowledge.
- Supported community initiatives as a representative of the bank, fostering positive brand awareness in local markets.
Teller and Universal Banker - Bank of the West - Campbell, CA
(2022-03 - 2023-09)
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Audit Assistant - Fry's Electronics Inc. - Campbell, CA
(2020-01 - 2021-02)
- Reviewed general ledger transactions to identify errors or irregular entries.
- Assessed financial statements and records.
- Supported senior auditors in the preparation of detailed reports for management, outlining key findings and areas for improvement.
- Completed audits in accordance with regulations and procedures.
Customer Service Supervisor - Fry's Electronics Inc. - Campbell, CA
(2017-03 - 2020-01)
- Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
- Enhanced team productivity through regular coaching, feedback, and performance evaluations.
- Maintained up-to-date knowledge of company products and services, effectively communicating changes to the team for seamless customer support.
- Developed and maintained strong relationships with customers to maintain loyalty and satisfaction.
Accountant - Jalandhar Glass Traders India
(2007-09 - 2017-01)
- Handled day-to-day accounting processes to drive financial accuracy.
Education
Diploma In Human Resources Management - Human Resources Management - Ignou University India (2015-08)
MBA - Accounting And Finance - Ignou University India (2014-08)
Bachelor Of Commerce - Accounting - Hmv College India (2007-03)
