Meera Beri

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.

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.

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)