Experience

• 

  Bank of America

  • Vice President

    • Feb 2024 - Present

  • Assistant Vice President - Treasury Advisor

    • Apr 2017 - Feb 2024

    - Large & Strategic Account management, which include highest revenue clients with specialized product and servicing needs in my portfolio.- Research, analyze, and resolve a wide range of treasury, cash management and depository products and services of varying complexity, some of which have global requirements

  • Assistant Vice President - Financial Center Manager

    • Jul 2015 - Apr 2017

    - Client Experience & Revenue Growth - Overachieved target consistently year over year- Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience and exceeding customer experience metrics- Risk Management and Operational Excellence - Execute risk and service delivery strategy, and evaluate key performance indicators to identify opportunities for improvement - Talent Management - Drive associate performance through active and continuous coaching, continued education and performance plans

  • Assistant Banking Center Manager

    • Apr 2013 - Jul 2015

    - Sales and service oversight – QCER of 5.1% and Sales interaction per customer visit above 4.7% (compared to organization target of 4%)- Operations and risk management – Played an instrumental role in achieving 98.2% in the BCCR full scope review by prioritizing areas of focus, identifying risks and educating associates on avoiding risks & creating actions plans to correct issues Associate development and proficiency - Customer Experience – Achieved OSAT Q1 2015 target of 76.4% - Associate development – Trained 3 Personal Bankers as part of the associate development program. Currently mentoring one Personal Banker- Associate proficiency – Create a sense of accountability by engaging associates. Also responsible to create blueprint for each associates through careful observation and provide actionable feedback

  • Personal Banker

    • Apr 2010 - Mar 2013

    - Responsible for offering and selling financial products and services to both Individual and small business customers- Being a financial liaison to the customers by establishing and developing long-term relationships while providing world class customer service•

• 

  Axis Bank

  • Deputy Manager

    • May 2005 - Jan 2008

    - Managing Branch Operations in accordance to Clearing, Teller, Remittances, effective Fund Transfers, various account opening activities and deposits- Ensuring all cash & transfer transaction vouchers are completed and verified- Managing customer investments and loan accounts

• 

  Oriental Bank of Commerce

  • Kolkata Area, India

  • Customer Service Representative

    • Oct 2001 - Apr 2005
    • Kolkata Area, India

    - Responsible for serving walk-in customers and cross selling to existing customers- Opening & Closure of Savings account, Checking account, Term Deposits, Loan account and their documentation thereof