Niralee Patel

Assistant Branch Manager at HAB Bank
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Assistant Branch Manager
      • Oct 2023 - Present

    • United States
    • Banking
    • 200 - 300 Employee
    • Universal Banker II
      • Jan 2018 - Oct 2023

      • Manage all secured documents and reports for audits. • Oversee monthly audits for branch and ensure compliance. • Handled On-Boarding, leave and absence management, as well as day to day schedules and time monitoring. • Organize and file documents based on visa status. • Open personal and business accounts, MMs, CDs, IRAs and maintained accurate account activities as per customer request. • Proficient in solving all business customers with their cash management, online banking and ACH-wire facilities. • Handle significant cash flow with precision. • Conduct monthly audits of vault, ATM, cashier’s checks, money orders and tellers. • Maintain General Ledgers balanced and track teller differences. • Prepare branch reports and facilitate efficient branch operations • Promote bank products and provide top-notch customer service. • Process domestic and international wires and assist tellers when needed. • Respond to customer inquiries in person and via email. • Manage the Safe Deposit Box section and perform daily vault, ATM, and cash drawer reconciliations. Show less

    • Banking
    • 200 - 300 Employee
    • Bank Teller
      • Nov 2016 - Jan 2018

      • Opened personal and business accounts, MMs, CDs, IRAs and maintained accurate account activities. • Proficient in solving all business customers with their cash management, online banking and ACH-wire facilities. • Handled significant cash flow with precision. • Conducted monthly audits of vault, ATM, cashier’s checks, money orders and tellers. • Maintained General Ledgers balanced and track teller differences. • Prepared branch reports and facilitate efficient branch operations • Promoted bank products and provide top-notch customer service. • Processed domestic and international wires and assist tellers when needed. • Responded to customer inquiries in person and via email. • Managed the Safe Deposit Box section and perform daily vault, ATM, and cash drawer reconciliations. Show less

    • United Kingdom
    • Staffing and Recruiting
    • 700 & Above Employee
    • Recruitment Specialist
      • Feb 2015 - Nov 2016

      • Managed the interview process and maintained relationships with existing clients while developing new ones. • Recruited and hired candidates for contract, contract-to-hire, and permanent placements. • Assisted H1b and EAD candidates with their GC process after onboarding. • Marketed consultant profiles to secure better opportunities. • Developed candidate and client base through various methods like cold calling, referrals, and recruiting. • Cultivated strong relationships with management, candidates, and external recruiting sources. • Reconciled payroll accounts and improved retention through effective pre-screening and interviews. Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Customer Service Specialist
      • Jun 2014 - Feb 2015

      • Recognized with multiple awards for acquiring new loyalty customers and achieving daily and weekly sales goals. • Provided exceptional customer service to regular and potential customers. • Cultivated strong relationships with customers by informing them about ongoing offers and deals. • Quickly established credibility with customers and management. • Successfully referred credit products to customers. • Recognized with multiple awards for acquiring new loyalty customers and achieving daily and weekly sales goals. • Provided exceptional customer service to regular and potential customers. • Cultivated strong relationships with customers by informing them about ongoing offers and deals. • Quickly established credibility with customers and management. • Successfully referred credit products to customers.

  • Adani DAV Public School - India
    • Ahmedabad Area, India
    • Elementary School Teacher
      • May 2010 - Dec 2013

  • Smart Money Research, Inc
    • Ahmedabad Area, India
    • Sr Financial advisor and Accountant
      • Sep 2001 - Oct 2007

      • Provided monetary analysis and investment opportunities advice to clients. • Delivered excellent customer service to regular and potential customers. • Developed and maintained strong customer relationships. • Handled accounting functions and reconciled expenditure reports • Prepared detailed financial statements periodically for clients. • Provided monetary analysis and investment opportunities advice to clients. • Delivered excellent customer service to regular and potential customers. • Developed and maintained strong customer relationships. • Handled accounting functions and reconciled expenditure reports • Prepared detailed financial statements periodically for clients.

Education

  • H&R Block
    Ceritified, Tax Preparer
    2020 - 2020
  • Middlesex County College
    Accounting fundamentals
    2020 - 2020
  • Gujarat University
    Master's degree, Business/Commerce, General
    2010 - 2012
  • Gujarat University
    Bachelor of Education - BEd
    2009 - 2010
  • Gujarat University
    Bachelor's degree, Business/Commerce, General
    1994 - 1996

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