Niralee Patel
Assistant Branch Manager at HAB Bank- Claim this Profile
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Bio
Experience
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HAB Bank
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United States
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Banking
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1 - 100 Employee
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Assistant Branch Manager
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Oct 2023 - Present
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BCB Bank
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United States
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Banking
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200 - 300 Employee
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Universal Banker II
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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
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Sun National Bank
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Banking
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200 - 300 Employee
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Bank Teller
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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
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Orion Group
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United Kingdom
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Staffing and Recruiting
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700 & Above Employee
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Recruitment Specialist
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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
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Target
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United States
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Retail
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700 & Above Employee
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Customer Service Specialist
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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.
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Adani DAV Public School - India
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Ahmedabad Area, India
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Elementary School Teacher
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May 2010 - Dec 2013
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Smart Money Research, Inc
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Ahmedabad Area, India
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Sr Financial advisor and Accountant
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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.
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Education
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H&R Block
Ceritified, Tax Preparer -
Middlesex County College
Accounting fundamentals -
Gujarat University
Master's degree, Business/Commerce, General -
Gujarat University
Bachelor of Education - BEd -
Gujarat University
Bachelor's degree, Business/Commerce, General