Ramya Sethumadhavan
Financial Services Representative at First Tech Federal Credit Union- Claim this Profile
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Bio
Credentials
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Data Analysis and Visualization Foundations Specialization
CourseraNov, 2022- Nov, 2024 -
Data Visualization and Dashboards with Excel and Cognos
CourseraNov, 2022- Nov, 2024 -
Excel Basics for Data Analysis
CourseraNov, 2022- Nov, 2024 -
Introduction to Data Analytics
CourseraNov, 2022- Nov, 2024 -
Python for Data Science, AI & Development
CourseraNov, 2022- Nov, 2024
Experience
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First Tech Federal Credit Union
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United States
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Financial Services
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700 & Above Employee
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Financial Services Representative
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Dec 2022 - Present
Key responsibility areas: 1. Process routine financial transactions for members quickly and accurately in compliance with regulations and guidelines 2. Establish and maintain member deposit and loan accounts 3. Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate 4. Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech’s suite of product offerings 5. Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems 6. Perform account maintenance activities including updating member contact and personal information 7. Perform follow-up activities and outbound calls for new and existing members 8. Partner with other business units in sales and service activities, as appropriate Show less
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Amazon
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United States
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Software Development
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700 & Above Employee
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Seller Operations Support Executive
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May 2019 - May 2021
As a Seller Operations Executive at Amazon, my KRAs were: 1. Remotely monitor efficient functioning of the assigned seller flex sites via call, emails and by coordination with field executives 2. Liaise between field executives/sellers and various internal and external agencies for efficient and timely execution of operations 3. Train and direct associates for execution and adherence of norms and practices 4. Trigger the audit of sites by field executives for various operational performances, restrictions and norms 5. Devise and deploy SOPs, analysis data and propose features and processes, which focus on improving the seller experience Show less
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BankBazaar India
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India
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Financial Services
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300 - 400 Employee
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Customer Relations Officer
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Nov 2018 - Mar 2019
As a Customer Relations Officer at Bankbazaar, my KRAs were: 1. Process verifications for loans, credit cards and insurance products 2. Involved in domestic tele calling process 3. To respond to queries raised by the customers and ensure highest level of customer service As a Customer Relations Officer at Bankbazaar, my KRAs were: 1. Process verifications for loans, credit cards and insurance products 2. Involved in domestic tele calling process 3. To respond to queries raised by the customers and ensure highest level of customer service
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ESAF Microfinance and Investments Pvt.Ltd
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Financial Services
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200 - 300 Employee
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Assistant Manager
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Nov 2013 - May 2014
As the Assistant Manager - Branch Operations at ESAF Microfinance, my KRAs were: 1. Preparing credit policy and the process manual Benchmarking 2. Suggesting procedures and policy modifications in order to increase competitiveness and market share 3. Site visits to measure client’s satisfaction and ensuring superior value delivery and identifying manners to improve the offered product 4. Portfolio risk analysis, follow up, finding out causes and deriving solutions 5. Verifying pilot credit files to ensure that it is in line with credit policy 6. Preparing periodical financial and non-financial reports; 7. Modifying core information system to be reliable and capable to meet daily requirements 8. Supervise loans disbursement cycle and responding to branches inquiries in order to facilitate work flow 9. Setting smart targets that maintain required growth rates and quality Show less
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Education
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2009 - 2013
Calicut University
Bachelor's degree, Electrical and Electronics Engineering -
1997 - 2009
Kendriya Vidyalaya
High School (12th Standard), Computer Science
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