Saranya Mohan
Branch sales and service associate at PNC Bank, National Association- Claim this Profile
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Bio
Experience
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PNC Bank, National Association
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United States
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Banking
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100 - 200 Employee
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Branch sales and service associate
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May 2020 - Present
• Experience in Cash Flow Insights for business customers and recommending the products • Increased customer experience by utilizing cross selling and up selling techniques • Made 50 calls on a daily basis for multi-channel sales calls • Experience in working with Salesforce application • Responsible for coordinating for sale operations, customer service, finance and account management • Studied about the banking products through online and self-learning through PNC university and applied on to my daily routines • Experienced in domestic and international Wire Transfer • Consistently performed requirements of the position including exceeding sales goals and meeting quality assurance requirements • Submit loan applications, investments and mortgage referrals • Achieved individual sales goals and location sales goals • KYC (Know Your Customer) • Worked with Eco partners • NMLS registered loan officer • Delivered Incident reports as needed • Completed the branch operational duties • Network scanning of customer documents • Updating Branch Manager with daily debrief Show less
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RKM JEWELLERY
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South Africa
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Self Employed
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May 2005 - 2010
• Maintain consistent high level of customer service by creating and developing excellent client relationships • Understanding all systems and procedures related to sales and credit transactions • Focus on achieving and exceeding individual sales goals • Exceeded trunk show sales and appointment goals • Handled all customer transactions professionally, effectively and accurately • Develop customer base by asking each customer to complete a client profile card • Use customer cards to send thank you notes, notify customers of sales and special events • Updating customers on a regular interval about their products from purchase to delivery Show less
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GK FINANCE Corp
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United States
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Financial Associate
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Apr 2003 - Jul 2003
• Building relationship with marketing and sales team within the account • Customize marketing materials and messaging for reseller account initiatives • Develop and build out reporting packages that provide to senior management on revenues, expenses and headcount information • Assist in the development of functional strategic plan • Calculate and review performance returns and provide comparison benchmarks • Building relationship with marketing and sales team within the account • Customize marketing materials and messaging for reseller account initiatives • Develop and build out reporting packages that provide to senior management on revenues, expenses and headcount information • Assist in the development of functional strategic plan • Calculate and review performance returns and provide comparison benchmarks
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Education
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Madurai Kamraj University, Madurai
Bachelor of Commerce - BCom