Sheetal Patel

Advocate at INOVA Federal
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Michigan City, Indiana, United States, IN
Languages
  • English, Gujarati, Hindi. Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Advocate
      • Jul 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Banker
      • Oct 2018 - Jul 2021

      Perform full-time personal banker duties and also cross-train tellers. Manage deposits, balance sheets, daily transactions, balance ATM, vault teller, night drops, and day drops. Open, close, and update accounts. Renew/reset pins and handle fraud disputes. Help set up clients with mobile and online banking. Process wire transfers. Always had great shout outs for mystery shops. ATM Custodian. •Issued referrals to partners, e.g., mortgage and investments, helping to build relationships. •Answered any daily member inquiries via phone and in person, ensuring it was done in the most professional way possible. Show less

    • United States
    • Hospitality
    • 1 - 100 Employee
    • Event Planner
      • Jul 2016 - Jul 2021

      Provided customer service at the front desk and planned and scheduled parties and events. Worked with companies such as Expedia and booking.com connecting with their sales teams to help expand sales. •Aligned sales and marketing duties, promoting events, helping to increase R.O.I. Provided customer service at the front desk and planned and scheduled parties and events. Worked with companies such as Expedia and booking.com connecting with their sales teams to help expand sales. •Aligned sales and marketing duties, promoting events, helping to increase R.O.I.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Teller/Member Service Representative
      • Apr 2017 - Oct 2018

      Carried out full-time teller tasks and cross-trained on member service. Handled deposits, balance sheets, daily members transactions, gift cards, travel cards, balanced ATM, vault teller, night drops, and day drops. Opened, closed, and updated accounts. Oversaw instant debit card training. Renewed/reset pins and took care of fraud disputes. Answered any daily member inquiries. •Upheld strict financial controls by keeping funds secure and accurately transferring monies. •Monitored customer behaviors and upheld protocols to prevent theft of assets. Show less

    • United States
    • Banking
    • 400 - 500 Employee
    • Personal Banker/Loan Specialist
      • Nov 2010 - Oct 2016

      Developed new business and maintained present customers by extending high quality and efficient customer service: Sales, open accounts, CD renewals, teller, loans-home equity, consumer, boat, car, unsecured and secured Loans, etc. Handled death certificates and address changes on paper and on computer, in charge of returned mail. Completed projects assigned to me on a timely manner. •Provided a full range of personalized banking services to retail customers focused on a broad and ongoing relationship including financial counseling, lending, and other financial needs. •Utilized sales experience and product knowledge along with a willingness to identify the financial needs to help customers meet current and future needs by providing exceptional service and sound financial advice. •Handled phone queries and kept a day-to-day calendar in outlook to follow up on appointments and existing clients. Show less

    • Banking
    • 700 & Above Employee
    • Part time cashier/sales
      • Nov 2003 - Jun 2006

      -Conduct most of the banks routine transactions. Cash checks, accept deposits and payments, process withdrawals, sell savings bonds, process paperwork, sell travelers checks, and work in customer service. - Open and close customer accounts. - Handle large sums of cash in sterling and foreign currency. - Processed foreign checks. - Balance cash drawers. - Load ATM machines. - Introduce and advise customers about the products offered by bank. - Handle retailer’s daily deposits via night safe deposit boxes. - Investigate and resolve all types of credit card queries. Show less

    • Information Technology & Services
    • 100 - 200 Employee
    • Stay at home Mom and helped run family business
      • Mar 1998 - Sep 2003

    • Kuwait
    • Banking
    • 700 & Above Employee
    • Personal Banker
      • Apr 1993 - Mar 1998

      - Liaising with IT department, Private Banking and overseas branches. - Carry out and confirm instructions of overseas customers by fax, phone and mail. - Foreign exchange deals and fixed deposit arrangements. - Maintaining a till in sterling and foreign currencies, encashment of check, counter debit and Banker’s draft. - Open and close customer accounts. - Visa and diners cash advances and balance certificates. - Safe custody and safe boxes. - Load and balance ATM machines. - Liaising with IT department, Private Banking and overseas branches. - Carry out and confirm instructions of overseas customers by fax, phone and mail. - Foreign exchange deals and fixed deposit arrangements. - Maintaining a till in sterling and foreign currencies, encashment of check, counter debit and Banker’s draft. - Open and close customer accounts. - Visa and diners cash advances and balance certificates. - Safe custody and safe boxes. - Load and balance ATM machines.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Cashier
      • Jan 1992 - Mar 1993

      Travelex Foreign Exchange, London, U.K 01/93 – 01/94 - Cash foreign traveler’s checks in sterling & foreign currency - Cash checks. - Carry out and confirm instructions of overseas customers by phone. Travelex Foreign Exchange, London, U.K 01/93 – 01/94 - Cash foreign traveler’s checks in sterling & foreign currency - Cash checks. - Carry out and confirm instructions of overseas customers by phone.

    • Banking
    • 700 & Above Employee
    • Head Cashier
      • Nov 1989 - Aug 1992

      - Learned to conduct basic bank transactions. - Balance cash drawers. - Open and close accounts. - Balanced Vault on Daily. - Foreign exchange Window. - Learned to conduct basic bank transactions. - Balance cash drawers. - Open and close accounts. - Balanced Vault on Daily. - Foreign exchange Window.

Education

  • Neasden High School
    High school graduate.
    1982 - 1988
  • Drayton Park school

Community

You need to have a working account to view this content. Click here to join now