JAGAN SIDDARTH
Summary
Banking professional with solid foundation in financial services and client management. Adept at handling day-to-day banking operations and resolving customer concerns efficiently. Known for teamwork and adaptability, ensuring smooth workflow and consistent results.
Professional banking specialist with proven track record in financial services and customer support. Adept at handling transactions, managing accounts, and ensuring compliance with banking regulations. Strong focus on collaboration and achieving measurable results. Known for reliability, adaptability, and excellent communication skills. Proficient in utilizing banking software and delivering exceptional customer service.
Overview
9
9
years of professional experience
Work History
Banking Assistant
Urban Cooperative Bank
07.2024 - Current
- Utilized banking software to update client information, ensuring data accuracy and confidentiality at all times.
- Provided training to new staff on operational procedures, fostering a collaborative work environment.
Finance Assistant
Libra Tech Services LLC
02.2022 - 01.2023
- Processed invoices and expense reports, ensuring accuracy and timely payment.
- Supported month-end closing activities by reconciling accounts and preparing necessary documentation.
- Conducted data entry for financial transactions, enhancing record-keeping efficiency and accuracy.
- Supported the finance team by processing invoices and expense claims promptly and accurately.
Banking Assistant
Urban Cooperative Bank
02.2017 - 01.2022
- Assisted customers with account inquiries and transaction processing, ensuring accurate and efficient service delivery.
- Processed loan applications and documentation, maintaining compliance with banking regulations and policies.
- Coordinated deposit transactions, verifying funds and maintaining accurate records for daily operations.
- Supported office administration tasks, including scheduling appointments and managing correspondence effectively.
Education
Bachelor of Engineering - ECE
Shreenivasa Engineering College
Dharmapuri04-2014
High School Diploma -
Bharath Matriculation Higher Secondary School \ +2
Krishnagiri, India04-2009
Middle School -
Velankanni Matriculation Higher Secondary School / SSLC
Krishnagiri04-2007
Skills
- Teller transactions
- Credit analysis
- Account servicing
- Loan processing
- Debt management
- Transaction processing
- Data entry
DISCLAIMER
I hereby declare that the above information is true and correct to the best of my knowledge and belief
Timeline
Banking Assistant
Urban Cooperative Bank
07.2024 - Current
Finance Assistant
Libra Tech Services LLC
02.2022 - 01.2023
Banking Assistant
Urban Cooperative Bank
02.2017 - 01.2022
Bachelor of Engineering - ECE
Shreenivasa Engineering College
High School Diploma -
Bharath Matriculation Higher Secondary School \ +2
Middle School -
Velankanni Matriculation Higher Secondary School / SSLC