Summary
Overview
Work History
Education
Skills
DISCLAIMER
Timeline
Generic

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
Dharmapuri
04-2014

High School Diploma -

Bharath Matriculation Higher Secondary School \ +2
Krishnagiri, India
04-2009

Middle School -

Velankanni Matriculation Higher Secondary School / SSLC
Krishnagiri
04-2007

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
JAGAN SIDDARTH