Shilu Suman

Relationship Manager, Banking Operations

city union bank

kolkata

03.2022 - 10.2022

Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Worked with [Name] and [Name] departments to facilitate communication and deliver personalized solutions to customers.
Generated new business and referral clients in partnership with financial advisors and branch team.
Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
Educated customers about [Product or Service] options and processed purchases.
Maintained knowledge on banking products and distribution to provide optimal service support.
Assisted customers with opening accounts and signing up for new services.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Executed wire transfers, stop payments and account transfers.
Established rapport with new clients to increase satisfaction and loyalty.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Handled various accounting transactions.
Maintained friendly and professional customer interactions.
Calculated fees due, interest and change for customer transactions.