Swati Harle

Responded to all client inquiries and asked appropriate questions to facilitate resolution.

• Conducted case management activities and services with multidisciplinary team.
• Interacted with team members across departments to research and resolve customer issues.
• Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
• Verified basic needs are being met, providing navigation assistance for various benefits and available services.

• Proficient in Configuration, Customization, Integration on Salesforce.com
• Creating, Managing, Implementing and Customizing custom objects
• Involved in automating different business process using Process Builder, Workflow rules and Approval processes
• Creating Reports and Dashboards as per business requirements
• Proficiency in SFDC configuration like Profile, Roles, User Management, Page Layout, RecordTypes, Custom Tabs and Fields
• Good knowledge of SOQL, SOSL and Governor Limit
• Understanding Customer Queries
• Problem Solving and Knowledge of proper cash handling procedures
• Good knowledge of Object Relationship and SFDC out-of-box functionalities
• Involved in Data Migration using Data Loader and Import Wizard
• Design and developed Apex Triggers, Apex Classes, VisualForce and Lightning Aura Component for various functional needs in the application
• Good knowledge and understanding of SFDC Security and Sharing Model

• Solving customer inquiries via email, phone, social media channels and in person
• Up-selling and cross-selling services
• Cooperation with different departments and external partners to find ideal solutions for the customer
• Handled incoming and outgoing money transactions in the form of cash, checks
• Provide exceptional customer service by responding to individual client needs
• Performed data entry services regarding client's account and transaction
• Processed banking account transaction including withdrawals, deposits
• Build strong relationship with customers and promoted top products and services
• Supervised day-to-day operations to meet performance, quality and service expectations.
• Developed strong working relationships with staff, fostering a positive work environment.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
• Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
• Improved customer satisfaction by addressing and resolving complaints promptly.
• Managed inventory levels to minimize stockouts while reducing overhead costs.
• Generated repeat business through exceptional customer service.

• Developed and maintained strong, long-lasting customer relationships
• Monitored performance, forecasting, expenditures and service quality for my accounts
• Serviced accounts on regular basis to propose new product or services and maximize revenue
• Exceeded sales goals through effective negotiation of product and material pricing and delivery rates
• Quarterly business review meetings and planning new projects with customers
• Staying on top of market trends and innovation