Kruti Kosada
Lansdale
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills with being highly organized while multi tasking.
Overview
9
9
years of professional experience
Work History
Senior Banker
Bank of America
05.2021 - Current
- Analyzed financial data and provided advice on appropriate banking services for clients.
- Managed daily operations of the bank branch, including staff supervision and training.
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Presented financial reports to senior management, informing strategic decision-making on key business initiatives.
- Demonstrated exceptional time management skills while working on multiple projects simultaneously without compromising quality or deadlines.
- Maintained clear communication channels between all parties involved in the event planning process, ensuring timely updates and issue resolution.
Relationship Banker
Bank of America
01.2021 - 04.2022
- Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Developed promotional strategies to attract new customers to the bank's products and services.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Built long-term relationships with customers by providing personalized service and support.
Shift Supervisor
CVS Pharmacy
11.2015 - 12.2020
- Created work schedules for staff while adhering to labor laws and budget constraints.
- Identified opportunities for process improvements through data analysis.
- Maintained accurate records of daily transactions and deposits.
- Resolved customer complaints in a timely manner.
Education
Associate of Science -
Montgomery County Community College
Blue Bell, PA09-2016
High School Diploma -
North Penn Senior High School
Lansdale, PA06-2015
Skills
- Customer Relationship Management
- De-escalating conflicts
- Operations understanding
- Risk management policies
- Operational Support
- Assessing fraud potential
Education and Training
Lansdale, PA,true,Blue Bell, PA
Contact
Lansdale, PA 19446
Languages
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Senior Banker
Bank of America
05.2021 - Current
Relationship Banker
Bank of America
01.2021 - 04.2022
Shift Supervisor
CVS Pharmacy
11.2015 - 12.2020
High School Diploma -
North Penn Senior High School
Associate of Science -
Montgomery County Community College
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