Hardeep Dhillon
Client Relationship Consultant 4 @U.S. Bank
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WORK HISTORY
Client Relationship Consultant 4 @U.S. Bank
Menlo Park, CA, US
Providing tailored financial advice and recommending banking solutions based on individual client needs.Opening and servicing new accounts, completing credit applications, and processing service requests.Conducting proactive outreach through multiple channels—both in-person and virtually—to engage clients and provide financial counseling.Educating clients on deposit products, loan offerings, investment options, and self-service digital banking tools.Maintaining up-to-date knowledge of banking products and services while ensuring compliance with banking regulations and policies.Promoting a digital-first mindset by assisting clients with mobile and online banking.Collaborating with branch partners and internal teams to deliver an optimal and seamless client experience.Ensuring accuracy and operational excellence in all transactions and client interactions.
EDUCATION
Punjabi University, Patiala
Bachelor of Business Administration - BBA, Finance and Financial Management Services
Clark University
Master's in Finance Mathematics , Accounting and Finance
ABOUT HARDEEP DHILLON
Finance professional with expertise in banking operations, FP & A, and financial…
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