Sandhya Paka
Assistant Client Onboarding Manager at BMO Financial Group
- Role
- Assistant Solution Delivery Team Lead at Bmo Commercial Bank
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Sandhya Paka
I am an experienced financial services professional with over 20 years of experience. During this time, I have acquired expertise in the following areas: customer service, sales, management, operations and audits, and training of new employees. I worked in the retail banking in various roles including management. I had the opportunity to assist in two bank acquisitions by training employees on the various systems and bringing branch management up to speed on audits and operations.After 12 years in retail banking, I transitioned to commercial banking- Treasury management.I started out as a Client Support Specialist which gave me an overview of all Treasury management products. In this role, I provided the support to internal partners and clients. I transitioned as a Solution Delivery Consultant where I implement treasury management products and services.
Experience
Assistant Solution Delivery Team Lead
Jan 2025 — Present · Chicago, IL, US
Education
University of Wisconsin-Madison
B.S.
Keller Graduate School of Management of DeVry University
M.B.A.
Skills
- Underwriting
- Strategic Financial Planning
- Private Banking
- Personal Financial Planning
- Commercial Lending
- Sales Management
- Lines of Credit
- Deposits
- Treasury Management
- Customer Service
- Cross Selling
- Financial Services
- Income Tax
- Sales
- Portfolio Management
- Loans
- Auditing
- Financial Analysis
- Tax Law
- Fraud
- New Business Development
- Investments
- Leadership
- Management
- Analysis
- Banking
- Mutual Funds
- Finance
- Risk Management
- Credit
- Credit Cards
- Financial Risk
- Commercial Banking
- Refinance
- Tax Returns
- Mergers & Acquisitions
- Credit Risk
- Relationship Management
- Mortgage Lending
- Residential Mortgages
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