Sonali Khuntia

Relationship Banker @Valley Bank

New York, NY, US

Sales & Customer Service• Provide financial guidance and solutions to business and retail clients, including account management, loans, and investments• Holistic assessment of client goals and recommend appropriate products and services• Achieve and exceed sales targets by effective cross-selling through analysis of Salesforce and CRM data• Build and maintain strong client relationships through proactive communication and follow-up• Collaborate with front-to-back office and integrating clients with partners across the bank to deliver seamless experience• Ensure compliance with banking regulations and internal policies to mitigate risks• As first line of defense, assessed risks of each transaction to protect funds and client integrity

University of London

Bachelor of Science - BS