Sweta Patel
Universal Banker @Nbcu
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WORK HISTORY
Universal Banker @Nbcu
US
Deliver exceptional customer service by assisting clients with checking, savings, credit cards, and loan products• Open new accounts and educate customers on digital banking tools and financial solutions• Identify customer needs and recommend appropriate banking products to support financial goals• Process daily banking transactions including deposits, withdrawals, payments, and transfers accurately• Support branch sales goals through relationship building and cross-selling financial products• Maintain compliance with banking regulations, policies, and security procedures• Resolve customer concerns efficiently while ensuring a positive branch experience• Collaborate with team members to achieve branch performance and service objectives
EDUCATION
IT Expert System , INC
Certification , Software Quality Assurance , Agile Scrum Master,
IT Expert System Inc.
certificate course , Information Technology
Gujarat University
Bachelor's degree, Chemistry
ABOUT SWETA PATEL
Retail Banking OperationsAccount Opening & ComplianceKYC / AML KnowledgeConsumer LendingCross-Selling & Relationship BuildingDeposit ProductsInterest-Bearing ProductsForeign Currency TransactionsSales Performance & Goal AchievementCash Handling & Transaction Accuracy• Wire Transfers (Domestic & International)• Foreign Currency Exchange (Buy/Sell)• Safe Deposit Box Administration• Digital Banking Enrollment• Online & Mobile Banking Support• Client Relationship Management (CRM)• Communication & Interpersonal Skills• Problem Resolution• Attention to Detail• Time Management
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