Anu Davis Email & Phone Number

Vancouver, British Columbia, Canada

Surrey, British Columbia, Canada

Kochi, Kerala, India

As Assistant Manager, I have handled the below responsibilities:Assured quality, hassle-free customer services with proper understanding and providing resolution for customer needs.Accurate and timely resolution of customer complaints received by emails and telecalls using the standard procedures.Cash management at branch levelNew account opening - Savings, current, and Non-resident accountsLoan processing - Mortgage and vehicle loans.Preparing pre/post-sanction… Show more As Assistant Manager, I have handled the below responsibilities:Assured quality, hassle-free customer services with proper understanding and providing resolution for customer needs.Accurate and timely resolution of customer complaints received by emails and telecalls using the standard procedures.Cash management at branch levelNew account opening - Savings, current, and Non-resident accountsLoan processing - Mortgage and vehicle loans.Preparing pre/post-sanction reports and valuation reportsFinalizing the interest rate for the customers based on credit historyCredit monitoring of advance overdue accountsServed as the compliance officer for handling anti-money laundering(AML)/KYC issues.ATM maintenance in-charge and quality officer at branch levelHandled banking transactions such as forex and wire transfers.Achieved targets for account openings such as savings, fixed deposits through various customer acquisition and engagement programs.• Held the position of Digital Beacon of the branch which included the prime responsibilities of in person sales and marketing, introduction and installation of Digital Banking products to retail, corporate clients, conducting Digital campaigns to provide financial literacy on digital platform. Show less

Kerala, India

• Have undergone various trainings on customer service, entry level banking operations and safe custody management.• Handled front line/help desk duties such as greeting customers, attending client calls, giving brief appraisal of banking products and services before redirecting them to the concerned officials.• Acquired hands-on experience in entry level clerical duties, start of day, end of day operations, ATM and CDM management.• Assisted managers in achieving various business… Show more • Have undergone various trainings on customer service, entry level banking operations and safe custody management.• Handled front line/help desk duties such as greeting customers, attending client calls, giving brief appraisal of banking products and services before redirecting them to the concerned officials.• Acquired hands-on experience in entry level clerical duties, start of day, end of day operations, ATM and CDM management.• Assisted managers in achieving various business targets of the branch.• Achieved prominent role in selling third party insurance products, growing businessthrough client lead generation and customer management.• Played an important role in achieving more than 90% in branch inspection commentrectification and was also in front line for assisting auditors in report generation forinspection.• Managing and sending monthly/quarterly financial statements as required by various departments of the bank. Show less