Priyank Chokshi Email and Phone Number

• Understanding the personal goals and financial aspirations of clients and ensuring strategies are in place to reach these achievements• Recommendations included structuring the correct banking products and services to properly suit individual needs and banking habits to reduce fees and setting up long term plans with accredited financial planners• Retaining, managing, and growing a portfolio of affluent customers in the premium segment of the retail banking• Leveraging sound marketing skills to market bank products, promoting bank services• Explaining different types of loans and credit options that are available, as well as the terms of those services

• Provided accurate financial analysis and risk assessments of new and existing customers• Responsible for making accurate decisions in granting loan requests, using an understanding of credit and risk management concepts• Minimized the bank's risk exposure by adhering to internal credit policies and procedures concerning lending decisions• Determined alternative means of financing for all borrowers when it is determined that the original request could not be accommodated for not in the best interest of the bank• Identified potential credit risks and mitigants to credit transactions

• Started as Teller, provided excellent customer service, received payment by cash, check, credit cards, vouchers, or automatic debits• Issued receipts, refunds, credits, or change due to customers• Delivered friendly and professional customer service and knowledge to the customer during opening accounts and cross-selling banking product• Count money in cash drawers, compute, and record totals of transactions• Compiled and maintained non-monetary reports and records