Harin Patel Email & Phone Number

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adopting a digital-first mindset. Builds and fosters relationships with clients through proactive outreach and follow-up, asking questions, and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Manage day-to-day operations of a lodging facility with keen focus on ensuring optimal financial performance and guest satisfaction. Oversee development and execution of business strategies, maintaining accountability for financial and operational decisions. Crafted and applied data-driven strategies from reports to boost revenue, streamline operations, ensure financial stability, and elevate guest experiences. Orchestrated sales and marketing initiatives, supported budget oversight, and managed various hotel services such as reservations, catering, inventory, housekeeping, and business marketing. Supervised team members, optimized work schedules, and monitored routine tasks to enhance efficiency. Analyzed and assessed various reports including occupancy, ADR, Gross Sales, Night Audits, Forecast, Account Balance, and RevPar reports.

Maintain cash drawer within prescribed cash limits and meet cash balancing standards. Perform more complex tasks such as Safe Deposit activities, merchant teller services, remote branch capture, etc., in compliance with established policies, procedures, and standards. Participate in sales promotions and meet monthly referral goals and potentially train tellers to effectively identify quality referral opportunities.

Launched new products, expanded product lines, and educated staff and clientele to drive sales growth.Supervised a team of 8-10 sales associates, offering guidance, training, and support to uphold sales objectives and service standards.Introduced and implemented product knowledge and sales techniques.Emphasized achieving sales goals and fostering a collaborative team environment, driving enhanced sales performance and customer satisfaction in retail operations.

Glendora, California, United States

Azusa, California, United States

Real Estate

Associate'S Degree, Real Estate