Rupal Shah Email & Phone Number

Murrieta, Ca, Us

United States

Personal Banker, Business Advocate, Customer Experience Champion and Leadership Role

Murrieta, Ca

Held various positions within banking from Teller Manager, Personal Banker with First Union which became Wachovia and now Wells Fargo. Started in New Jersey to Charlotte and moved to Murrieta, CA in 2011. • Developed strong rapport with branch managers and provide support in branch during short staff. • Received and processed checks and cash for deposit, verified amounts, and follow compliances.• Help new and existing clients resolve issues related to any banking services.• Cross-sell bank products and services to increase sales revenues.• Coach team members to develop sales opportunities and refer customers to designated business partners.• Greeted and interfaced with customers to facilitate daily banking transactions and provide exceptional customer service to every individual• Maintain continuous customer engagement through customer visits, contacts by phone and be proactively resolve their issues.• Focusing on tellers to ensure they provide excellent customer service and offer bank products.• Proactively monitoring balances and understand customer business profile.• Lead, Motivate and work very close to each team member.• Good communication and provide feedback to individual as needed.• Trained new employees and play key role during several banking conversations.• Prepared month-end reports for managers and helped identify any problems.