Simran Dhaliwal Email & Phone Number

Raleigh, North Carolina

Raleigh, North Carolina

• Promoted to strengthen business relationships with mass affluent clients for a leading provider of corporate and investment banking, capital market, lending, and wealth management services.
• Serve as a trusted professional, strategically assisting affluent clients in determining the best financial strategies to meet their needs and ensure incremental portfolio growth while meeting and exceeding company.
• Develop new and deepen existing client relationships by prospecting through centers of influence; partner with colleagues at two assigned branches to identify clients and opportunities that are best served and expanded.
• Qualify clients for the Premier program, uncover additional business growth opportunities, and refer them to other line of business partners including Financial Advisors, Mortgage Lending, Trust, Private Wealth.

Cary, North Carolina

• Promoted to meet the growing needs of new and existing clients through deposit, lending, and investment services.
• Delivered exceptional customer service by determining the banking, lending, and advisory needs of clients, then utilizing consultative selling techniques to recommend and deliver a strong portfolio of solutions to meet.
• Exceeded monthly and quarterly goals in all categories of sales, including lending, deposits, and revenue.
• Referred clients to internal business partners for additional revenue growth opportunities in Premier Banking, Financial Advisory, Mortgage Lending, Private Wealth, Business Banking, Treasury Services, and Merchant.
• Recognized as a Platinum Performer, ranking in the top-10% of the organization; selected for Market Development Plan.

Cary, North Carolina

Cary, North Carolina

Durham, North Carolina

• Promoted to collaborate with the Branch Manager to ensure sustained, profitable business growth.
• Supervised teller line, ensuring consistent participation in achievement of customer service, sales, and operational goals through continuous coaching; mentored and trained employees, approved teller transactions, and.
• Retained bank documentation and performed quarterly teller audits in compliance with internal controls and risk management.
• Utilized all business partners to consistently achieve the highest number of branch referrals.

Durham, North Carolina

• Recruited to perform daily banking transactions with a high level of customer service.
• Handled high transactional volume of daily retail deposits and withdrawals in a fast-paced environment; worked as a team player to identify valuable referral opportunities of mutual interest for clients while meeting.