Vidhi Sharma Email & Phone Number

United States

Suffolk, Va

As an Assistant Branch Manager, I am responsible for the overall effective operations of the branch including business development, new account growth, superior customer service, operational integrity, and promotion of Chartway through community development.• Responsible for Audit compliance and manages Branch Operations, Coach team on proper execution of sales process and role model desired behaviors - Adhered to compliance and operations risk controls in accordance with the Chartway’ s regulatory standards, policies, and practices. • Maintains high levels of controls through daily observations, coaching, and weekly assigned projects dispersed among the management team, tellers, and MSRs• Co-Lead the sales management of the branch to ensure attainment of sales goals. Actively managed sales process activities including customer profiling, customer and employee events, sales, and activity tracking.• Responsible for ordering cash and keep daily totals below the required limit.• Train MSRs and coach them about various aspects of counseling and credit checks. Check their Laon applications for accuracy and guide them about documentation needed for different applications. • Cross- train Team-Members, identifies employee performance gaps and created individual development plans to resolve those deficiencies.• Ambassador of Care Team, VA• Developed training strategies for platform to increase loan approved funding ratio for branch from 39% to 85%.

Chesapeake, Virginia

• Marketed financial products and services, promoted small business customer accounts. Opened various accounts, processed loan applications, and managed various customer service requests. Leveraged Bank’s daily goals with in-depth product knowledge. Increased overall branch objectives by 20%. Investigated credit/fraud related situations.• Achieved 146% of Consumer Loan goal, 200% of Credit Card and Balance Transfers, 135% New Membership and 126% Checking accounts. Consistently exceeded 100% of goal each quarter.• Utilized consultative sales approach to define customer goals and developed solutions that cultivated strong relationships with customers, regards to service, policies and procedures of the Credit Union.• Promoted and helped expand Chartway Business at Girl Scout events and Chesapeake Regional Medical Center fairs.• Leveraged core strengths and connections to develop new businesses, established lasting banking relationships, trained and developed multiple employees to become successful Member Specialists.• “Notary Public, State of Virginia” to ensure customer satisfaction.

Norfolk, Virginia Area

• Helped Veterans and their families in providing resources to promote family engagement in child and adult education.• Assisted individuals with accessing work supports, referrals for emergency assistance and other resources that help families or individuals become financially stable. • Participated in all AmeriCorps service and community projects.• Documented analysis via specialized reports and graphs for Department of Veteran Services.

Va

• Provide one-on-one Budget-counseling services to service members and retires in managing their unstable finances. Helps clients in reducing debts and achieving a happy debt-free life.Helped 225 Clients with over $50,000 loan and grants.• Train apprentice caseworkers in Navy Pay/LES, Budgets and different Client needs along with Society's policies. • Incorporated field experience and technical knowledge into learner-centered presentations emphasizing interactive, hands on practice.• Instructed 52 budget for baby workshops in house and 10 mobile classes to service members and families, get to work directly with expectant moms and dads, help them make positive financial preparations for their growing family for groups up to 25 participants. • Presented programs to Military families on resources available like, FFSC workshops, WIC, DCSE, Childcare, visiting nurses, Military special rates, USO, Housing, MWR etc.• Trained 14 New Instructors to teach NMCRS Brief and Budget for Baby Instructor workshops and conduct seminars with FFSC Norfolk for their “New Parenthood support” Workshops.• Awarded “Presidential Certificate of Merit” for exceptional work ethics and contribution to the Society.

Ca

• Managed customer portfolios, enhanced customer relationships and cross-sold financial products to acquire 100% of the customer’s business. Demonstrated ongoing commitment and tireless work ethic. • Achieved 145% of goal and top 5% of market. Consistently exceeded 100% of goal each quarter. Presented Bank’s products to large corporations to generate new business. Earned highest loan volume on home equity and other consumer loans each quarter.• *Recognized with the “MVP award”.

Ca

Cashed checks, accepted deposits, loan payments and processed withdrawals. Sold financial products and services to businesses and individual clients. Build rapport, listened, clarified and managed conversational flow. Managed upset customers, conflicts and challenging situations. Exceeded referral goals every quarter. Performed Merchant teller responsibilities with zero errors.