Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Anusha Sai Naramsetty

Ballarat,VIC

Summary

Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.

Overview

7
7
years of professional experience

Work History

Personal Banker

ANZ Bank
02.2022 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Supported managers in implementing operational improvements that increased efficiency across the branch network.
  • Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.

Lending Officer

Cash Train
10.2020 - 01.2022
  • Achieved consistent growth in loan originations through proactive outreach and relationship building with prospective clients.
  • Developed strong relationships with borrowers, providing exceptional customer service and fostering trust throughout the lending process.
  • Assisted in training new Lending Officers, sharing best practices and helping to improve overall team performance.
  • Implemented innovative marketing strategies to attract new clients and grow existing customer base.
  • Streamlined the loan application process for smoother customer experiences and quicker turnaround times.
  • Negotiated favorable loan terms for borrowers by leveraging strong understanding of individual needs and market conditions.
  • Conducted thorough financial analyses to identify potential risks and opportunities within clients'' portfolios, optimizing their lending experience.
  • Enhanced communication between departments through effective collaboration, resulting in streamlined processes and improved operational efficiency.
  • Spearheaded initiatives to streamline internal processes, leading to increased productivity among team members.
  • Reviewed loan documentation for accuracy and completeness, reducing processing errors and expediting approvals.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Processed loan applications and monitored progress from start to finish.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Monitored pipelines to track and log status of loans.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.

Customer Service Representative

Amazon
03.2017 - 01.2018
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Answered constant flow of customer calls with minimal wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Education

Masters - Enterprise Systems And Business Analytics

Federation University Australia
Ballarat, VIC
03.2021

Bachelors - Electrical, Electronics And Communications Engineering

Guru Nanak Engineering Institute
India
05.2018

Skills

  • Relationship Building
  • Branch operations
  • Customer Service
  • Customer Satisfaction
  • Client Relationship Management
  • Fraud prevention
  • Banking Policies and Procedures
  • Financial Advising
  • Financial product knowledge
  • Regulatory Compliance
  • Loan Processing
  • Financial Services
  • Financial Planning
  • Sales strategy
  • MS Excel
  • Records Maintenance

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of 5 staff members.

Timeline

Personal Banker

ANZ Bank
02.2022 - Current

Lending Officer

Cash Train
10.2020 - 01.2022

Customer Service Representative

Amazon
03.2017 - 01.2018

Masters - Enterprise Systems And Business Analytics

Federation University Australia

Bachelors - Electrical, Electronics And Communications Engineering

Guru Nanak Engineering Institute

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Anusha Sai Naramsetty