Seniority
Staff
Department
Customer/Client Service
Location
Windsor
Industry
Banking
Company size
105K
Contact information
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s•••••••@td.com
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Background
About Siddharth Bhat
A versatile professional with 7+ years of experience in financial service industry who proficiently assesses customers personal and business needs, offers and implements recommendations, and provides exceptional customer care with versatility and patience. I am an achievement-oriented individual who adapts to the changing time and growing technology having professional and technical expertise. I have recently moved to Canada and is looking for a suitable position to grow in Canadian financial industry. WORK EXPERIENCE Assistant Manager - Job nature: Permanent August 2014 – Nov 2021 Federal Bank Ltd, India • In depth knowledge of Teller cash and payment processing by handling several transactions processed by the bank on daily basis like cash remittance, cash withdrawal, pay orders, transfer cheques, inward/outward clearing, vendor payments, foreign payments, and forex • Promoting digital banking platforms • Processing of loans and line of credit in compliance with banking policies and specifications. • Oversee the entire mortgage process including application, origination, underwriting and closing. • Organizing different canopy & marketing activities for promoting face value and meet early targets along with active participation in all campaigns & training programs • Advising and cross-selling bank’s financial products and solutions as per client’s requirements and future financial goals • Respond to and resolve clients’ queries/issues in timely, friendly and efficient manner in order to maintain good customer relationship along and following up • Comply with Anti money laundering (AML) & know your customers (KYC) policies and adhere to bank’s codes, conducts, policies and procedures • Perform any other duties or responsibilities as assigned by the management. • Supervised and mentored more than 10 new joiners • Reducing branch expenses and raised profit exponentially by following and learning strategies
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