Deepa Mistry

Experience

• 

  Chevy Chase Bank, Bethesda

  May 2004 - Jul 2005

  Customer Service Representative

  •Awarded as the best Customer Service Representative in Financial Service Referrals.•Consistently achieved assigned referral goals.•Worked with customers on a daily basis, meeting their banking needs, answering their financial questions or referring them to the line of business.•Accept and process customer deposits and loan payments.•Maintain and balance a cash drawer daily.•Secure the financial institution on a daily basis.•Respond to customer inquires regarding account information.•Consistently achieved 50-70 referrals per quarter Show less

• 

  Chevy Chase Bank

  Jul 2005 - Mar 2008

  •Customer Service by resolving issues and providing service with banking needs.•Making Positive efforts for bringing business.•Conduct Daily Huddles with Customer Service Representative and platform to efficiently meet branch goals.•Coach Customer Service Representatives on using taglines to identify customer needs.•Supervise daily settlement and operations.•Utilize Star Performance Practices during customer interactions.•Develop and utilize management skills to coach Customer Service Representative Staff in branch goals achievement.•Achieved branch goals and Colesville was number 7 in the Galaxy club for Q3 Fiscal Year 2008.•Followed bank policies and procedures to efficiently operate a level 5 branch Show less

  • Sr. Sales and Service Associate

    May 2006 - Mar 2008

  • Lead Customer Service Representative

    Jul 2005 - May 2006
• 

  Chevy Chase Bank, Bethesda MD

  Mar 2009 - Oct 2009

  Retail Management Associate

  •Completing Daily, Weekly and Monthly Assignments.•Management training•Receiving Performance Reviews from the colleague monthly.•Motivating Staff in performance and increasing branch sales.•Customer Service•Helping branch achieve their sales and operational goals.•Successfully perform professional sales & Operations techniques.•Perform Branch Re-opening Audit.

• 

  Capital One

  Oct 2009 - Jun 2012

  Assistant Branch Manager

  •Coaching•Branch Operations•Sales, Customer Service•Motivating Staff by performing Daily Huddles, Sales Meetings.•Perform Branch Manager Role in their absence.•Resolving Compliance and customer problems to retain quality accounts•Successful in learning the acquisition from Chevy Chase Bank.•Operationally Sound, compliance ready•Receive customer compliments, managing the Customer Experience Score.•Maintaining customer relations, identify key performance indicators.•Meeting the branch sales and customer service goals.•Coaching, Motivating Staff •Outbound calling and reaching out to existing customer checking satisfaction with new bank.•100% Mystery Shop in October 2010, mastering GAIN Model.•Reading and Clearing General Ledger by Acquire, Image soft.•Subject Matter Expert to the District Operation Coach Show less

• 

  Sandy Spring Bank

  Oct 2012 - Nov 2013

  Sr. Retail Sales and Service Personal Banker

  Retail Banking Sales position, helping resolving Client need for Day to day banking needs and assist branch meet goals.

• 

  SunTrust

  Jan 2014 - Apr 2014

  Licensed Personal Banker

  Provide an industry leading client service experience through assisting and supporting aspects of the development and expansion of new and existing client relationships by: Utilizing resources to conduct effective consultative client conversations Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines Referring to other line of business partners for additional business growth opportunities. Partners include, but are not limited to: Financial Advisor, Mortgage, Trust, Wealth, Business Banking, Treasury Services, and Merchant Services. Pursue on-going education of SunTrust products, services, and other lines of business. Primary focus is assisting with client sales opportunities with additional activities related to service needs, based on the overall needs of the branch. Licensed Personal Bankers (PB III or PB IV level) hold additional responsibility for sales of insurance.Licensed PBs may hold:· Insurance licenses (Life, Health) Maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration. Show less

• 

  Tower Federal Credit Union

  Apr 2014 - now

  Member Service Rep II

  • Teller Supervisor

    Nov 2022 - now

  • Assistant Branch Manager

    Jul 2021 - Nov 2022

  • Teller Supervisor

    Dec 2019 - Jul 2021

  • Member Service Representative II

    Nov 2018 - Dec 2019

  • Assistant Branch Manager

    Mar 2016 - Nov 2018

  • Member Services Associate

    Apr 2014 - Mar 2016