Drashti Patel

Experience

• 

  Marriott Hotels

  Jan 2012 - Jan 2014

  Associate
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  Barclays UK

  Jan 2015 - Aug 2017

  Essential Banker

  Having quality conversations with customers, build good relationship and manage theirexpectations• Ensure to carry full knowledge of products and services.• Assists in resolving customer problems and taking ownership in all operational areas.• Having quality conversations with customers, build good relationship and manage theirexpectations• To identify the customer expectation and understand their latent needs• Providing excellent customer services and manage customer expectations• To manage the operation, security, servicing, and balancing of all remote bank ATMs.• Dealing with day to day customer complaints and queries• Answering calls from customers and local businesses also to ring customers if anyqueries and drafting letters and faxing documents to specific departments• Participates in monthly branch manager meetings.• operating counters, finance management including foreign currency• Carrying out other administrative errands including photocopying, faxing and orderingstationery• Processing large Chaps/Bac and international i.e. Bip payments Show less

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  NHS

  Oct 2017 - May 2018

  Compliance Specialist

  Providing day to day administration of the overpayments process while supporting ourclients, Payroll Team and Overpayments Team.Processing purchase orders and invoices.Chasing invoices and sending to relevant vendors for approvals• Responsible for maintaining the overpayments database, negotiating recovery ofoverpayments within agreed limits and generating accurate monthly management.• Processing orders for medical consumables, theatre consumables and stationery onbehalf of hospital.• Review and submit expenses claimed by bank teams adhering to policy guidelines aheadof sign off• To assist with the reconciliation of reports to Client General Ledger and ensuringconfidentiality of staff and records at all times• General Admin work like faxing, scanning, photocopying and managing emails.• Managing database and creating spreadsheets in excel• Fully trained on internal system which is Vantage, ICS and choose & book Show less

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  Barclays UK

  May 2018 - now

  Specialist Care Colleague-Deepening Relationships

  • Deepening customer relationships by identifying and managing solutions as per customer needs and adding value by managing customer/clients expectations.• Working on customer due diligence/KYC for new to bank clients as well as for existing client base. • Delegate access by supporting customers setting up court orders and Power of attorneys• Maintaining regular contact and build rapport with customer/client by serving more specialist/complex needs of our customers.• Accountable for own performances, to best contribute to team deliverables, Proactively identify learning opportunities to ensure continuous improvement. • Ensure that the quality of tasks performed are maintained to high and consistent standards, to ensure that solutions are offered to customers are accurate and delivered in timely manner.• Proactively built and nurtured strong relationships, ensuring high levels of customer satisfaction and retention• Account opening process with liaising internal departments to get necessary approvals • Taking Inbound/telephony calls and helping virtual customer over the phone with different kinds of queries and exceeding customer expectations and dealing with complaints at FPOC. Promoting Digital to make clients life easier.• Ability to use own judgement and experience to resolve issues for clients/customers, have the ability to assess options and validity of these, following Barclays policies • Ensure that all activities and duties are carried out in full compliance with regulatory requirements whilst adhering to relevant policies and standards- outlined in code of conduct and mandatory training • Putting performance standards in best practices and adding value for each customer interaction • Deepen awareness of potential fraud and scams by running events with local community. • Ensure to carry full knowledge of products and services. Show less