Lipi Soni

Experience

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  Kotak Mahindra Bank

  Jun 2011 - Nov 2014

  Customer Service Officer

  • Reach out to prospective retail banking customers and establish business relationships.• Evaluating customers' financial needs, provide banking solutions and refer them to the appropriate bank products as needed.• Ensure customer satisfaction and resolve issues with banking products or services.• Clearly explain product and service benefits, requirements and restrictions, changes and other related product information to clients and bank employees.• Accepted large commercial deposits and landed funds. Show less

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  Webbusinesslook

  Dec 2014 - Aug 2015

  Project Business Analyst

  • Evaluates project requirements by identifying project milestones, phases and elements, developing and implementing solutions and recommend changes.• Construct workflow charts and diagrams. Perform market research and data mining.• Validate resource requirements and develop cost estimate models.• Prepare technical reports by collecting, analyzing, and summarizing information and trends.• Partner with the business stakeholders to perform daily, weekly and monthly reviews and analysis of current processes using operational metrics and reports.• Provide documentation for audit purpose and to aid in transferring knowledge to other areas.• Prepare technical reports by collecting, analyzing, and summarizing information and trends.• Support all departments in the development, implementation and creation of the customer experience. Show less

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  Wells Fargo

  Sept 2015 - May 2020

  Bank Teller

  • Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, selling cashier's checks, traveler's checks and series e-bonds, Preparing currency transaction reports.• Cross-selled bank products by answering inquiries, informs customers of new services and product promotions, ascertaining customers' needs and directing customers to a branch representative.• Completed special requests by closing accounts, taking orders for checks, exchanging foreign currencies, completing safe-deposit box procedures.• Worked on the platform of demand deposit/savings/money market accounts, transfers, sweeps, ACH and account opening platforms. Show less

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  Renasant Bank

  Jun 2020 - Dec 2020

  Bank Teller / Personal Banker

  • Recommending and explaining banking services and products to clients based on their needs.• Presenting and selling banking products and services to existing and prospective clients.• Resolving client queries and complaints.• Managing client bank accounts, including opening and closing accounts, and overseeing transactions.

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  BBVA

  Feb 2021 - now

  Personal Banker
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  Tata Consultancy Services

  Jul 2021 - now

  • Software Engineer

    Jul 2021 - now

  • Software Engineer

    Jul 2021 - now

  • Software Engineer

    Jul 2021 - now

  • Software Engineer

    Jul 2021 - now