Sanjay Patel

Sanjay Patel

Personal Banker @ NatWest

About

Customer Service representative with over 10+ years of experience of working in a fast-paced environments demanding strong organizational, technical and interpersonal skills. Adaptable questioning techniques to assess customer needs and prepare report on the outcome, proactively approach customers and build conversation to deal with enquiries and discuss potential solutions to meet their needs. Back office administrative work putting together office data. Also am well planned, organized and able to work on my own initiative, with the ability to coach and encourage team members. Seeking a challenging and varied position that will enable me to capitalize on my award winning customer and leadership skills with opportunities for personal and professional growth. • Excellent planning and organizational skills with strong attention to details • Have AML sector experience • Writing and reviewing suspicious activity reports (SAR’s AML) and escalating to appropriate team. Identifying red flags, suspicious activity, investigate patterns. • Ability to listen identify and resolve customer issues. • Proactive, customer-centric and driven – going the extra mile • Excellent communication skills with ability to work to deadlines with high degree of accuracy • A team player, adaptable to a fast-paced and changing environment • Develop new skills and responsibilities

Country

United Kingdom

City

London

Industry

Banking

Skill

Assessing Priorities/Time Management, Establish & Maintain Long-term Client Relationships, Asset Management, Motivated self-starter, Operations Management, Customer Oriented, Microsoft Office, Microsoft Excel, Microsoft Word, Team-oriented, Office Administration, AML, Compliance, Complaint Management

Experience

NatWest

Personal Banker

NatWest

LinkedIn
2015-6 - Present · 11 yrs 4 mos

London Area, United Kingdom

• Managing and assisting in the execution of corporate finance transactions • Listening to, understanding and anticipating customers financial needs • Presenting options and solutions across a range of products and services • Assist in identifying, assessing, monitoring and managing money laundering risk • Developing meaningful relationships with customers, and working with colleagues to look after their day-to-day and long-term needs • Working closely with senior bankers on the team and across other groups • Acting as a mentor and role model to junior and new employees; promoting team culture.

Coutts

Business Associate

Coutts

LinkedIn
2010-11 - 2013-11 · 3 yrs 1 mo

Overseeing day to day running of the branch meeting client needs,attending managers meetings, conferencing calls, record clients feedback,undertake training of new staff.Providing full counter service that includes buying and selling currencies, accounting profit and loss and also reconciliation of the general ledger accounts.

Coutts

Business Associate

Coutts

LinkedIn
2006 - 2013 · 7 yrs
NatWest

Customer service Officer

NatWest

LinkedIn
2006-5 - 2010-11 · 4 yrs 7 mos

Running of foreign exchange currency service, which includes looking after overseas clients with foreign currency accounts.Ensuring the service expectation of the clients are met and exceeded by having a review of their finances and assess their future requirements to identify new sales opportunities.

Sanjay Patel's Contact Information

Email

******@***.com

Phone

(**) *** ****

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