Priyanka Singh
Medford
Summary
Detail-oriented banking professional with 7+ years of experience in customer support, call center operations, and retail banking. Proven ability to manage high-volume client requests via phone and email, resolve complex issues, and support relationship managers with administrative and operational tasks. Strong background in account servicing, wire processing, fraud support, and compliance with banking regulations. Adept at multitasking, data analysis, and delivering exceptional client service in fast-paced environments.
Overview
9
9
years of professional experience
Work History
Call Center Specialist
Northern Bank & Trust
Woburn, MA
08.2024 - Current
- Handled inbound customer inquiries, providing accurate information and support to enhance customer satisfaction.
- Processed account maintenance requests efficiently, ensuring compliance with bank policies and procedures.
- Leveraged CRM software to document customer interactions and enhance tracking of issues and resolutions.
- Provided end-to-end client support, including account inquiries, wire transfers, payments, and transaction processing
- Assisted with onboarding new clients and maintaining accurate account documentation
- Supported relationship managers by preparing documentation, gathering client information, and resolving issues
- Maintained detailed records of transactions, ensuring compliance with internal and regulatory standards
- Identified cross-selling opportunities and recommended appropriate banking products
- Handled escalated client concerns, delivering timely and effective resolutions
- Assisted clients with statements, transaction histories, and account-related requests
Preferred Banker
First Republic Bank as Part of JP Morgan
02.2022 - 07.2024
- Provided end-to-end client support, including account inquiries, wire transfers, payments, and transaction processing
- Assisted with onboarding new clients and maintaining accurate account documentation
- Supported relationship managers by preparing documentation, gathering client information, and resolving issues
- Maintained detailed records of transactions, ensuring compliance with internal and regulatory standards
- Identified cross-selling opportunities and recommended appropriate banking products
- Handled escalated client concerns, delivering timely and effective resolutions
- Assisted clients with statements, transaction histories, and account-related requests
Client Advisor/ Operations Specialist
Cambridge Trust
Boston
01.2017 - 01.2022
- Supported daily banking operations, including transaction processing, account maintenance, and client inquiries
- Assisted with audit preparation, documentation, and compliance-related reporting
- Maintained accurate records and prepared reports for management review
- Processed payments, tracked invoices, and supported operational workflows
- Built strong client relationships through proactive communication and follow-ups
- Assisted in training new employees on systems, procedures, and customer service best practices
Education
Associate of Science - Banking And Finance
Cambridge College
Cambridge, MASkills
- Client Support & Relationship Management
- Call Center Operations (High-Volume Calls)
- Account Servicing (Opening, Transfers, Payoffs)
- Wire Processing & Transaction Handling
- Reg E Claims & Fraud Investigation Support
- Data Entry, Reporting & Documentation
- Cross-Selling & Client Retention
- Compliance & Banking Regulations
- Problem Solving & Troubleshooting
- Microsoft Office (Excel, Word, Outlook)
- Multitasking & Deadline Management
Languages
Hindi, Nepali
Elementary
Timeline
Call Center Specialist
Northern Bank & Trust
08.2024 - Current
Preferred Banker
First Republic Bank as Part of JP Morgan
02.2022 - 07.2024
Client Advisor/ Operations Specialist
Cambridge Trust
01.2017 - 01.2022
Associate of Science - Banking And Finance
Cambridge College