Neha Dwivedi

Dynamic personal banker with a proven track record at PNC Bank, excelling in client relationship management and consultative selling. Enhanced customer satisfaction through strategic upselling and cross-selling, while ensuring compliance and risk management. Skilled in financial advisory services, driving significant improvements in sales performance and operational efficiency.

• Consistent Sales Performance: Exceeded quarterly sales targets by an average of 15% over the past year, focusing on cross-selling banking products such as loans, credit cards, and investment services.
• Client Relationship Management: Developed and maintained relationships with over +100 clients, achieving a 95% customer satisfaction rate through personalized financial advice and timely service.
• Digital Banking Adoption: Led a successful initiative to increase digital banking adoption among clients, resulting in a 25% increase in mobile banking users within six months.
• Financial Planning and Education: Organized and conducted financial literacy workshops for local communities, which saw a 30% increase in attendance and a notable improvement in clients' financial literacy.
• Portfolio Growth: Successfully expanded the client portfolio by 20% through targeted referral programs and effective networking, contributing to a 10% increase in branch revenue.
• Operational Efficiency: Streamlined account opening processes, reducing the average setup time by 20% while maintaining high data accuracy standards, resulting in improved customer satisfaction and retention.

• Public Notary
• Licensed Mortgage (NMLS)