Trupti Thakare
@truptithakare
I am an experienced banking professional specializing in operations, accounts, and customer service.
What I'm looking for
I have nearly six years of banking and accounting experience across branch operations, back-office accounting and customer-facing roles, delivering precise transaction processing and strong client engagement. I have worked in U.S. branch operations and Indian retail banking environments.
I consistently drive accurate financial controls and audit readiness, achieving zero-error outcomes in audit processes while leading account onboarding, reconciliations, and monthly financial reporting. I have improved customer engagement by guiding clients on mobile banking and cross-selling products to build branch profitability.
I bring practical accounting skills, data analysis with Excel, staff supervision, and risk/issue management to every role. I hold relevant certifications in privacy management and practical accounts and I am motivated to contribute to process improvement, compliance, and revenue growth in a collaborative team.
Experience
Work history, roles, and key accomplishments
Universal Banker II
Truist
Jun 2023 - Present (2 years 2 months)
Facilitated precise execution of cash and fund transfers, revenue accounting, and branch operations while spearheading new account onboarding and achieving zero audit errors in final audits. Guided clients to adopt mobile banking and optimized account management to improve client satisfaction.
Asst. Manager
HDFC Bank
Apr 2011 - Nov 2014 (3 years 7 months)
Directed merchandising and promotions for the highest-sales business segment and reconciled balance sheet and income statement accounts, producing insightful monthly reports. Cultivated key business relationships and collaborated with management on issue remediation and audit processes.
Universal Banker
ICICI Bank
May 2009 - Mar 2011 (1 year 10 months)
Managed account openings, KYC verification, and service requests while supporting CASA growth and branch profitability. Delivered customer service, cross-sold products, handled non-cash transactions, and assisted customers with mobile banking tools.
Education
Degrees, certifications, and relevant coursework
Trupti hasn't added their education
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