Summary
Overview
Work History
Education
Skills
Websites
Certification
Interests
Professional Memberships
Timeline
Generic

Sreekutty Sudheer

Chartered Banker
Glasgow

Summary

Chartered Banker and International Banking and Finance master's graduate with over six years of progressive experience in retail banking. Experienced in roles at Barclays UK, Capquest Group Ltd, and Canara Bank. Skilled in customer engagement, compliance, and digital transformation. Proven ability to swiftly resolve complex banking challenges, increase digital adoption rates, and exceed customer satisfaction targets. Dedicated to applying analytical expertise and a collaborative approach to contribute strategically to high-performing retail banking teams.

Overview

8
8
years of professional experience
5
5
years of post-secondary education
1
1
Certification
4
4
Languages

Work History

Customer Service Advisor - Premier Banking

Barclays
11.2024 - Current
  • Delivered personalised financial support to Barclays premier customers, assessing individual needs and facilitating expert guidance to enhance customer satisfaction.
  • Identified and sensitively addressed customer vulnerabilities, adapting communication methods to ensure empathetic and tailored interactions.
  • Resolved diverse banking requests swiftly, including transaction management, fraud prevention advice, and effective complaint resolution at the first point of contact.
  • Championed digital banking initiatives by proactively guiding customers to utilise online platforms, while continuously identifying opportunities for technology enhancement.
  • Collaborated cross-functionally with sales, operations, compliance, and risk management teams, ensuring regulatory compliance, efficient processes, and accurate transaction execution.

Financial Assist Associate

Capquest Group Ltd
05.2024 - 09.2024
  • Engaged with customers facing financial difficulties, including vulnerable individuals and those with disabilities, to assess their financial situations and affordability, and developed personalised repayment plans for credit card arrears, ensuring feasible and sustainable solutions.
  • Delivered empathetic and sensitive support to customers in various physical and emotional states, addressing their unique needs effectively and signposting them to Debt Management Companies (DMCs) and other relevant support services when necessary.
  • Provided transparent and tailored solutions to reduce overall customer debt, ensuring a personalised and customer-focused service.
  • Ensured compliance with Consumer Duty regulations, driving fair outcomes for customers and maintaining adherence to all relevant outcomes and activities.

Single Window Operator

Canara Bank
08.2017 - 12.2022
  • Efficiently processed an average of 250 customer transactions daily, including withdrawals, transfers, and deposits, while maintaining high standards of customer service, contributing significantly to customer satisfaction and branch efficiency.
  • Produced accurate daily transaction and loan reports using Oracle FLEXCUBE, enhancing operational accuracy and efficiency, and supported financial decision-making through collaboration with officers and managers in analyzing financial data.
  • Managed savings bank and loan sections with strong leadership and organizational skills, handling complex tasks and customer interactions effectively.
  • Actively promoted digital banking initiatives among underprivileged customers, demonstrating a commitment to financial inclusion and digital literacy, aligning with the bank's strategic objectives.

Education

MSc - International Banking and Finance

University of Dundee
Scotland
01.2023 - 01.2024

B.Tech - Electronics and Communication Engineering

Mahatma Gandhi University
India
08.2009 - 05.2013

Skills

  • Analytical and Problem-Solving Skills

  • Customer Service Excellence

  • Risk and Compliance Management

  • Communication and Team Collaboration

  • Digital Banking Proficiency

  • IT Skills: Oracle FLEXCUBE Universal Banking, SPSS Statistics, Latitude by Genesis, Aperio, TS2 (TSYS), Nautilus, Microsoft Office

Certification

Junior Associate of the Indian Institute of the Bankers (JAIIB), Indian Institute of Banking and Finance

Interests

I have travelled extensively throughout India and South-East Asia, and have gained valuable experience navigating new languages, cultures, and environments

Professional Memberships

  • Chartered Banker Institute, 15237006
  • Indian Institute of Banking and Finance, 510401995

Timeline

Customer Service Advisor - Premier Banking

Barclays
11.2024 - Current

Financial Assist Associate

Capquest Group Ltd
05.2024 - 09.2024

MSc - International Banking and Finance

University of Dundee
01.2023 - 01.2024

Junior Associate of the Indian Institute of the Bankers (JAIIB), Indian Institute of Banking and Finance

02-2021

Single Window Operator

Canara Bank
08.2017 - 12.2022

B.Tech - Electronics and Communication Engineering

Mahatma Gandhi University
08.2009 - 05.2013

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Sreekutty SudheerChartered Banker