Balwinder Bedi
About Balwinder Bedi
Balwinder Bedi serves as the Vice President and Senior Client Manager at City National Bank, bringing over 25 years of experience in the retail banking industry. His career includes significant roles at various financial institutions, where he focused on sales, customer service, and staff development.
Work at City National Bank
Balwinder Bedi currently serves as Vice President and Senior Client Manager at City National Bank. He has held this position since 2021, contributing to the bank's operations in San Jose, California. In this role, he focuses on managing client relationships and enhancing customer satisfaction, leveraging his extensive experience in the retail banking sector.
Previous Experience in Banking
Balwinder Bedi has over 25 years of experience in the retail banking industry. Prior to his current role, he worked at various financial institutions, including Citi, where he served as Branch Manager and Vice President from 2016 to 2021. He also held positions at U.S. Bank, Wells Fargo, Union Bank, and Downey Savings, where he developed skills in sales, customer service, and risk mitigation.
Education and Expertise
Balwinder Bedi studied Business Administration and Management at De Anza College from 1994 to 1996, where he also achieved his GED. His educational background includes a high school diploma from Mountain View High School, where he studied Biology. This academic foundation supports his expertise in operational management and staff training within the banking sector.
Career Development in Retail Banking
Bedi's career in retail banking began in the mid-1990s with Wells Fargo, where he held various roles including Customer Service Representative and Personal Banker. He progressed to positions with increasing responsibility, such as Service Manager and Branch Service Manager at Union Bank. His career reflects a commitment to customer-centric service and regulatory compliance.
Coaching and Team Development
Balwinder Bedi has a proven track record in coaching customer-centric teams. His experience includes implementing regulatory standards and developing staff training programs. This focus on team development has contributed to his success in enhancing customer service and operational efficiency in the banking industry.