KALGI PATEL
Brampton
Summary
As a coachable and ambitious professional, I aim to establish a lasting tenure within Scotiabank, advancing through the ranks with steadfast dedication, unwavering integrity, and a fervent commitment to excellence. With a track record of delivering exceptional customer service and serving as a reliable subject matter expert, I prioritize risk mitigation and uphold fundamental operational standards. I am eager to leverage my expertise and passion in a role that not only complements my skills but also allows me to contribute meaningfully to a team of driven individuals dedicated to safeguarding our customers and the bank's interests
Overview
8
8
years of professional experience
Work History
CUSTOMER SOLUTION ADVISOR
SCOTIABANK
04.2019 - Current
- Provided exceptional service to customers, ensuring their needs were met with professionalism and accuracy
- Contributed to the success of the Sales Department at the Toronto Customer Contact Centre by executing individual goals and initiatives in alignment with team objectives
- Demonstrated expertise in Scotiabank's retail products and services, including Protection, Borrowing, Investments, and Day-to-Day Banking
- Ensured compliance with governing regulations, internal policies, and procedures while handling customer inquiries and transactions
- Acted as a subject matter expert and provided guidance to peers on compliance trends and best practices
- Utilized Map to Mastery, CEM, and JD Power behaviors to deliver memorable customer experiences
- Completed training in Inbound, Outbound, Retention, and Mortgage services
- Assisted customers with account openings, credit limit adjustments, optional credit insurance, and appointment scheduling
- Championed a positive team environment by actively participating in huddles and encouraging feedback.
STORE MANAGER
BOOSTER JUICE
04.2016 - 03.2019
- Expanded customer base by 70% within the first six month of the year by employing exceptional customer orientation and sales push techniques
- Offered excellent customer service and ensured that the customers are served properly
- Efficiently ordered and planned products when dealing with distributors/suppliers
- Built and maintained enduring customer relationships to boost sales and generate repeat business
- Trained associates on 'aggressive hospitality' and 'suggestive selling techniques'
- Reviewed operational reports to project and maximize store profitability
- Balanced receipts with daily register tapes and reported weekly and monthly sales total to management using an Excel Spreadsheet.
Education
ADVANCED DIPLOMA - BUSINESS ACCOUNTING AND FINANCE
HUMBER INSTITUTE OF TECHNOLOGY
Toronto, ON04.2014
BACHELOR OF COMMERCE -
GUJARAT UNIVERSITY, INDIA
03.2012
Skills
- Proficient in Microsoft Office programs such as Word, Outlook, and Excel
- Vast knowledge on CBCC Platforms (is EDGE, AS400, INTRALINK, SALES BUILDER, TLS, MSB etc)
References
Reference available upon request.
Timeline
CUSTOMER SOLUTION ADVISOR
SCOTIABANK
04.2019 - Current
STORE MANAGER
BOOSTER JUICE
04.2016 - 03.2019
ADVANCED DIPLOMA - BUSINESS ACCOUNTING AND FINANCE
HUMBER INSTITUTE OF TECHNOLOGY
BACHELOR OF COMMERCE -
GUJARAT UNIVERSITY, INDIA
Similar Profiles
Raquel JohnRaquel John
Senior Customer Care Advisor-Social Media at ScotiabankSenior Customer Care Advisor-Social Media at Scotiabank
Kevin LevyKevin Levy
Director, Commercial Card Solutions, Global Transaction Banking, North America at ScotiabankDirector, Commercial Card Solutions, Global Transaction Banking, North America at Scotiabank
Radhika NarayananRadhika Narayanan
Officer III, Commodities Wind-down Operations at ScotiabankOfficer III, Commodities Wind-down Operations at Scotiabank
Madhav MakkerMadhav Makker
Senior Customer Experience Associate at ScotiabankSenior Customer Experience Associate at Scotiabank
Jasmin MokhaJasmin Mokha
Store Sales Associate at ArdeneStore Sales Associate at Ardene