Summary
Overview
Work History
Education
Skills
Certification
Timeline
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ANJALI RAMANI

Toronto,ON

Summary

Detail-oriented financial services professional with over 2 years of experience in client communication, operational support, and regulatory compliance. Skilled in managing high-volume requests for information (RFIs), maintaining accurate customer records, and ensuring adherence to AML/KYC regulations. Proven ability to deliver exceptional service while meeting strict SLAs in fast-paced environments. Proficient in MS Office, Salesforce, and internal banking systems, with strong problem-solving and cross-functional collaboration skills to enhance operational efficiency and customer satisfaction.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Banking Advisor Trainee

Scotiaplaza, Scotiabank
04.2024 - 06.2024
  • Triaged client onboarding and KYC documentation using internal CRM and banking platforms, ensuring adherence to AML and compliance standards.
  • Delivered structured financial reviews via inbound and outbound channels to identify client needs and recommend compliant banking and investment solutions.
  • Maintained and updated financial records, ensuring audit-readiness and data integrity through accurate logging in MS Excel and system databases.
  • Collaborated with compliance and operations teams to resolve documentation discrepancies and meet regulatory timelines.
  • Improved process turnaround by aligning client servicing with internal SLAs, resulting in timely resolution of service requests and onboarding cases.

Customer Experience Associate

Scotiabank
07.2023 - 04.2024
  • Processed 80+ customer transactions daily with speed and accuracy, maintaining a 9/10 Customer Pulse Score while meeting branch SLAs.
  • Supported onboarding and KYC processes by collecting documentation and updating client records in internal CRM and Excel logs.
  • Resolved client inquiries and service issues through professional and empathetic communication, improving first-contact resolution rates.
  • Followed escalation protocols for suspected fraud and account discrepancies, coordinating with fraud teams to resolve issues and improve client remediation procedures.
  • Coordinated with internal teams to clarify service requests and streamline branch-level escalations, contributing to operational consistency

Customer Service/Order Processing Representative

Pizza Nova
07.2022 - 04.2023
  • Managed 200+ inbound customer orders daily across 160 Ontario stores, using internal POS systems to ensure 95%+ order accuracy and SLA compliance.
  • Maintained a QA score above 90% throughout the year by following structured call handling and data entry procedures.
  • Demonstrated persuasive communication and problem-solving skills to upsell products and address service concerns promptly.
  • Ensured accurate and efficient order input by adhering to internal process protocols and system workflows.
  • Delivered consistent high-volume customer service while contributing to process efficiency and operational accuracy.

Education

Post-Degree Certificate - Human Resource Management

York University
Toronto, ON
09.2023

Post Graduate Certificate - Financial Planning

Seneca College of Applied Arts And Technology
Toronto, ON
12.2022

BBA - Business Administration (Honours)

Ahmedabad University
Ahmedabad, India
11.2020

Skills

    Finance and Operational Skills

    Soft Skills

  • Financial Operations, Monitoring & Transaction Processing
  • Client-Centric Communication & Relationship Building
  • Account Management & Discrepancy Resolution
  • Problem Solving & Analytical Thinking
  • RFI Triaging & KYC/AML Compliance Awareness
  • Adaptability in Fast-Paced Environments
  • Operational Efficiency & Process Improvement
  • Teamwork & Cross-Functional Collaboration
  • MS Office Proficiency (Excel, Word, PowerPoint, Outlook)
  • Attention to Detail & Quality Assurance

Certification

Canadian Securities Course (CSC)

Timeline

Banking Advisor Trainee

Scotiaplaza, Scotiabank
04.2024 - 06.2024

Customer Experience Associate

Scotiabank
07.2023 - 04.2024

Customer Service/Order Processing Representative

Pizza Nova
07.2022 - 04.2023

Post-Degree Certificate - Human Resource Management

York University

Post Graduate Certificate - Financial Planning

Seneca College of Applied Arts And Technology

BBA - Business Administration (Honours)

Ahmedabad University

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