Ankita Goyal
Whitby,ON
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
10
10
years of professional experience
Work History
Personal Banking Associate
TD Bank
Whitby, ON
05.2023 - Current
- Open new personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Resolved complex customer issues promptly, escalating matters when necessary to ensure timely resolutions and maintain client satisfaction.
- Interview applicants for personal and student loans
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
- Complete credit and loan documentation
- Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected
- Review and update credit and loan files
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Customer Experience Associate
TD Bank
Bowmanville, ON
01.2023 - 05.2023
- Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics
- Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters
- Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
- Connect personally with customers to advise them appropriately and clearly on banking solutions and processes
- Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.
Store Associate
DOLLARAMA
Whitby, ON
11.2022 - 02.2023
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products
- Balanced and organized cash register by handling cash, counting change, and store coupons
- Operating a cash register
- Providing quality customer service.
Senior HR Executive
PRABHATAM GROUP
08.2020 - 05.2022
- Maintained optimal staffing levels by tracking vacancies and initiating recruitment and interview processes to identify qualified candidates
- Interviewed potential hires, negotiated salaries and benefits and performed reference checks
- Drafting Offer Letters, Appointment Letters & Experience Letters
- Managing various projects related to Advertising, Media and Real Estate looking after cost management, timelines and defining the tasks for the team to help them gain efficiency.
Senior HR Executive
SARASWATI ELECTRICALS AND CONTRACTOR
04.2017 - 07.2020
- Develop fair HR policies and ensure employees understand and comply with them
- Implement effective sourcing, screening and interviewing techniques
- Monitor HR department's budget.
Senior Executive
ONICRA CREDIT INFORMATION PRIVATE LIMITED
08.2014 - 07.2016
- Getting Background Screening done for employees of different companies
- Making and generating the reports basis the inputs received from Operations
- Acting as a SPOC for clients aligned
- Training and development of new joiners
- Also responsible for handling client escalations & queries.
Education
Project Management, Post Graduate Diploma -
CANADORE COLLEGE
North Bay, ON04.2023
MBA -
AMITY UNIVERSITY
05.2014
BBA -
IP UNIVERSITY
05.2012
Skills
- Customer Service
- Customer relationship management
- Opening and closing procedures
- Transaction Processing
- MS Office
- Project Management
- Training and Development
- Coordination
- Account Management
- Payroll coordination
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Personal Banking Associate
TD Bank
05.2023 - Current
Customer Experience Associate
TD Bank
01.2023 - 05.2023
Store Associate
DOLLARAMA
11.2022 - 02.2023
Senior HR Executive
PRABHATAM GROUP
08.2020 - 05.2022
Senior HR Executive
SARASWATI ELECTRICALS AND CONTRACTOR
04.2017 - 07.2020
Senior Executive
ONICRA CREDIT INFORMATION PRIVATE LIMITED
08.2014 - 07.2016
Project Management, Post Graduate Diploma -
CANADORE COLLEGE
MBA -
AMITY UNIVERSITY
BBA -
IP UNIVERSITY