Anupama V
Vancouver,BC
Summary
Dynamic finance professional with a proven track record at RBC Royal Bank, excelling in customer service and financial analysis. Leveraged software proficiency and exceptional communication to exceed sales targets by 200% and enhance client satisfaction. Skilled in multitasking and adapting to tech-savvy environments, consistently achieving outstanding results.
Overview
7
7
years of professional experience
Work History
Banking Advisor
RBC Royal Bank
01.2024 - Current
- Increased customer satisfaction by providing personalized banking solutions and product recommendations.
- Streamlined account opening processes for improved efficiency and reduced wait times.
- Built strong relationships with clients, identifying their financial needs and offering tailored advice.
- Collaborated with colleagues to share best practices and enhance overall team's performance.
- Consistently exceeded sales targets, achieving 200% of the target on multiple occasions & ensured to deliver exceptional Client satisfaction.
Financial Assistant
D & S Bulldozing Ltd.,
02.2021 - 12.2023
- Managed Accounts Payable, Vendor Relations, and Payment Processing via Cheques and EFT.
- Oversaw Petty Cash, Credit Card Management, and GL Reconciliation.
- Assisted in Source Deduction, GST Payments, and Bank Reconciliation.
- Collaborated on Financial Reports and GL Reconciliation for CRA audits.
Financial Analyst
Kumar's Infotech Ltd.,
05.2018 - 12.2020
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Maintained organized accounts payable and receivable systems.
- Facilitated payroll processing and prepared financial statements.
- Conducted ad-hoc financial analysis for informed decision-making.
Accounts Manager
General Credit Services
06.2017 - 04.2018
- Provided exceptional customer service by resolving client inquiries efficiently.
- Utilized various software systems to record and manage client interactions.
- Developed and maintained client relationships, exceeding performance goals.
- Prepared reports to support account management and issue resolution.
Education
Masters in Administration -
Fairleigh Dickinson University
Vancouver, BC05.2017
Skills
- Customer Service and Client Interaction
- Financial Analysis and Data Interpretation
- Exceptional Communication and Listening Skills
- Accounts Payable and Receivable Management
- Software Proficiency: Great Plain Dynamics, Salesforce, Microsoft Word & Excel
- Adaptability to Tech-Savvy Environments
- Multitasking and Composure under Pressure
Timeline
Banking Advisor
RBC Royal Bank
01.2024 - Current
Financial Assistant
D & S Bulldozing Ltd.,
02.2021 - 12.2023
Financial Analyst
Kumar's Infotech Ltd.,
05.2018 - 12.2020
Accounts Manager
General Credit Services
06.2017 - 04.2018
Masters in Administration -
Fairleigh Dickinson University
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