Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Anushka Rai

Kitchener,ON

Summary

Steadfast Assistant Branch Manager familiar with managing multimillion-dollar business operations. Successfully optimizes frameworks and cultivates cohesive teams to meet and exceed financial goals. Excellent reporting, record-keeping, and relationship-building abilities.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Member Relationship Manager/Assistant Branch Manager

YNCU
04.2023 - Current
  • Built new and lasting relationships with Your Neighborhood Credit Union (YNCU) members.
  • Helped members with their everyday banking, credit, and investment needs.
  • Provided exceptional and caring service
  • Executed activities to ensure the accomplishment of day-to-day and longer-term objectives and effective administration of branch operational and audit functions
  • Assisted with supervisory responsibilities such as scheduling, workflow oversight, coaching, and training of team members.

Financial Service Representative

CIBC
05.2022 - 04.2023
  • Scheduling meetings with clients to discuss their financial needs and goals
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
  • Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in cash management, insurance coverage, and investment planning
  • Cash Management: helping clients with day-to-day finances, assessing their needs and requirements, and advising them on the right decision
  • According to their desired usage, recommend a suitable product to manage the cash flow
  • Lending: Understanding the borrowing needs of the client
  • Assessing their Credit and making credit applications based on income and debt obligations
  • Investments Making goal-based investment plans for clients and dealing with mutual funds, GICs, implementing the investment plan, monitoring the portfolio performance, and addressing any issues, utilizing knowledge of capital markets to explain the market

Customer Service Representative

CIBC
03.2021 - 04.2022
  • Arranged administrative tasks for tellers by assisting the MCA (Manager Client Advice)
  • Undertook the responsibilities of our current Head Teller for one quarter due to their absence
  • Carried out the processing for customer cash deposits and withdrawals, cheques, transfers, bills, and credit card payments, money orders, certified cheques, and other related banking transactions
  • Assisted with referrals and sales targets for the branch
  • Solved inquiries and resolve problems or discrepancies concerning customer's accounts
  • Obtained experience in customer satisfaction with NPS score
  • Recommended customers of available banking products and services to address their needs.

General Manager

Infamous Eatery
11.2020 - 01.2022
  • Recruiting, hiring, and training all restaurant staff, including servers and hosts
  • Scheduling employees to ensure shifts have proper coverage
  • Streamlining the restaurant processes to improve the guest experience
  • Monitoring restaurant finances, including sales and expenses
  • Enforcing food handling regulations and other guidelines to increase guest safety
  • Promoting the restaurant and finding ways to bring in more customers
  • Handling customer complaints
  • Completing necessary paperwork, such as sales, inventory and staff attendance reports

Customer Programs Assistant

Kenna
05.2020 - 12.2020
  • Collaborated with the Account Executives and other customer programs team members to complete program fulfillment
  • Contributed effectively in cross-functional groups to support the execution of loyalty program payments, creating strong relationships built on mutual trust
  • Demonstrated attentiveness to detail when testing looking for inconsistencies and opportunities to better enhance productivity
  • Conducted quality assurance review of online calculations and printed cheques and summaries to ensure professionalism, accuracy, and minimum over-payments
  • Organized data entry and filing of BASF customer privacy consent forms
  • Maintained follow-ups relating to program calculations and customer privacy consent forms
  • Prepared and assembled builds present year and the following year.

Manager, Customer Service

Taco Bell and Wendy's Food Company
06.2018 - 11.2020
  • Assign tasks to staff
  • Supervise staff throughout the shift
  • Monitor inventory levels
  • Order more inventory as needed
  • Ensure that enough staff members are present for the shift
  • Balance the cash register at the end of the shift
  • Manage bookings
  • Resolve conflict between staff members
  • Receive feedback from customers and resolve any complaints.

Education

B.A. - Economics

University of Guelph
04.2022

Skills

  • High order of Communication
  • Skills
  • Oriented towards Teamwork
  • Represent Inter-personal skills
  • Handling Conflict
  • Nature of being Detail Oriented
  • Efficient in Time Management
  • Ability to maintain
  • Organization

Certification

Canadian Investment Funds Course Canadian Securities Institution CSI Standard First Aid CPR/AED Level C Smart Serve License

Timeline

Member Relationship Manager/Assistant Branch Manager

YNCU
04.2023 - Current

Financial Service Representative

CIBC
05.2022 - 04.2023

Customer Service Representative

CIBC
03.2021 - 04.2022

General Manager

Infamous Eatery
11.2020 - 01.2022

Customer Programs Assistant

Kenna
05.2020 - 12.2020

Manager, Customer Service

Taco Bell and Wendy's Food Company
06.2018 - 11.2020

B.A. - Economics

University of Guelph

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Anushka Rai