Summary
Overview
Work History
Education
Certification
Timeline
Generic

Anushka Rai

Assistant Branch Manager
Waterloo,ON

Summary

Relationship Manager at YNCU with a degree from the University of Guelph. Expert in financial advice, team collaboration, and tailored communication. Known for proactive leadership and driving financial growth.

Overview

6
6
years of professional experience
2
2
Certifications

Work History

Member Relationship Manager/Assistant Branch Manager

YNCU
04.2023 - Current

- Built and maintained member relationships
- Assisted with banking, credit, and investment needs
- Executed day-to-day branch operations
- Oversaw workflow, scheduling, coaching, and training

Financial Service Representative

CIBC
05.2022 - 04.2023

- Scheduled and conducted client meetings
- Analyzed financial information and recommended strategies
- Advised on cash management, insurance, and investments
- Assessed credit needs and processed applications
- Created and monitored goal-based investment plans

Customer Service Representative

CIBC
03.2021 - 04.2022

- Processed customer transactions (deposits, withdrawals, payments)
- Assisted with referrals and sales targets
- Resolved account inquiries and discrepancies
- Recommended banking products and services

General Manager

Infamous Eatery
11.2020 - 01.2022

- Recruited, hired, and trained staff

- Scheduled employees and monitored finances

- Streamlined processes and promoted the restaurant

- Enforced regulations and handled customer complaints

Customer Programs Assistant (Co-op)

Kenna
05.2020 - 12.2020

- Supported program fulfillment and loyalty payments
- Conducted quality assurance and data entry
- Maintained program calculations and privacy consent forms
- Prepared and assembled reports

Manager, Customer Service

Taco Bell and Wendy's Food Company
06.2018 - 11.2020

- Assigned tasks and supervised staff

- Monitored inventory and balanced cash registers

- Resolved staff conflicts and customer complaints

Education

Bachelor of Arts - Economics

University of Guelph
Guelph, ON
06.2022

Certification

Standard First Aid CPR

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 (Co-op)

Kenna
05.2020 - 12.2020

Manager, Customer Service

Taco Bell and Wendy's Food Company
06.2018 - 11.2020

Bachelor of Arts - Economics

University of Guelph
Anushka RaiAssistant Branch Manager