Personable, friendly, and solution-oriented individual with over 3 years of experience in service and support. Customer-focused team player offering expertise in conflict mediation, time management and sales. Dedicated to customer loyalty and operations management
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Pay2day
07.2023 - Current
Dedicated Financial Services Representative in the dynamic realm of financial services, adept at fostering client relationships and ensuring seamless transactions
Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
•Proficient in addressing inquiries, resolving issues, and providing expert guidance financial products
Committed to delivering exceptional service, maintaining regulatory compliance, and contributing to the overall success of the financial institution.
Skilled in navigating complex financial systems and delivering clear solutions to clients.
Credit Counsellor, Collections
CIBC
Toronto, ON
09.2022 - 04.2023
Contacted clients with delinquent accounts to determine the reason for delinquency, analysed their payment history and made thorough notes. Checked clients Credit Report for repayment options.
Sent out demand letters, finalised accounts, applied for payment deferrals whenever necessary according to banking requirements.
Offered several repayment options to avoid assignment to 3rd party.
Provided utmost sales expertise with selling Credit cards, loans and mortgages and housing insurance.
Counselled clients and setup payment arrangements to end their credit liability efficiently.
Educated clients about the adverse effects of missed or late payments on their credit bureau account.
System Proficiencies: COINS, TS2, Plexus, ECIF, BranchNET, ROPS, Sharepoint, Compass, Delinquency Recovery System (DRS), 3270, Teams, One Note, MS Office, Outlook, Workspace Desktop Edition (WDE), Cisco, Microsoft Forms, ROPS Forms, Global Payments, Workday, Google Chrome, Internet Explorer, and Citrix
Contact Center Agent Credential Trainer
UHN
Toronto, ON
05.2022 - 08.2022
Hands-on experience with Service Now CRM Software
Attended and created 1000+ inbound calls and tickets.
Documented customer correspondence in CRM to track requests, problems and solutions.
Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Offered resolutions to de-escalate calls and solve customer issues.
Trained customers with basic Service Now queries to promote overall team productivity and consistent service.
Internally audited tickets to ensure consistency in Contact Centre Work Flow
Customer Service Representative (Intern)
Single Point International Inc
Toronto, ON
04.2022 - 05.2022
Partnered with Enercare Canada as CSR Support
Hands-on experience with Clarify, DOK, and Humanity CRM Software
Demonstrated excellent communication skills in resolving product and consumer complaints.
Hands-on experience with Taliesin CSR, DEBE/Doculink Billing Portals
Assisted in creating tickets, billing customers and multitasking between CSR Platforms
Administrative Assistant
Uhn(Staffy), Toronto General Hospital
Toronto, ON
08.2021 - 04.2022
Managed Front Desk Administrative Operations.
Answered phone calls and emails to provide information, resulting in effective business correspondence.
Organized both physical and digital files and updated reports to coordinate project materials.
Scheduled appointments, meetings and events for management staff.
Updating and Uploading Patients and Employers records
Work-on Experience with SIMON and Parklane Software
Assisted with Occupational Health Covid-19 Call Centre
Business Strategy Intern
Costa Rica Global Learning Programs
Toronto, ON
05.2021 - 08.2021
Learn about the business practices of Costa Rica
Learn about how environmental sustainability is infused in business culture of Costa Rica
Created Business Strategy and Social Media Plan for the company, which was infused in their business structure
Understand how to analyze diagnostic tools and use these diagnostics to make improvements within the organisation
Worked in an intercultural team which improved cross cultural connections and exposure
Education
Post Graduate Diploma - Global Business Management
Humber Institute of Technology And Advanced Learning
Toronto, ON
08.2021
Bachelors of Business Administration - Finance and Marketing
Andhra University
Visakhapatnam, Andhra Pradesh
03.2019
Skills
Strategic Planning
Credit analysis
Problem Solving
Organizational Skills
Communication Skills
Conflict resolution
Certification
Pursuing IFIC - Canadian Investment Funds Course
Timeline
Financial Services Representative
Pay2day
07.2023 - Current
Credit Counsellor, Collections
CIBC
09.2022 - 04.2023
Contact Center Agent Credential Trainer
UHN
05.2022 - 08.2022
Customer Service Representative (Intern)
Single Point International Inc
04.2022 - 05.2022
Administrative Assistant
Uhn(Staffy), Toronto General Hospital
08.2021 - 04.2022
Business Strategy Intern
Costa Rica Global Learning Programs
05.2021 - 08.2021
Post Graduate Diploma - Global Business Management
Humber Institute of Technology And Advanced Learning
Bachelors of Business Administration - Finance and Marketing