Asha Naik
FSR
Calgary,AB
Summary
Dynamic Financial Services Representative with extensive experience at CIBC, excelling in customer relationship management and regulatory compliance. Proven track record of enhancing client satisfaction through effective communication and problem resolution. Skilled in cash management and fostering long-term relationships, contributing to improved service efficiency and client loyalty.
Overview
11
11
years of professional experience
6
6
years of post-secondary education
Work History
Financial Services Representative
CIBC Branch With ATM
The Pas, MB
08.2021 - 01.2026
- Assisted clients with account inquiries and transactions, ensuring compliance with financial regulations.
- Conducted routine account maintenance and updates to enhance client satisfaction and service efficiency.
- Collaborated with team members to streamline processes for handling customer requests and feedback.
- Facilitated communication between clients and financial institutions to address concerns and resolve issues promptly.
- Maintained accurate records of client interactions, contributing to improved data management practices.
- Supported onboarding of new clients by providing essential information regarding services and products offered.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Educated customers on financial products and services, enhancing their understanding and engagement.
- Assisted clients with account inquiries and transactions, ensuring high-quality service and satisfaction.
Customer Service Representative
CIBC
The Pas, MB
09.2019 - 08.2021
- Resolved customer inquiries efficiently through various communication channels, enhancing overall satisfaction.
- Managed order processing and account updates, ensuring accuracy and timeliness in service delivery.
- Collaborated with team members to streamline workflows, improving response times for customer issues.
- Trained new representatives on company policies and procedures, fostering a knowledgeable support team.
- Identified recurring issues in customer feedback and proposed solutions to improve service quality.
- Conducted regular performance reviews of service protocols, implementing best practices to boost efficiency.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Resolved customer inquiries and concerns through effective communication and problem-solving techniques.
- Assisted customers in navigating banking products and services to enhance satisfaction and retention.
Customer Service Cashier
Extra Foods
The Pas, MB
05.2015 - 04.2021
- Processed customer transactions efficiently using point-of-sale systems.
- Resolved customer inquiries and complaints with professionalism and empathy.
- Trained new staff on operational procedures and customer service standards.
- Collaborated with team members to streamline checkout processes, reducing wait times.
- Assisted customers with product inquiries and issues to enhance satisfaction.
Customer Service Representative
RBC Royal Bank
The Pas, MB
06.2015 - 06.2016
- Utilized CRM software to track customer interactions, maintaining detailed records for follow-up actions.
- Assisted in developing training materials that enhanced onboarding processes for incoming staff members.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Responded to customer requests for products, services, and company information.
- Cross-trained and provided backup support for organizational leadership.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
Education
Investment Funds in Ca
Canadian Securities Institute
07-2021
LLQP - LIFE LICENSE QUALIFICATION PROGRAM
SEE WHY LEARNING
CALGARY 12.2025 - 09.2026
Bachelor of Science - CIVIL ENGINEERING
UNIVERSITY OF BDT COLLEGE OF ENGINEERING
DAVANGERE 11.2003 - 06.2009
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account documentation
- Financial product sales
- Customer relationship building
- Regulatory compliance
- Sales goals
- Portfolio management
- Loan applications
- Relationship management
- Credit analysis
Languages
English
Full Professional
Hindi
Native or Bilingual
KANNADA
Bilingual or Proficient (C2)
REFFERENCES
Carol Watts
BCL
CIBC
THE PAS,MB
204 6230335
TRACY FEDYK
COMMUNITY GENERAL MANAGER
CIBC
STONEWALL,MB
204 230 8975
KINJAL PAREKH
CAMPUS LIBRARIAN
UCN
THE PAS,MB
204 227 6446
Timeline
LLQP - LIFE LICENSE QUALIFICATION PROGRAM
SEE WHY LEARNING
12.2025 - 09.2026
Financial Services Representative
CIBC Branch With ATM
08.2021 - 01.2026
Customer Service Representative
CIBC
09.2019 - 08.2021
Customer Service Representative
RBC Royal Bank
06.2015 - 06.2016
Customer Service Cashier
Extra Foods
05.2015 - 04.2021
Bachelor of Science - CIVIL ENGINEERING
UNIVERSITY OF BDT COLLEGE OF ENGINEERING
11.2003 - 06.2009
Investment Funds in Ca
Canadian Securities Institute