Bansri Patel
Summary
Organized and dedicated with proven track record of providing exceptional member service in fast-paced environments for 10 years. Offering keen attention to detail, product knowledge and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
7
7
years of professional experience
Work History
Member Service Representative III
Sunrise Credit Union
12.2022 - Current
- Building an organic relationship while finding the products and services that best meet the members needs through active listening and understanding member needs.
- Enjoy collaborating with different departments to deliver impeccable solutions to members.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Assist walk-in traffic with identifying financial needs and goals to provide customized solutions.
Part-Time Sales Associate
Bath and Body Works
10.2022 - Current
- Boost customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Increase sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Educate shoppers on current promotional offerings and products using persuasive selling tactics.
Financial Consultant
Westoba Credit Union Ltd
01.2022 - 12.2022
- I enjoy making a difference in members' lives, building a long term relationship by discovering needs and finding the match that best suits them by providing meaningful advice with account opening, investments and lending needs while growing the books of business.
- Keeping up to date with policies and procedures.
- Provided ongoing support for members experiencing financial challenges, offering guidance on debt management and budgeting techniques.
Member Service Representative
Westoba Credit Union Ltd
11.2018 - 01.2022
- Helped large volume of members every day with positive attitude and focus on member satisfaction.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
Assistant Store Manager
The Shoe Company
09.2017 - 11.2018
- Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
- Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
- Developed a loyal customer base through personalized interactions, increasing repeat business in-store visits.
Education
Different By Design -
Credit Union Central
06.2024
Business Management Diploma -
Humber College
03.2014
Skills
- Relationship building
- Time management
- Computer Skills
- Analytical
- Prioritization
- Organizational
- Communicational
- Problem solving
- Data driven decision making
- Innovative thinking
- Quick learner
- Listening skills
- Detailed oriented
- Resourceful
Accomplishments
- Accredited Professional Interpreter
- Each One Teach One Financial Literacy Trainer
Languages
English
Hindi
Gujarati
Timeline
Member Service Representative III
Sunrise Credit Union
12.2022 - Current
Part-Time Sales Associate
Bath and Body Works
10.2022 - Current
Financial Consultant
Westoba Credit Union Ltd
01.2022 - 12.2022
Member Service Representative
Westoba Credit Union Ltd
11.2018 - 01.2022
Assistant Store Manager
The Shoe Company
09.2017 - 11.2018
Different By Design -
Credit Union Central
Business Management Diploma -
Humber College
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