Bhagyesh Shah
Hamilton,ON
Summary
Result-driven financial service representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Easyfinancial Services
04.2023 - Current
- Negotiated agreements with clients and suppliers to cultivate favorable terms.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Customer Service Representative
S&P Data
01.2021 - 12.2022
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Processed customer service orders promptly to increase customer satisfaction.
Manager
Shell Gas Station
09.2021 - 09.2022
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Onboarded new employees with training and new hire documentation.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Customer Service Representative
Shell Gas Station
09.2019 - 01.2021
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Education
College Diploma - Accounting
Seneca College of Applied Arts And Technology
North York, ON04.2022
Skills
- Financial Services
- Loan Applications
- Interpersonal Skills
- Microsoft Office
- Sage 300
- Accounting
- Insurance Knowledge
Timeline
Financial Services Representative
Easyfinancial Services
04.2023 - Current
Manager
Shell Gas Station
09.2021 - 09.2022
Customer Service Representative
S&P Data
01.2021 - 12.2022
Customer Service Representative
Shell Gas Station
09.2019 - 01.2021
College Diploma - Accounting
Seneca College of Applied Arts And Technology
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