Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Chintan Patel

Ottawa

Summary

Adept at fostering customer relationships and boosting account retention, I excelled at TD Bank by delivering exceptional service and resolving inquiries efficiently, enhancing client satisfaction. My expertise in financial acumen and Microsoft Office, combined with a proven track record in customer engagement, positions me as a valuable asset. Skilled professional with experience in collections, customer service and data entry. Exceptional interpersonal and problem-solving skills. Effectively mediates customer disputes and collects payment in timely manner.


Overview

11
11
years of professional experience

Work History

Customer Account Specialist

TD Bank
04.2023 - Current

- Support customers through inbound and outbound calls. consistently deliver legendary customer service by providing each caller with the right advice to meet their unique banking needs.

- Strive to deliver an outstanding customer service experience by offering friendly support through your knowledge of TD products, services, and solutions.

- Resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns.

- Consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets.

- Actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.

Security Officer - Part Time

Garda World
08.2022 - Current
  • Wrote detailed reports on property damage, theft, presence of unauthorized persons and unusual incidences.
  • Screened individuals and prevented passage of prohibited articles into restricted areas.
  • Checked and verified photo identification prior to granting facility access.
  • Monitored and authorized entrance and departure of vehicles, cargo trucks, and visitors.
  • Reported suspicious activities and persons to law enforcement.
  • Oversaw daily monitoring and patrolled buildings, grounds, and work sites.

Sandwich Artist

SUBWAY®Restaurants
02.2022 - 02.2023
  • Preparing all sandwich ingredients, which includes washing, cutting, slicing, chopping, and grating ingredients according to established guidelines.
  • Neatly preparing sandwiches according to customers' orders.
  • Operating the cash register and handing customers the correct change.
  • Explaining menu options to customers as required.
  • Maintaining a clean and orderly work station at all times.
  • Properly sanitizing all utensils and dishes before each use. • Adhering to all food safety regulations while storing, preparing, and serving food.
  • Neatly wrapping customers' sandwiches.

Manager

Mucho Burrito
06.2019 - 10.2021

• Perform all tasks and responsibilities of a burrito artist. Understand and adhere all quality standards, formulas, and procedures as per Mucho burrito operating manuals.

• Supervise Front of house and back of house team.

• Make schedules. • Train or guide newer or less experienced staff.

• Answering phone to take pickup orders as well as recording customers information for delivery orders.

• Maintaining a clean and sanitized workplace at all times.

• Daily logbooks and cash out paperwork.

Business Development Associate

Franklin Templeton Investments
05.2017 - 09.2017

• To get the business on behalf of the company.

• Maintain good relationship with distributors and customers. • Explain mutual fund schemes to customers and distributors. • Informed customers and distributors regarding daily updates.

• Distribute marketing materials to the distributors and to the customers on a regular basis.

• Keep data entry of each transaction.

Sales Trainee

Kotak Mutual Fund
07.2014 - 04.2016

• To get the business on behalf of the company.

• Maintain good relationship with distributors and customers. • Explain mutual fund schemes to customers and distributors. • Informed customers and distributors regarding daily updates.

• Distribute marketing materials to the distributors and to the customers on a regular basis.

• Keep data entry of each transaction.

Education

Diploma in International Business Management - Management

Algonquin College
Ottawa, None
04-2019

Diploma in Project Management - Project Management

Fleming College
Peterborough, None
04-2018

MBA - Finance

Gujarat Technological University
Ahmedabad, Gujarat, India
05-2014

BBA - Management

Sardar Patel University
Anand, Gujarat, India
12-2011

Skills

  • Financial acumen
  • Client retention strategies
  • Billing issue resolution
  • Account investigations
  • Problem Solving
  • Data analysis
  • Customer engagement
  • Microsoft office proficiency
  • Customer relationship development

Accomplishments

    I won an Annual Epic award for 2024 at TD.

Languages

English
Full Professional
Gujarati
Full Professional
Hindi
Full Professional

Timeline

Customer Account Specialist

TD Bank
04.2023 - Current

Security Officer - Part Time

Garda World
08.2022 - Current

Sandwich Artist

SUBWAY®Restaurants
02.2022 - 02.2023

Manager

Mucho Burrito
06.2019 - 10.2021

Business Development Associate

Franklin Templeton Investments
05.2017 - 09.2017

Sales Trainee

Kotak Mutual Fund
07.2014 - 04.2016

Diploma in International Business Management - Management

Algonquin College

Diploma in Project Management - Project Management

Fleming College

MBA - Finance

Gujarat Technological University

BBA - Management

Sardar Patel University
Chintan Patel