Dikshita( Diksha) Juneja
21 Cityside Heath ,NE , Calgary
Summary
Seeking an opportunity to make a meaningful contribution to the organization. I have cooperative nature and goal-oriented person which would make me achieve company targets easily. Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans. Results-driven experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
9
9
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada
11.2022 - Current
- Serve client by delivering exceptional customer service by communicating, completing daily transaction
- Educate and assist client with RBC digital capabilities
- Identify needs and provide financial advice and solutions to clients
- Providing customer service to clients and be first point of contact
- Help client with new account openings and credit applications
- Help with investment advice.
- Managed approximately 30 incoming calls, emails and faxes per day from customers.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
Client Advisor Business Services
Royal Bank of Canada
11.2021 - 10.2022
- Demonstrated passion for putting clients first
- Managed cash flow in branch by staying in limits and have strong operation skills
- Problem solving skill with the ability to build strong relationships with clients
- Flexible, cooperative nature, listening skills, ready to learn.
Client Advisor Intern
Royal Bank of Canada
08.2021 - 10.2021
- Serve client by delivering exceptional customer service by communicating, completing daily transactions
- Educate and assist client with RBC digital capabilities
- Identify needs and provide financial advice and solutions to clients
- Providing customer service to clients and be the first point of contact.
Call Centre Representative
Service BC Maximus Canada
02.2021 - 08.2021
- Answering or making calls to clients to learn about and address their needs, complaints, or other issues with products or services
- Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that client’s feel supported and valued
- Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed
- Building lasting relationships with clients and other call center team members based on trust and reliability
- Utilizing software, databases, scripts, and tools appropriately.
Certified Assistant Store Leader
7-Eleven
07.2018 - 03.2021
- Ability to effectively manage time and prioritize tasks
- Active enough to manage the allotted tasks
- Strong and dedicated to work hard
- Handle cash activities, paperwork.
Security officer
Securitas security limited
01.2017 - 01.2019
- Secures premises, patrol building
- Maintains environment by monitoring and setting building and equipment controls
- Completes reports by recording observations, information, occurrences, and surveillance activities; interviewing witnesses; obtaining signatures
- Prevents losses and damage by reporting irregularities; informing violators of policy and procedures; restraining trespassers.
Cashier
Independent Grocers
03.2017 - 02.2018
- Manage high volume of customers in a courteous and friendly manner
- Balancing the cash in proper way and good in maintaining records
- Confirming prices of goods and meeting customer’s needs
- Accurately and efficiently ring on registers and accurately maintain all cash and media at the register.
Assistant Supervisor
Subway
09.2015 - 07.2017
- Managed the day-to-day activities of employees
- Cooperative and Energetic
- Good planning and organizational abilities
- Achieve agreed upon sales targets and outcomes within schedule.
Call Centre Representative
Panago Pizza
01.2016 - 01.2017
- Take customer calls and provide accurate, satisfactory answers to their queries and concerns
- De-escalate situations involving dissatisfied customers, offering patient assistance and support
- Call clients and customers to inform them about the company's new products, services and policies
- Guide callers through troubleshooting, navigating the company site or using the products or services.
Education
Canadian investment funds course- IFSE -
IFSE
2023
Associate degree in Science (Mathematics) -
Columbia College
05.2018
Skills
- Planned, designed and carried out statistics project from start to finish with well-defined objectives and outcomes
- Experienced in handling diverse customer base, resolving customer problems and customer satisfaction is priority always
- Proficient in using computer application such as Word, Excel, PowerPoint, email and internet searches
- Ability to work independently and focused to complete tasks accurately and in a timely manner
- Advanced math skills and good communication skills in English, Hindi and Punjabi language
- capable of advising clients in Financial Instruments, Investment Consulting and Planning and help workspace with cash handling
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Banking Advisor
Royal Bank of Canada
11.2022 - Current
Client Advisor Business Services
Royal Bank of Canada
11.2021 - 10.2022
Client Advisor Intern
Royal Bank of Canada
08.2021 - 10.2021
Call Centre Representative
Service BC Maximus Canada
02.2021 - 08.2021
Certified Assistant Store Leader
7-Eleven
07.2018 - 03.2021
Cashier
Independent Grocers
03.2017 - 02.2018
Security officer
Securitas security limited
01.2017 - 01.2019
Call Centre Representative
Panago Pizza
01.2016 - 01.2017
Assistant Supervisor
Subway
09.2015 - 07.2017
Canadian investment funds course- IFSE -
IFSE
Associate degree in Science (Mathematics) -
Columbia College
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