Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Certification
Timeline
Generic

Elle Garg

Toronto

Summary

Self-motivated, highly driven and goal-oriented professional with thorough knowledge of Retail Bank products, systems and services as well as a detailed understanding of commercial and retail credit principles. Foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. Driven to build strong customer relationships and deliver excellence customer service with the ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goal to uncover and solve for customers’ needs.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Personal Banking Associate

Bank Of Montreal
05.2023 - 11.2023
  • Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients.
  • Communicated effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact.
  • Used own advice capabilities, and those of the right advisors in the branch to meet our clients entire suite of financial needs, both personal and business.
  • Provided professional advice and education with an ability to address credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
  • Collaborated with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.

Customer Service Representative

Bank of Montreal
09.2022 - 05.2023
  • Championed digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
  • Made good use of technology to connect with clients both virtually and face to face.
  • Implemented effective contact and relationship building strategies, that accelerate new client acquisition and retention in our local community.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.

Sales Associate

Hudson Bay
02.2022 - 12.2022
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Answered customer questions regarding store merchandise, department information and pricing.
  • Created attractive displays to promote items.

Cashier Supervisor

Freshco / Nofrills
03.2019 - 11.2021
  • Support Accounts Receivable: process daily invoices/credit, apply cash receipt, and help with collection of past due balance.
  • Improved customer satisfaction by efficiently handling cash transactions and addressing customer concerns.
  • Quickly and accurately counted drawers at start and end of each shift.

Education

BBA - Financial Planning

George Brown College
Toronto, ON
12.2021

Skills

  • Analytical software tools
  • Reporting techniques
  • Accountability
  • Client Relationship
  • Teamwork
  • Sales Expertise
  • Client relationship management
  • Spreadsheet and ERP system
  • Proficiency in Bank Transaction
  • Financial Management and Reporting
  • Compliance Adherence
  • Promotional execution
  • Retail pricing
  • Financial Data Analyzation
  • Store communications

Accomplishments

  • Zonal level Badminton player
  • Head girl from 2017-2018
  • Volunteer in Go Green environment

Additional Information

  • Strong competitive skills using Excel and designing spreadsheets
  • Software skills: TCS400, CCP, Quickbooks Online
  • Creating multiple operating tools such as MS Access Databases
  • MS Office Skills : Word, Powerpoint, Excel, Access, outlook
  • Languages Known - English, French, Hindi, Punjabi.


Certification

  • Mutual Funds license IFIC completed.
  • Continuing Learning in Personal Financial Services Advice (PFSA)
  • EHS - Environmental Health and Safety Professional.

Timeline

Personal Banking Associate

Bank Of Montreal
05.2023 - 11.2023

Customer Service Representative

Bank of Montreal
09.2022 - 05.2023

Sales Associate

Hudson Bay
02.2022 - 12.2022

Cashier Supervisor

Freshco / Nofrills
03.2019 - 11.2021

BBA - Financial Planning

George Brown College

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Elle Garg