GAURISH MATTA
Summary
Creative and highly reliable Accounting Graduate seeking for job with a focus on accounting and finance sector. I would like to apply my excellent communication and problem- solving skills to create a perfect work environment and effectively complete the task based on the client' s financial and taxation requirements. With experience in customer facing roles, I will bring strong customer service, communication and time-management skills to this position. With a good hold on the language, I will be able to communicate with more confidence and build a positive relations with the clients.
Overview
6
6
years of professional experience
Work History
FINANCIAL SERVICE REPRESENTATIVE
CIBC
03.2023 - Current
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Interview applicants for personal, mortgage, student and business loans
- Promote the sale of deposit, investment, credit and loan products and services
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
- Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards
- Review and update credit and loan files
- Act as joint custodian for cash and securities
CUSTOMER SERVICE REPRESENTATIVE
CIBC
06.2022 - 02.2023
- Client engagement - Help clients manage their accounts and products
- Focus on the client experience and make interactions meaningful
- Connect clients to the right CIBC team members who can help them reach their goals
- Problem solving - Listen, ask questions, and put yourself in the client's shoes
- Leveraging technology - Become a technology expert
- Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs
HR MANAGER
Golden Toes Pvt. Ltd.
03.2019 - 04.2022
- Managed the HR Generalist team, which totaled 50 full-time employees
- Consulted with business leaders to develop and execute a business strategy that built organizational capabilities, behaviors, structures, and processes
- Coached managers on encouraging and monitoring employee development, performance, and retention
- Leveraged expertise on labor relations, succession planning, and team development to increase headcount by 75 employees while improving retention by 7%
- Completed payroll processing monthly for 50+ employees
Education
Bachelors of commerce -
SACCM
01.2016
Deakin University
01.2018
Skills
- Communication
- Problem Solving
- Team Work
- Time Management
- Critical Thinking
- Adaptability
- Able to Multitask
- Attention to Detail
- Caring and Empathy
- Compassion
Languages
English
Hindi
Punjabi
Awards
- Canadian Funds Investments Diploma, IFSE
- State Level theatre performer
Timeline
FINANCIAL SERVICE REPRESENTATIVE
CIBC
03.2023 - Current
CUSTOMER SERVICE REPRESENTATIVE
CIBC
06.2022 - 02.2023
HR MANAGER
Golden Toes Pvt. Ltd.
03.2019 - 04.2022
Deakin University
Bachelors of commerce -
SACCM