Harini Thakkar
Banking Representative
Oshawa,Ontario
Summary
Experienced Personal Banking Representative with over two years in financial services. Proven ability in delivering exceptional customer service, managing client portfolios, and advising on banking products. Skilled in identifying customer needs, offering tailored solutions, and building strong client relationships. Knowledgeable in banking regulations and compliance. Completed the Canadian Securities Course (CSC) exam. Excellent communication, problem-solving, and organizational skills, with a passion for helping clients achieve financial goals.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
1
1
Certification
3
3
Language
Work History
Portfolio Administrator
Scotia Wealth Management
Whitby, ON
09.2024 - Current
- Reduced operational risk through diligent adherence to compliance policies, industry regulations, and internal controls.
- Conducted thorough research on investment options, leading to better-informed decisions and improved portfolio diversification.
- Facilitated cross-functional collaboration between colleagues in trading, research, compliance, and other departments to support efficient business operations.
- Participated in client meetings as a subject matter expert on portfolio administration topics, enhancing customer trust in our team''s expertise.
Personal Banking Representative
Simplii Financial - CIBC
Toronto, ON
03.2022 - 09.2024
- Handled high volume of inquiries regarding personal banking products and services
- Supported clients with various personal banking needs such as opening new accounts, issuing loans and lines of credit, and offering financial planning advice
- Delivered exceptional customer service, consistently exceeding sales targets by at least 20%, and maintained high customer satisfaction
- Resolved complex customer issues by actively listening, asking insightful questions to understand problems, taking responsibility, and finding effective solutions.
E-Commerce Operations Manager
Walmart Canada
11.2020 - 02.2022
- Led team of 30+ e-commerce professionals, providing training, guidance, and performance evaluations to foster professional development and achieve departmental goals
- Implemented best practices for order management, returns processing, and inventory accuracy to streamline operations and reduce costs
- Conducted regular audits and process reviews to identify and address operational inefficiencies
- Utilized data analytics tools to generate reports and provide insights for decision-making and strategic planning.
Marketing Intern
Mortgage Bridge Canada
04.2020 - 05.2020
- Assisted in developing, implementing, and managing social media strategies across multiple platforms (Facebook, Twitter, Instagram, LinkedIn, etc.)
- Created, scheduled, and published engaging content (text, images, videos) to drive audience interaction and brand awareness
- Monitored social media channels for trending news, ideas, and feedback, and responded to inquiries and comments in timely manner
- Conducted research on current social media trends and audience preferences to enhance content strategy.
Customer Contact Representative
Optima Communications international Inc
06.2018 - 03.2019
- Conducted outbound calls to potential and existing customers to promote products and generate sales leads.
- Identified customer needs and provided appropriate solutions to increase customer satisfaction and sales.
- Utilized CRM software to document customer interactions and manage follow-up activities.
- Met and exceeded individual and team sales targets through effective negotiation and sales techniques.
Education
Business Administration - Marketing - Advance Diploma
Durham College
Oshawa, Ontario 09.2017 - 05.2020
Skills
Communication
Investment advising
Customer Complaint Resolution
Customer Service
Financial Planning
Certification
CSC (Canadian Securities Course) certified
Timeline
Portfolio Administrator
Scotia Wealth Management
09.2024 - Current
Personal Banking Representative
Simplii Financial - CIBC
03.2022 - 09.2024
E-Commerce Operations Manager
Walmart Canada
11.2020 - 02.2022
Marketing Intern
Mortgage Bridge Canada
04.2020 - 05.2020
Customer Contact Representative
Optima Communications international Inc
06.2018 - 03.2019
Business Administration - Marketing - Advance Diploma
Durham College
09.2017 - 05.2020