Heena Khan
Saint John,NB
Summary
- RELATED SKILLS
- Analytical accounts receivable (A/R) professional with a thorough knowledge of accounting, billing and collections systems, processes and best practices.
- Proactive accounts handling combines financial management skills with the ability to make sound decisions regarding the proper handling of customer accounts.
- Experience optimizing the A/R function by improving procedures and controls. Proven ability to determine root cause of issues and recommend viable improvements.
- Seasoned professional with over 8 years of experience in accounting ,customer service, client engagement retail banking operations and relationship building.
- Enthusiastic approach to clients,effective communication and positive attitude.
- Meticulous attention to detail, maintaining accurate records.
- Maintains high level of integrity and confidentiality of sensitive information.
- Previous cash handling and transaction processing experience at multiple levels.
Overview
10
10
years of professional experience
Work History
Customer Experience Associate
TD Bank Saint John NB
12.2021 - Current
- Proactive approach to discovering our customer’s needs, Uncover and solving
- Processing day to day transactions, Nurturing rich, long-standing relationships
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
- A technology expert and sharing knowledge by introducing clients to our mobile banking applications and assisting them to manage their banking needs
- Building strong customer relationships and delivering excellent customer service
- Demonstrating success in a target-based performance environment, as well as contributing positively to a team-oriented work environment
- Eager to learn and determination to succeed
- Having strong technical skills and the ability to promote digital and self-service banking options to our customers.
Financial Services Representative II
Canadian Imperial Bank of Commerce Saint John NB
10.2019 - 12.2020
- Building key relationships with clients, understanding their financial and personal goals,providing information and tailored service, and recommending the right products and solutions that will enable their financial success
- Meeting with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan to meet their goals
- Engaging with clients to show value to them and their communities
- Growing network, deepening existing relationships, and collaborating with others to ensure clients are connected to the right people and opportunities
- Sharing knowledge by introducing clients to our Mobile banking applications,Automated bank machines enable them to beer manage their banking needs remotely
- Processing financial transactions like cheque deposits, transfers and bill payments as per standardized operating procedure
- Assisting the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of roune acvies.
Member Service Representative
Bayview Credit Union Bank Saint John
, NB
06.2019 - 10.2019
- Efficiently processes cash and non-cash transacons, professionally demonstrates superior service commitment to members
- Follows the policies and procedures, assists in promotion and needs –based sale of products and services
- Adhere to safety and security procedures to protect member’s interests and reduce operational risk when processing transactions
- Maintain strict confidentiality with all members' information and secure at all times
- Support team members by sharing information and knowledge ,provides backup to another branch locations as other related dues
- Review movies with the supervisor for identifying operational efficiency.
Customer Service Representative
Sitel Saint John
, NB
12.2018 - 10.2019
- Handles Inbound calls within guidelines established by the customer and management
- Strives to achieve positive resolution to concerns with customers based on their needs
- Troubleshoots for technical issues, problem solving and replacement of product under policy and protocol
Deputy Manager
ICICI Bank
Mumbai
02.2016 - 08.2018
- Processed disbursement of loans for home, auto, agriculture, and other categories
- Oversaw migration of processing system, transferring disbursement cases to accommodate upgrade
- Worked alongside business team to ensure timely disbursement of funds to attract new business
- Managed inventory for day to day operations including office supplies, technology and stationary
Teller –Assistant Manager
Axis Bank
Mumbai
01.2014 - 01.2016
- Generated and referred opportunities for business, cross sold and closures of cross sales for all banking products
- Reconciliation and maintenance of cash accounts, registers, transaction processing and cash handling
- Managing and tracking of investment portfolio customers by deepening the balances and generating business by utilizing cross sell opportunities
- Adhered to risk and compliance policies to protect interests of customers and organization
Education
Bachelors Degree - Commerce
University of Mumbai
2006
Skills
- Accounts
- Receivable
- Billing &
- Collections
- Invoice
- Statements
- Financial Records
- Reporting
- Deposit
- Verification
- Spreadsheets &
- Journal Entries
- Transaction
- Processing
- GL Reconciliation
- Customer
- Communications
- Tech Skills: Advanced user of Excel
Timeline
Customer Experience Associate
TD Bank Saint John NB
12.2021 - Current
Financial Services Representative II
Canadian Imperial Bank of Commerce Saint John NB
10.2019 - 12.2020
Member Service Representative
Bayview Credit Union Bank Saint John
06.2019 - 10.2019
Customer Service Representative
Sitel Saint John
12.2018 - 10.2019
Deputy Manager
ICICI Bank
02.2016 - 08.2018
Teller –Assistant Manager
Axis Bank
01.2014 - 01.2016
Bachelors Degree - Commerce
University of Mumbai
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