Heli Patel
Lloydminster,Canada
Summary
I’m a client-focused and adaptable banking professional with a background in accounting and customer service, currently working as a Customer Experience Associate at TD Bank. With a strong foundation in Business Administration – Accounting from NAIT, I bring a unique combination of financial expertise and frontline service experience.
Overview
2
2
years of professional experience
Work History
Customer Experience Associate
TD Canada Trust
05.2025 - Current
- Provided exceptional customer service by assisting with deposits, withdrawals, and inquiries, consistently maintaining a positive and professional attitude.
- Employed active listening skills to accurately understand customer concerns and address them effectively.
- Identified customer needs and recommended appropriate banking solutions, including savings and chequing accounts.
- Ensured compliance with AML/KYC policies during customer interactions.
- Promoted TD’s digital banking tools and services to enhance customer experience.
Accounting Assistant • Freelancer
A&A Accounting and Tax Services
12.2024 - 02.2025
- Ensured timely bi-weekly payroll processing for 50+ employees while maintaining accurate financial records, enhancing employee satisfaction within 2 weeks.
- Enhanced bookkeeping accuracy by reconciling accounts payable and receivable, ensuring timely payment processing within 2 weeks through meticulous record-keeping.
- Reconciled 100+ accounts monthly, identifying and resolving discrepancies promptly, which improved the accuracy of financial statements by 15%
Cashier Supervisor
A&W
12.2023 - 12.2024
- Managed daily cash transactions, processed payments, and ensured 100% accurate register balancing
- Supervised and trained new employees, providing guidance on customer service and operational tasks
Education
Business Administration Diploma - Accounting
NAIT
12.2024
Skills
- Technical skills: Bookkeeping, Data Analysis & Reporting, Excel, Payroll Administration, Profile Software, QuickBooks, Sage50 Accounting, SQL, Tableau, Taxcycle
- Soft Skills: Attention to detail, Customer Service, Problem-solving, Team Collaboration, Time Management, Financial Needs Assessment, Digital Banking Tools, AML/KYC Awareness
Certification/ Learning
Enrolled in Investment Funds in Canada (IFC) – Canadian Securities Institute
• Actively learning about mutual funds, RESP, RRSP, and TFSA accounts to better assist clients with financial planning.
Timeline
Customer Experience Associate
TD Canada Trust
05.2025 - Current
Accounting Assistant • Freelancer
A&A Accounting and Tax Services
12.2024 - 02.2025
Cashier Supervisor
A&W
12.2023 - 12.2024
Business Administration Diploma - Accounting
NAIT
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